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 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
206+ 2.1% |
$33.9K - $36K
|
10K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
206+ 1.13% |
$33.9K - $36K
|
18.4K
$3.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
195+ 59.09% |
$32.1K - $34K
|
525
$91.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
195+ 0.56% |
$32.1K - $34K
|
35.2K
$6.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
181+ 0.58% |
$29.8K - $31.6K
|
31.5K
$5.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
165+ 23.44% |
$27.2K - $28.8K
|
869
$151K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
165+ 6.09% |
$27.2K - $28.8K
|
2.87K
$501K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
148+ 6.35% |
$24.4K - $25.8K
|
2.48K
$432K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
141+ 2.68% |
$23.2K - $24.6K
|
5.4K
$941K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
137+ 1.26% |
$22.6K - $23.9K
|
11K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
130+ 5.12% |
$21.4K - $22.7K
|
2.67K
$465K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
91+ 0.87% |
$15K - $15.9K
|
10.5K
$1.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
87+ 3.45% |
$14.3K - $15.2K
|
2.61K
$454K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
81+ 3.61% |
$13.3K - $14.1K
|
2.33K
$405K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
78+ 0.33% |
$12.8K - $13.6K
|
23.8K
$4.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
71+ 0.08% |
$11.7K - $12.4K
|
87.7K
$15.3M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.49% |
$11.5K - $12.2K
|
14.3K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
69+ 2.89% |
$11.4K - $12K
|
2.46K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65+ 5.07% |
$10.7K - $11.3K
|
1.35K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
64+ 4.42% |
$10.5K - $11.2K
|
1.51K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
57+ 1.86% |
$9.38K - $9.95K
|
3.11K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 0.41% |
$9.38K - $9.95K
|
14K
$2.43M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
52+ 7.23% |
$8.56K - $9.08K
|
771
$134K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
52+ 9.87% |
$8.56K - $9.08K
|
579
$101K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
50+ 1.04% |
$8.23K - $8.73K
|
4.86K
$846K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
48+ 1.16% |
$7.9K - $8.38K
|
4.19K
$730K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
45+ 0.39% |
$7.41K - $7.86K
|
11.6K
$2.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
43+ 0.8% |
$7.08K - $7.51K
|
5.39K
$938K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
41+ 1.31% |
$6.75K - $7.16K
|
3.17K
$552K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
40+ 2.77% |
$6.59K - $6.98K
|
1.48K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
35+ 2.4% |
$5.76K - $6.11K
|
1.5K
$260K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
32New |
$5.27K - $5.59K
|
32
$5.57K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
31+ 0.5% |
$5.1K - $5.41K
|
6.24K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
28+ 0.53% |
$4.61K - $4.89K
|
5.3K
$924K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20+ 0.74% |
$3.29K - $3.49K
|
2.73K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
18+ 0.52% |
$2.96K - $3.14K
|
3.51K
$611K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
18+ 0.4% |
$2.96K - $3.14K
|
4.56K
$795K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15+ 1.25% |
$2.47K - $2.62K
|
1.22K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
14+ 0.52% |
$2.3K - $2.44K
|
2.71K
$471K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
14+ 0.2% |
$2.3K - $2.44K
|
7.07K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
12+ 0.55% |
$1.98K - $2.09K
|
2.21K
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12+ 0.21% |
$1.98K - $2.09K
|
5.85K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11+ 0.51% |
$1.81K - $1.92K
|
2.16K
$377K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.54% |
$1.48K - $1.57K
|
1.67K
$290K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.51% |
$1.48K - $1.57K
|
1.78K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9+ 0.43% |
$1.48K - $1.57K
|
2.09K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8+ 0.42% |
$1.32K - $1.4K
|
1.93K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.32% |
$1.32K - $1.4K
|
2.49K
$434K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.2% |
$1.15K - $1.22K
|
3.51K
$611K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7+ 0.49% |
$1.15K - $1.22K
|
1.44K
$251K
|