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 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
600KNew |
$98.8M - $105M
|
600K
$104M
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
334K+ 463.05% |
$55M - $58.3M
|
406K
$70.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
295KNew |
$48.5M - $51.4M
|
295K
$51.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
248K+ 1677.49% |
$40.8M - $43.3M
|
263K
$45.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
173KNew |
$28.5M - $30.2M
|
173K
$30.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
150K+ 3.51% |
$24.7M - $26.2M
|
4.41M
$767M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 3.15% |
$23.9M - $25.3M
|
4.76M
$827M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
114K+ 1532.46% |
$18.7M - $19.9M
|
121K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 35.97% |
$17.2M - $18.2M
|
395K
$68.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
83.2K+ 3.45% |
$13.7M - $14.5M
|
2.5M
$434M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68K+ 6.91% |
$11.2M - $11.9M
|
1.05M
$183M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.9K+ 2.32% |
$9.86M - $10.5M
|
2.64M
$459M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
59.5KNew |
$9.8M - $10.4M
|
59.5K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
55.1K+ 23.52% |
$9.06M - $9.61M
|
289K
$50.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
53K+ 298.73% |
$8.73M - $9.25M
|
70.7K
$12.3M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
44.7K+ 6228.27% |
$7.36M - $7.81M
|
45.4K
$7.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.1K+ 8.15% |
$6.44M - $6.83M
|
519K
$90.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
34.1KNew |
$5.62M - $5.96M
|
34.1K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.9K+ 4.79% |
$4.93M - $5.23M
|
655K
$114M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.7K+ 4.15% |
$4.4M - $4.67M
|
671K
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.5K+ 3.77% |
$4.2M - $4.45M
|
702K
$122M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.4K+ 102.82% |
$4.19M - $4.44M
|
50.2K
$8.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.7KNew |
$4.07M - $4.32M
|
24.7K
$4.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24.3K+ 3.05% |
$4M - $4.24M
|
820K
$143M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23.8KNew |
$3.92M - $4.15M
|
23.8K
$4.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 464.66% |
$3.89M - $4.12M
|
28.7K
$4.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.1K+ 810.58% |
$3.47M - $3.68M
|
23.7K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
19.1K+ 424.67% |
$3.15M - $3.34M
|
23.6K
$4.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
19.1K+ 3.61% |
$3.14M - $3.33M
|
548K
$95.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
18.7K+ 193.76% |
$3.08M - $3.26M
|
28.3K
$4.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
18.7K+ 6.03% |
$3.07M - $3.26M
|
329K
$57.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
17.4K+ 34.89% |
$2.86M - $3.03M
|
67.1K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
16.4KNew |
$2.7M - $2.87M
|
16.4K
$2.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.3KNew |
$2.69M - $2.85M
|
16.3K
$2.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
14.7K+ 102.52% |
$2.41M - $2.56M
|
29K
$5.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
14.2K+ 65.67% |
$2.34M - $2.48M
|
35.9K
$6.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.4K+ 1.54% |
$2.21M - $2.34M
|
887K
$154M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.3KNew |
$2.02M - $2.15M
|
12.3K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 1.08% |
$1.89M - $2M
|
1.08M
$187M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11K+ 6.03% |
$1.82M - $1.93M
|
194K
$33.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.8K+ 5.9% |
$1.77M - $1.88M
|
193K
$33.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.6K+ 24.06% |
$1.74M - $1.85M
|
54.5K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$1.73M - $1.83M
|
10.5K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
10.2KNew |
$1.68M - $1.78M
|
10.2K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 3.7% |
$1.68M - $1.78M
|
286K
$49.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
10K+ 5586.59% |
$1.65M - $1.75M
|
10.2K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.88K+ 2.76% |
$1.63M - $1.72M
|
368K
$64M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.84K+ 27.63% |
$1.62M - $1.72M
|
45.5K
$7.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.38K+ 10.22% |
$1.54M - $1.64M
|
101K
$17.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.32K+ 207.04% |
$1.53M - $1.63M
|
13.8K
$2.4M
|
|