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 1,252 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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
5,427
shares
|
$945,220
0.03% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
5,417
shares
|
$943,478
0.09% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
5,405
shares
|
$941,388
0.31% of portfolio
|
Q2 2025
Added 87.87%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
5,404
shares
|
$941,214
0.21% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
5,394
shares
|
$939,472
0.47% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,391
shares
|
$938,950
0.04% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
5,391
shares
|
$938,950
0.16% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,385
shares
|
$937,905
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,381
shares
|
$937,208
0.06% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,346
shares
|
$931,112
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
5,321
shares
|
$926,758
0.27% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,318
shares
|
$926,236
0.06% of portfolio
|
Q2 2024
Reduced 51.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,308
shares
|
$924,494
0.0% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
5,304
shares
|
$923,797
0.57% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,298
shares
|
$922,752
0.06% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,291
shares
|
$921,533
0.0% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
5,275
shares
|
$918,746
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,273
shares
|
$918,398
0.33% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
5,253
shares
|
$914,915
0.02% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
5,232
shares
|
$911,257
0.1% of portfolio
|
Q2 2025
Reduced 42.99%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,178
shares
|
$901,852
0.03% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
5,099
shares
|
$888,092
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,097
shares
|
$887,744
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,059
shares
|
$881,126
0.05% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,051
shares
|
$879,732
0.46% of portfolio
|
Q1 2023
New holding
|