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 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6+ 0.08% |
$988 - $1.05K
|
7.76K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
4+ 0.1% |
$659 - $698
|
4.14K
$721K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.1% |
$659 - $698
|
4.01K
$699K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.11% |
$494 - $524
|
2.75K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.16% |
$494 - $524
|
1.83K
$318K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$329 - $349
|
1.43K
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.11% |
$329 - $349
|
1.84K
$321K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.04% |
$329 - $349
|
5.1K
$888K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.37% |
$329 - $349
|
546
$95.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.03% |
$329 - $349
|
7.49K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.86% |
$165 - $175
|
117
$20.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.31% |
$165 - $175
|
322
$56.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1+ 0.05% |
$165 - $175
|
1.9K
$330K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1+ 0.03% |
$165 - $175
|
3.31K
$577K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$165 - $175
|
8.05K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 6.25% |
$165 - $175
|
17
$2.96K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2- 0.09% |
$329 - $349
|
2.16K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5- 0.02% |
$823 - $873
|
31.4K
$5.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-7- 0.43% |
$1.15K - $1.22K
|
1.63K
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8- 0.74% |
$1.32K - $1.4K
|
1.07K
$186K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.11% |
$1.32K - $1.4K
|
7.23K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12- 0.14% |
$1.98K - $2.09K
|
8.4K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 1.25% |
$2.47K - $2.62K
|
1.19K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-15- 22.39% |
$2.47K - $2.62K
|
52
$9.06K
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-15- 0.52% |
$2.47K - $2.62K
|
2.86K
$498K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-20- 0.23% |
$3.29K - $3.49K
|
8.63K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-21- 1.41% |
$3.46K - $3.67K
|
1.47K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-24- 2.79% |
$3.95K - $4.19K
|
836
$146K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25- 0.44% |
$4.12K - $4.36K
|
5.7K
$993K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-30- 2.11% |
$4.94K - $5.24K
|
1.39K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-30- 3.93% |
$4.94K - $5.24K
|
733
$128K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-31- 1.77% |
$5.1K - $5.41K
|
1.72K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-32- 1.32% |
$5.27K - $5.59K
|
2.39K
$417K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-33- 0.17% |
$5.43K - $5.76K
|
18.9K
$3.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-33- 0.57% |
$5.43K - $5.76K
|
5.78K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-34- 5.04% |
$5.6K - $5.94K
|
640
$111K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-36- 80.0% |
$5.93K - $6.28K
|
9
$1.57K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-41- 0.86% |
$6.75K - $7.16K
|
4.71K
$820K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-46- 93.88% |
$7.57K - $8.03K
|
3
$523
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-50- 0.77% |
$8.23K - $8.73K
|
6.43K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-55- 2.43% |
$9.05K - $9.6K
|
2.21K
$385K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55- 5.11% |
$9.05K - $9.6K
|
1.02K
$178K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-60- 3.14% |
$9.88K - $10.5K
|
1.85K
$322K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-65- 2.11% |
$10.7K - $11.3K
|
3.01K
$525K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-68- 4.27% |
$11.2K - $11.9K
|
1.52K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 0.97% |
$12.7K - $13.4K
|
7.9K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-94- 1.91% |
$15.5K - $16.4K
|
4.82K
$840K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
SELL
|
- |
-103- 0.22% |
$17K - $18K
|
46.7K
$8.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-106- 8.14% |
$17.5K - $18.5K
|
1.2K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-114- 0.53% |
$18.8K - $19.9K
|
21.5K
$3.75M
|