Institutional Ownership Vanguard Mid Cap Value Index F (VOE)
This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE). We have compiled data on the 1,251 institutions that hold shares in the stock, with a total of 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
25,830
shares
|
$4.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
25,762
shares
|
$4.49 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
25,673
shares
|
$4.47 Million
0.1% of portfolio
|
Q2 2025
Added 31.48%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
25,658
shares
|
$4.47 Million
3.14% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
25,546
shares
|
$4.45 Million
0.21% of portfolio
|
Q2 2025
Added 395.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
25,533
shares
|
$4.45 Million
0.22% of portfolio
|
Q2 2025
Added 81.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
25,344
shares
|
$4.41 Million
0.01% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
25,044
shares
|
$4.36 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
25,040
shares
|
$4.36 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,027
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2023
Reduced 29.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,995
shares
|
$4.35 Million
0.05% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
24,733
shares
|
$4.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 54.82%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
24,502
shares
|
$4.27 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
24,374
shares
|
$4.25 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
24,368
shares
|
$4.24 Million
0.06% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,323
shares
|
$4.24 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
24,051
shares
|
$4.19 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
23,968
shares
|
$4.17 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
23,832
shares
|
$4.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
23,831
shares
|
$4.15 Million
2.67% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
23,616
shares
|
$4.11 Million
0.1% of portfolio
|
Q2 2025
Reduced 70.17%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
23,585
shares
|
$4.11 Million
0.1% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
23,542
shares
|
$4.1 Million
3.23% of portfolio
|
Q4 2022
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,200
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,200
shares
|
$4.04 Million
0.03% of portfolio
|
Q2 2025
New holding
|