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
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.31K- 23.86% |
$215K - $228K
|
4.17K
$726K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 1.96% |
$249K - $264K
|
75.6K
$13.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.37K- 30.77% |
$389K - $413K
|
5.32K
$927K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.41K- 49.38% |
$396K - $420K
|
2.47K
$430K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-2.69K- 40.24% |
$443K - $470K
|
4K
$696K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.88K- 5.77% |
$474K - $502K
|
47K
$8.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.03K- 5.86% |
$499K - $529K
|
48.7K
$8.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.06K- 4.71% |
$504K - $534K
|
61.9K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.23K- 16.78% |
$531K - $563K
|
16K
$2.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.36K- 10.45% |
$553K - $587K
|
28.8K
$5.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.46K- 8.61% |
$569K - $604K
|
36.7K
$6.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-3.7K- 3.15% |
$610K - $647K
|
114K
$19.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.05K- 6.55% |
$666K - $706K
|
57.7K
$10M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4.3K- 7.22% |
$708K - $750K
|
55.2K
$9.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.53K- 5.29% |
$1.08M - $1.14M
|
117K
$20.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-7.32K- 36.91% |
$1.21M - $1.28M
|
12.5K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-7.61K- 70.69% |
$1.25M - $1.33M
|
3.16K
$550K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-8.56K- 31.61% |
$1.41M - $1.49M
|
18.5K
$3.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 4.42% |
$2.09M - $2.22M
|
274K
$47.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 3.36% |
$2.54M - $2.7M
|
444K
$77.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-17KClosed |
$2.79M - $2.96M
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-94.1K- 7.9% |
$15.5M - $16.4M
|
1.1M
$191M
|