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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 5.45% |
$242K - $257K
|
28.5K
$4.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.41K+ 29.14% |
$232K - $246K
|
6.25K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.41KNew |
$232K - $246K
|
1.41K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 2.31% |
$231K - $245K
|
62.4K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38K+ 5.43% |
$227K - $241K
|
26.8K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.34K+ 63.41% |
$221K - $234K
|
3.46K
$603K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.32KNew |
$218K - $231K
|
1.32K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.71% |
$213K - $226K
|
36.1K
$6.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.28K+ 2.84% |
$211K - $224K
|
46.5K
$8.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.26K+ 4.93% |
$208K - $220K
|
26.8K
$4.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.24KNew |
$203K - $216K
|
1.24K
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$199K - $211K
|
1.21K
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.21KNew |
$198K - $210K
|
1.21K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$195K - $207K
|
1.19K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.16KNew |
$190K - $202K
|
1.16K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.16K+ 2.49% |
$190K - $202K
|
47.6K
$8.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.12K+ 24.97% |
$184K - $195K
|
5.58K
$972K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.11K+ 5.29% |
$183K - $194K
|
22.1K
$3.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
962+ 13.43% |
$158K - $168K
|
8.13K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
950+ 9.74% |
$156K - $166K
|
10.7K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
840+ 5.25% |
$138K - $147K
|
16.8K
$2.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
693+ 1.12% |
$114K - $121K
|
62.8K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
628+ 8.78% |
$103K - $110K
|
7.78K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
598+ 14.35% |
$98.4K - $104K
|
4.77K
$830K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
569+ 19.2% |
$93.7K - $99.3K
|
3.53K
$615K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
559+ 1.81% |
$92K - $97.6K
|
31.4K
$5.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
556+ 1.22% |
$91.5K - $97.1K
|
46.3K
$8.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
544New |
$89.6K - $95K
|
544
$94.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
530+ 13.86% |
$87.3K - $92.5K
|
4.35K
$758K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
520+ 2.42% |
$85.6K - $90.8K
|
22K
$3.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
518+ 1.8% |
$85.3K - $90.4K
|
29.4K
$5.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
514+ 1.98% |
$84.6K - $89.7K
|
26.4K
$4.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
508+ 1.7% |
$83.6K - $88.7K
|
30.3K
$5.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
444+ 4.15% |
$73.1K - $77.5K
|
11.1K
$1.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
439+ 8.46% |
$72.3K - $76.6K
|
5.63K
$980K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
439+ 7.8% |
$72.3K - $76.6K
|
6.07K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
428+ 14.51% |
$70.5K - $74.7K
|
3.38K
$588K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
404+ 1.6% |
$66.5K - $70.5K
|
25.7K
$4.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
398+ 2.46% |
$65.5K - $69.5K
|
16.6K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
372+ 24.8% |
$61.2K - $64.9K
|
1.87K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
367+ 4.66% |
$60.4K - $64.1K
|
8.24K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
340+ 5.87% |
$56K - $59.4K
|
6.13K
$1.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
320+ 5.17% |
$52.7K - $55.9K
|
6.51K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
318+ 6.22% |
$52.4K - $55.5K
|
5.43K
$945K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
309+ 18.63% |
$50.9K - $53.9K
|
1.97K
$343K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
296New |
$48.7K - $51.7K
|
296
$51.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 12.12% |
$46.4K - $49.2K
|
2.61K
$454K
|