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 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
82+ 2.25% |
$13.5K - $14.3K
|
3.73K
$648K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
81+ 3.61% |
$13.3K - $14.1K
|
2.33K
$404K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
80New |
$13.2K - $14K
|
80
$13.9K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
78New |
$12.8K - $13.6K
|
78
$13.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
78+ 5.76% |
$12.8K - $13.6K
|
1.43K
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
78+ 0.33% |
$12.8K - $13.6K
|
23.8K
$4.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
75+ 14.59% |
$12.3K - $13.1K
|
589
$102K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
74+ 2.54% |
$12.2K - $12.9K
|
2.98K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
74+ 1.2% |
$12.2K - $12.9K
|
6.22K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
72+ 3.75% |
$11.9K - $12.6K
|
1.99K
$346K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
71+ 0.08% |
$11.7K - $12.4K
|
87.7K
$15.2M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.49% |
$11.5K - $12.2K
|
14.3K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
69+ 2.89% |
$11.4K - $12K
|
2.46K
$427K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65+ 5.07% |
$10.7K - $11.3K
|
1.35K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
64+ 4.42% |
$10.5K - $11.2K
|
1.51K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
59+ 2.59% |
$9.71K - $10.3K
|
2.34K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 0.41% |
$9.38K - $9.95K
|
14K
$2.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
57+ 1.86% |
$9.38K - $9.95K
|
3.11K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
57+ 4.21% |
$9.38K - $9.95K
|
1.41K
$245K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 3.97% |
$9.22K - $9.78K
|
1.47K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
56+ 4.21% |
$9.22K - $9.78K
|
1.39K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
55+ 1.52% |
$9.05K - $9.6K
|
3.67K
$637K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
55+ 1.63% |
$9.05K - $9.6K
|
3.43K
$597K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
54+ 2.0% |
$8.89K - $9.43K
|
2.76K
$480K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
53+ 2.2% |
$8.73K - $9.25K
|
2.46K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
52+ 1.88% |
$8.56K - $9.08K
|
2.82K
$490K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
52+ 7.23% |
$8.56K - $9.08K
|
771
$134K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
52+ 9.87% |
$8.56K - $9.08K
|
579
$101K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
51New |
$8.4K - $8.9K
|
51
$8.87K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
50+ 1.04% |
$8.23K - $8.73K
|
4.86K
$844K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 2.47% |
$8.23K - $8.73K
|
2.08K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
48+ 1.16% |
$7.9K - $8.38K
|
4.19K
$728K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
47+ 0.03% |
$7.74K - $8.21K
|
170K
$29.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
47+ 0.91% |
$7.74K - $8.21K
|
5.23K
$908K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
46+ 2.26% |
$7.57K - $8.03K
|
2.08K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
45+ 0.39% |
$7.41K - $7.86K
|
11.6K
$2.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
43+ 0.8% |
$7.08K - $7.51K
|
5.39K
$936K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
43+ 0.24% |
$7.08K - $7.51K
|
18.1K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.44% |
$6.91K - $7.33K
|
9.49K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
42+ 3.24% |
$6.91K - $7.33K
|
1.34K
$232K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
41+ 1.31% |
$6.75K - $7.16K
|
3.17K
$551K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
40+ 2.77% |
$6.59K - $6.98K
|
1.48K
$258K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
40+ 80.0% |
$6.59K - $6.98K
|
90
$15.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
40+ 500.0% |
$6.59K - $6.98K
|
48
$8.34K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
35+ 2.4% |
$5.76K - $6.11K
|
1.5K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
34+ 1.22% |
$5.6K - $5.94K
|
2.83K
$492K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34+ 12.73% |
$5.6K - $5.94K
|
301
$52.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
32New |
$5.27K - $5.59K
|
32
$5.56K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
31+ 0.5% |
$5.1K - $5.41K
|
6.24K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
31+ 0.93% |
$5.1K - $5.41K
|
3.35K
$582K
|
|