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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
16,339
shares
|
$2.85 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
16,275
shares
|
$2.83 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
16,238
shares
|
$2.83 Million
0.57% of portfolio
|
Q3 2022
Reduced 0.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
16,145
shares
|
$2.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
16,085
shares
|
$2.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
16,027
shares
|
$2.79 Million
0.12% of portfolio
|
Q2 2024
Reduced 15.77%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
16,027
shares
|
$2.79 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
16,000
shares
|
$2.79 Million
0.43% of portfolio
|
Q2 2025
Reduced 85.38%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
15,989
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 16.78%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
15,871
shares
|
$2.76 Million
2.55% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,787
shares
|
$2.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
15,642
shares
|
$2.72 Million
1.52% of portfolio
|
Q2 2022
Reduced 86.94%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
15,394
shares
|
$2.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
15,351
shares
|
$2.67 Million
1.43% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,244
shares
|
$2.66 Million
0.21% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
15,119
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
15,072
shares
|
$2.63 Million
1.79% of portfolio
|
Q3 2025
Added 24.61%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
15,008
shares
|
$2.61 Million
1.23% of portfolio
|
Q3 2025
Added 36.31%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
14,797
shares
|
$2.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
14,778
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.05%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
14,692
shares
|
$2.56 Million
1.3% of portfolio
|
Q4 2022
Added 173.44%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
14,679
shares
|
$2.56 Million
0.29% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
14,581
shares
|
$2.54 Million
1.42% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
14,460
shares
|
$2.52 Million
0.45% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
14,424
shares
|
$2.51 Million
0.93% of portfolio
|
Q2 2025
Added 254.4%
|