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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
12,331
shares
|
$2.15 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
12,300
shares
|
$2.14 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
12,292
shares
|
$2.14 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
12,257
shares
|
$2.13 Million
0.16% of portfolio
|
Q3 2025
Added 56.04%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
12,066
shares
|
$2.1 Million
0.12% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
11,948
shares
|
$2.08 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
11,864
shares
|
$2.07 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
11,818
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
11,732
shares
|
$2.04 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
11,685
shares
|
$2.04 Million
1.64% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
11,565
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
11,530
shares
|
$2.01 Million
1.19% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
11,420
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Added 25.22%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
11,358
shares
|
$1.98 Million
1.34% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
11,357
shares
|
$1.98 Million
0.33% of portfolio
|
Q2 2025
Added 30.39%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
11,175
shares
|
$1.95 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,146
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,112
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
11,031
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,008
shares
|
$1.92 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,991
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
10,973
shares
|
$1.91 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
10,945
shares
|
$1.91 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,847
shares
|
$1.89 Million
0.47% of portfolio
|
Q2 2023
Reduced 1.8%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
10,847
shares
|
$1.89 Million
0.55% of portfolio
|
Q2 2025
Added 0.31%
|