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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.18KNew |
$195K - $207K
|
1.18K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.18KNew |
$194K - $206K
|
1.18K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.16KNew |
$190K - $202K
|
1.16K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.16K+ 2.49% |
$190K - $202K
|
47.6K
$8.28M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.16KNew |
$190K - $202K
|
1.16K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.13K+ 4.65% |
$186K - $198K
|
25.5K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.13K+ 9.92% |
$186K - $197K
|
12.5K
$2.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.12K+ 24.97% |
$184K - $195K
|
5.58K
$970K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.11K+ 5.29% |
$183K - $194K
|
22.1K
$3.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
1.07K+ 3.42% |
$177K - $187K
|
32.4K
$5.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.06K+ 0.99% |
$174K - $184K
|
108K
$18.8M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
1.04KNew |
$172K - $182K
|
1.04K
$181K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.03K+ 31.64% |
$170K - $180K
|
4.3K
$747K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 26.77% |
$170K - $180K
|
4.89K
$850K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
963+ 17.86% |
$159K - $168K
|
6.35K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
962+ 13.43% |
$158K - $168K
|
8.13K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
950+ 9.74% |
$156K - $166K
|
10.7K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
911+ 341.2% |
$150K - $159K
|
1.18K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
890+ 3.95% |
$147K - $155K
|
23.4K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
887+ 23.95% |
$146K - $155K
|
4.59K
$798K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
883+ 4.29% |
$145K - $154K
|
21.5K
$3.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
866+ 16.2% |
$143K - $151K
|
6.21K
$1.08M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
860New |
$142K - $150K
|
860
$150K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
840+ 5.25% |
$138K - $147K
|
16.8K
$2.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
825+ 29.91% |
$136K - $144K
|
3.58K
$623K
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
790+ 3.41% |
$130K - $138K
|
24K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
776+ 4.85% |
$128K - $135K
|
16.8K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
775+ 4.91% |
$128K - $135K
|
16.6K
$2.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
762+ 6.71% |
$125K - $133K
|
12.1K
$2.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
738+ 0.16% |
$121K - $129K
|
464K
$80.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
715+ 2.5% |
$118K - $125K
|
29.4K
$5.1M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
715+ 12.79% |
$118K - $125K
|
6.31K
$1.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
706+ 31.67% |
$116K - $123K
|
2.94K
$510K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
693+ 1.12% |
$114K - $121K
|
62.8K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
690+ 1.25% |
$114K - $120K
|
55.8K
$9.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
688+ 4.71% |
$113K - $120K
|
15.3K
$2.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
685+ 9.55% |
$113K - $120K
|
7.86K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
675+ 10.46% |
$111K - $118K
|
7.13K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
669+ 17.24% |
$110K - $117K
|
4.55K
$791K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
658+ 9.06% |
$108K - $115K
|
7.92K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
633+ 4.65% |
$104K - $111K
|
14.3K
$2.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
628+ 8.78% |
$103K - $110K
|
7.78K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
598+ 14.35% |
$98.4K - $104K
|
4.77K
$829K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
585+ 47.76% |
$96.3K - $102K
|
1.81K
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
580New |
$95.5K - $101K
|
580
$101K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
577+ 29.97% |
$95K - $101K
|
2.5K
$435K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
573+ 4.75% |
$94.3K - $100K
|
12.6K
$2.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
569+ 19.2% |
$93.7K - $99.3K
|
3.53K
$614K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
559+ 1.81% |
$92K - $97.6K
|
31.4K
$5.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
557+ 42.91% |
$91.7K - $97.2K
|
1.86K
$322K
|
|