Purchases and Sales Made in Q3 2025 in Vanguard Mid Cap Value Index F (VOE)
This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE) during Q3 2025. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP VALUE INDEX F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
114K+ 1532.46% |
$18.7M - $19.9M
|
121K
$21.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
53K+ 298.73% |
$8.73M - $9.25M
|
70.7K
$12.3M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
44.7K+ 6228.27% |
$7.36M - $7.81M
|
45.4K
$7.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24.3K+ 3.05% |
$4M - $4.24M
|
820K
$143M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 464.66% |
$3.89M - $4.12M
|
28.7K
$5M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
17.4K+ 34.89% |
$2.86M - $3.03M
|
67.1K
$11.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.3KNew |
$2.69M - $2.85M
|
16.3K
$2.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$2.02M - $2.15M
|
12.3K
$2.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.6K+ 24.06% |
$1.74M - $1.85M
|
54.5K
$9.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.32K+ 207.04% |
$1.53M - $1.63M
|
13.8K
$2.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
8.08K+ 5.62% |
$1.33M - $1.41M
|
152K
$26.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.5K+ 19.83% |
$1.07M - $1.14M
|
39.3K
$6.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.33K+ 10.35% |
$1.04M - $1.1M
|
67.5K
$11.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
6.26K+ 87.28% |
$1.03M - $1.09M
|
13.4K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.98K+ 36.65% |
$984K - $1.04M
|
22.3K
$3.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
5.81K+ 4.27% |
$957K - $1.01M
|
142K
$24.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
5.76K+ 3.01% |
$948K - $1.01M
|
197K
$34.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.4K+ 2.94% |
$889K - $943K
|
189K
$33M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.77K+ 2.83% |
$784K - $832K
|
173K
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.74K+ 8.69% |
$781K - $828K
|
59.3K
$10.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
4.6K+ 5.15% |
$758K - $803K
|
93.9K
$16.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.4K+ 56.04% |
$725K - $769K
|
12.3K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.22K+ 73.66% |
$695K - $737K
|
9.96K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.1K+ 12.82% |
$674K - $715K
|
36K
$6.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
3.7K+ 1.47% |
$609K - $646K
|
255K
$44.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.29K+ 3.13% |
$542K - $575K
|
109K
$18.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.23KNew |
$532K - $564K
|
3.23K
$562K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 15.1% |
$510K - $540K
|
23.6K
$4.11M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.08K+ 5.53% |
$506K - $537K
|
58.7K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.01K+ 6.01% |
$496K - $526K
|
53.1K
$9.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
2.98K+ 24.61% |
$490K - $520K
|
15.1K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.96K+ 3.48% |
$487K - $516K
|
87.9K
$15.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
2.88K+ 1.3% |
$473K - $502K
|
223K
$38.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.86K+ 3.51% |
$471K - $499K
|
84.4K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.7K+ 50.61% |
$444K - $470K
|
8.02K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2.46KNew |
$404K - $429K
|
2.46K
$428K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.45K+ 5.37% |
$403K - $428K
|
48.1K
$8.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.34K+ 8.45% |
$385K - $408K
|
30K
$5.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.3K+ 25.22% |
$379K - $402K
|
11.4K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.27K+ 13.38% |
$373K - $396K
|
19.2K
$3.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.14K+ 5.07% |
$352K - $373K
|
44.3K
$7.72M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
2.13KNew |
$351K - $372K
|
2.13K
$371K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2.02K+ 5.33% |
$333K - $353K
|
40K
$6.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.77K+ 3.16% |
$291K - $309K
|
57.7K
$10.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.75KNew |
$288K - $306K
|
1.75K
$305K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.65K+ 3.63% |
$271K - $287K
|
47K
$8.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$266K - $282K
|
1.62K
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.61K+ 4.81% |
$265K - $281K
|
35K
$6.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$253K - $268K
|
1.54K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1.52KNew |
$251K - $266K
|
1.52K
$265K
|