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 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-115- 2.7% |
$18.9K - $20.1K
|
4.15K
$722K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-122- 2.76% |
$20.1K - $21.3K
|
4.3K
$750K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-125- 0.52% |
$20.6K - $21.8K
|
24.1K
$4.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-126- 3.0% |
$20.7K - $22K
|
4.07K
$710K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-146- 3.24% |
$24K - $25.5K
|
4.36K
$760K
|
|
|
Oct 27, 2025
Q3 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-153- 0.67% |
$25.2K - $26.7K
|
22.6K
$3.94M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-154- 2.62% |
$25.4K - $26.9K
|
5.73K
$999K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-164- 7.23% |
$27K - $28.6K
|
2.1K
$366K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-181- 11.04% |
$29.8K - $31.6K
|
1.46K
$254K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-187- 4.21% |
$30.8K - $32.6K
|
4.26K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-202- 3.99% |
$33.3K - $35.3K
|
4.86K
$846K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-207- 6.47% |
$34.1K - $36.1K
|
2.99K
$521K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-222- 1.22% |
$36.5K - $38.8K
|
17.9K
$3.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-222- 0.13% |
$36.5K - $38.8K
|
167K
$29.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-226- 0.69% |
$37.2K - $39.5K
|
32.6K
$5.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-230- 7.68% |
$37.9K - $40.2K
|
2.77K
$482K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-232- 0.6% |
$38.2K - $40.5K
|
38.3K
$6.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-250- 2.45% |
$41.2K - $43.6K
|
9.96K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-255- 2.6% |
$42K - $44.5K
|
9.56K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-287- 12.92% |
$47.2K - $50.1K
|
1.94K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-292- 1.61% |
$48.1K - $51K
|
17.8K
$3.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-303- 0.45% |
$49.9K - $52.9K
|
67.3K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-308- 7.55% |
$50.7K - $53.8K
|
3.77K
$656K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-335- 1.88% |
$55.2K - $58.5K
|
17.5K
$3.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-336- 0.32% |
$55.3K - $58.7K
|
105K
$18.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-337- 2.79% |
$55.5K - $58.8K
|
11.7K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-350- 12.22% |
$57.6K - $61.1K
|
2.52K
$438K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-365- 66.61% |
$60.1K - $63.7K
|
183
$31.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-367- 1.25% |
$60.4K - $64.1K
|
29K
$5.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-417- 17.95% |
$68.7K - $72.8K
|
1.91K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-419- 0.54% |
$69K - $73.1K
|
76.5K
$13.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-460- 10.07% |
$75.7K - $80.3K
|
4.11K
$716K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-492- 5.14% |
$81K - $85.9K
|
9.09K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-519- 8.12% |
$85.4K - $90.6K
|
5.87K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-546- 10.55% |
$89.9K - $95.3K
|
4.63K
$807K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-547- 18.18% |
$90.1K - $95.5K
|
2.46K
$429K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-591- 2.24% |
$97.3K - $103K
|
25.8K
$4.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-604- 2.22% |
$99.4K - $105K
|
26.6K
$4.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-612- 17.26% |
$101K - $107K
|
2.93K
$511K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-617- 1.46% |
$102K - $108K
|
41.7K
$7.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-694- 1.31% |
$114K - $121K
|
52.3K
$9.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-794- 2.94% |
$131K - $139K
|
26.2K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-798- 3.58% |
$131K - $139K
|
21.5K
$3.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-808- 7.37% |
$133K - $141K
|
10.2K
$1.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-822- 2.28% |
$135K - $144K
|
35.2K
$6.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-882- 9.57% |
$145K - $154K
|
8.33K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-907- 19.79% |
$149K - $158K
|
3.68K
$640K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-931- 4.22% |
$153K - $163K
|
21.2K
$3.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-986- 2.61% |
$162K - $172K
|
36.8K
$6.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.13K- 22.53% |
$186K - $198K
|
3.89K
$678K
|