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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.86K+ 33.99% |
$306K - $324K
|
7.32K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.85K+ 1.28% |
$305K - $323K
|
146K
$25.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.85KNew |
$304K - $322K
|
1.85K
$321K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.82K+ 2.78% |
$300K - $318K
|
67.5K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.81K+ 12.53% |
$298K - $316K
|
16.3K
$2.83M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
1.81K+ 6.9% |
$297K - $315K
|
28K
$4.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.77K+ 3.16% |
$291K - $309K
|
57.7K
$10M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.75K+ 4.87% |
$288K - $306K
|
37.7K
$6.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.75KNew |
$288K - $306K
|
1.75K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
1.75KNew |
$287K - $305K
|
1.75K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.66KNew |
$274K - $290K
|
1.66K
$289K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66K+ 7.35% |
$273K - $289K
|
24.2K
$4.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.65K+ 3.63% |
$271K - $287K
|
47K
$8.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.63K+ 8.97% |
$269K - $285K
|
19.8K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.63KNew |
$269K - $285K
|
1.63K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$266K - $282K
|
1.62K
$281K
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.61K+ 4.81% |
$265K - $281K
|
35K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.61K+ 4.28% |
$264K - $280K
|
39.1K
$6.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.56K+ 14.85% |
$257K - $272K
|
12.1K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$253K - $268K
|
1.54K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1.52KNew |
$251K - $266K
|
1.52K
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 5.45% |
$242K - $257K
|
28.5K
$4.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.44K+ 72.68% |
$237K - $252K
|
3.43K
$596K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.41K+ 29.14% |
$232K - $246K
|
6.25K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.41K+ 2.65% |
$232K - $246K
|
54.6K
$9.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.41KNew |
$232K - $246K
|
1.41K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 2.31% |
$231K - $245K
|
62.4K
$10.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38K+ 5.43% |
$227K - $241K
|
26.8K
$4.67M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.37KNew |
$226K - $240K
|
1.37K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.37K+ 1.1% |
$225K - $238K
|
126K
$21.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 31.69% |
$223K - $236K
|
5.62K
$977K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.35KNew |
$223K - $236K
|
1.35K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.34K+ 63.41% |
$221K - $234K
|
3.46K
$602K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.34K+ 17.98% |
$220K - $233K
|
8.76K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.32KNew |
$218K - $231K
|
1.32K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.31K+ 5.56% |
$216K - $229K
|
24.9K
$4.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.3K+ 32.47% |
$214K - $227K
|
5.31K
$923K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.71% |
$213K - $226K
|
36.1K
$6.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.29KNew |
$213K - $226K
|
1.29K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
1.29KNew |
$212K - $225K
|
1.29K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.28K+ 2.84% |
$211K - $224K
|
46.5K
$8.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.28K+ 2.21% |
$210K - $223K
|
59.2K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.26K+ 4.93% |
$208K - $220K
|
26.8K
$4.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.25KNew |
$206K - $219K
|
1.25K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.24KNew |
$203K - $216K
|
1.24K
$215K
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.23KNew |
$202K - $215K
|
1.23K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$199K - $211K
|
1.21K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.21KNew |
$198K - $210K
|
1.21K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.2KNew |
$197K - $209K
|
1.2K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$195K - $207K
|
1.19K
$206K
|
|