Purchases and Sales Made in Q4 2025 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE) during Q4 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
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
110K
+ 2.49%
$18.6M - $19.4M
4.52M $787M
Jan 15, 2026 Q4 2025
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
34K
New
$5.76M - $6M
34K $5.91M
Jan 07, 2026 Q4 2025
Orgel Wealth Management, LLC

BUY
 -
27.4K
+ 3.34%
$4.65M - $4.84M
847K $147M
Jan 23, 2026 Q4 2025
Greenup Street Wealth Management LLC

BUY
 -
26.1K
+ 159.95%
$4.43M - $4.61M
42.5K $7.38M
Jan 23, 2026 Q4 2025
Inlight Wealth Management, LLC

Atlanta, GA
BUY
 -
22.3K
+ 148.82%
$3.79M - $3.94M
37.3K $6.49M
Jan 16, 2026 Q4 2025
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
21.5K
+ 450.55%
$3.64M - $3.79M
26.2K $4.56M
Jan 20, 2026 Q4 2025
Cooke Wealth Management, LLC

Irvine, CA
BUY
 -
18.4K
New
$3.12M - $3.25M
18.4K $3.2M
Jan 21, 2026 Q4 2025
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
17.1K
+ 25.49%
$2.9M - $3.02M
84.2K $14.6M
Jan 20, 2026 Q4 2025
Westwood Wealth Management

BUY
 -
15.5K
New
$2.63M - $2.74M
15.5K $2.7M
Jan 20, 2026 Q4 2025
Soa Wealth Advisors, Llc.

BUY
 -
12.7K
+ 18.78%
$2.15M - $2.24M
80.2K $13.9M
Jan 21, 2026 Q4 2025
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
10.5K
New
$1.77M - $1.85M
10.5K $1.82M
Jan 13, 2026 Q4 2025
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
9.26K
New
$1.57M - $1.63M
9.26K $1.61M
Jan 13, 2026 Q4 2025
Net Worth Advisory Group

Sandy, UT
BUY
 -
8.43K
+ 267.14%
$1.43M - $1.49M
11.6K $2.01M
Jan 16, 2026 Q4 2025
Genesis Financial Group, LLC

Paramus, NJ
BUY
 -
8.38K
New
$1.42M - $1.48M
8.38K $1.46M
Jan 08, 2026 Q4 2025
Stephens Group Asset Management, LLC

BUY
 -
7.76K
+ 0.71%
$1.32M - $1.37M
1.1M $192M
Jan 07, 2026 Q4 2025
Harbor Investment Advisory, LLC

BUY
 -
6.65K
+ 18.46%
$1.13M - $1.17M
42.7K $7.42M
Jan 16, 2026 Q4 2025
Kwmg, LLC

BUY
 -
6.33K
+ 3.21%
$1.07M - $1.12M
203K $35.4M
Jan 20, 2026 Q4 2025
Leo Wealth, LLC

Hurst, TX
BUY
 -
5.01K
New
$850K - $885K
5.01K $871K
Jan 13, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
4.53K
New
$769K - $800K
4.53K $788K
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
4.49K
+ 1.76%
$761K - $792K
259K $45M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
4.4K
+ 38.54%
$746K - $777K
15.8K $2.75M
Jan 15, 2026 Q4 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
4.19K
+ 68.67%
$710K - $739K
10.3K $1.79M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
4.16K
+ 6.66%
$705K - $734K
66.5K $11.6M
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
3.99K
+ 373.6%
$676K - $704K
5.06K $879K
Jan 13, 2026 Q4 2025
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
3.9K
+ 2.75%
$661K - $688K
146K $25.3M
Jan 07, 2026 Q4 2025
Everhart Financial Group, Inc.

BUY
 -
3.88K
+ 10.86%
$657K - $685K
39.6K $6.88M
Jan 08, 2026 Q4 2025
Grove Bank & Trust

BUY
 -
3.76K
+ 30.04%
$637K - $664K
16.3K $2.83M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.74K
+ 1.55%
$635K - $661K
245K $42.6M
Jan 20, 2026 Q4 2025
Olio Financial Planning

BUY
 -
3.7K
+ 3.94%
$627K - $653K
97.6K $17M
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.27K
+ 0.61%
$554K - $577K
541K $94M
Jan 15, 2026 Q4 2025
Nikulski Financial, Inc.

BUY
 -
3.22K
+ 80.6%
$545K - $568K
7.2K $1.25M
Jan 14, 2026 Q4 2025
Stillwater Capital Advisors, LLC

BUY
 -
3.21K
+ 17.51%
$545K - $567K
21.6K $3.75M
Jan 08, 2026 Q4 2025
Asempa Wealth Advisors

Baton Rouge, LA
BUY
 -
3.2K
New
$542K - $565K
3.2K $556K
Jan 23, 2026 Q4 2025
Kelsey Financial, LLC

Moorpark, CA
BUY
 -
3.02K
New
$512K - $534K
3.02K $526K
Jan 06, 2026 Q4 2025
Lpwm LLC

Minneapolis, MN
BUY
 -
2.97K
+ 13.52%
$504K - $525K
25K $4.34M
Jan 14, 2026 Q4 2025
Mor Wealth Management, LLC

Philadelphia, PA
BUY
 -
2.8K
New
$475K - $494K
2.8K $487K
Jan 23, 2026 Q4 2025
Erts Wealth Advisors, LLC

BUY
 -
2.6K
+ 2.79%
$441K - $459K
95.9K $16.7M
Jan 12, 2026 Q4 2025
Round Angle Advisors LLC

Red Bank, NJ
BUY
 -
2.33K
+ 12.6%
$396K - $412K
20.8K $3.62M
Jan 20, 2026 Q4 2025
Arvest Investments, Inc.

Rogers, AR
BUY
 -
2.1K
+ 1.93%
$355K - $370K
111K $19.2M
Jan 13, 2026 Q4 2025
Lionshead Wealth Management, LLC

New York, NY
BUY
 -
2.08K
+ 15.5%
$353K - $368K
15.5K $2.7M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.91K
+ 7.38%
$324K - $337K
27.8K $4.83M
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
1.85K
+ 2.62%
$314K - $327K
72.6K $12.6M
Jan 21, 2026 Q4 2025
Culbertson A N & CO Inc

BUY
 -
1.81K
+ 10.9%
$307K - $320K
18.4K $3.2M
Jan 21, 2026 Q4 2025
Greenleaf Trust

Kalamazoo, MI
BUY
 -
1.77K
New
$300K - $312K
1.77K $308K
Jan 07, 2026 Q4 2025
Hilltop National Bank

Casper, WY
BUY
 -
1.77K
+ 4.62%
$300K - $312K
40.1K $6.96M
Jan 07, 2026 Q4 2025
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
1.71K
New
$290K - $302K
1.71K $298K
Jan 22, 2026 Q4 2025
Howard Capital Management Inc.

BUY
 -
1.55K
New
$263K - $274K
1.55K $270K
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
1.55K
New
$263K - $274K
1.55K $270K
Jan 21, 2026 Q4 2025
First United Bank & Trust

BUY
 -
1.54K
+ 5.5%
$261K - $271K
29.5K $5.13M

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