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 1,249 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 |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,092
shares
|
$712,703
0.29% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
4,074
shares
|
$709,568
0.03% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,066
shares
|
$708,175
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
4,012
shares
|
$698,770
0.31% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
3,995
shares
|
$695,809
0.46% of portfolio
|
Q3 2025
Reduced 40.24%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
3,981
shares
|
$693,370
0.02% of portfolio
|
Q2 2025
Reduced 16.07%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,948
shares
|
$687,623
0.0% of portfolio
|
Q2 2025
Added 16350.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,944
shares
|
$686,926
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
3,932
shares
|
$684,836
0.29% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,893
shares
|
$678,043
0.04% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
3,891
shares
|
$677,695
0.32% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,880
shares
|
$675,779
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,786
shares
|
$659,407
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
3,786
shares
|
$659,407
0.13% of portfolio
|
Q2 2025
Added 89.49%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,771
shares
|
$656,795
0.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
3,769
shares
|
$656,446
0.11% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
3,731
shares
|
$649,828
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,705
shares
|
$645,299
0.05% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,703
shares
|
$644,951
0.0% of portfolio
|
Q2 2025
Added 34.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,676
shares
|
$640,248
0.08% of portfolio
|
Q3 2025
Reduced 19.79%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,672
shares
|
$639,552
0.02% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
3,672
shares
|
$639,552
0.27% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
3,650
shares
|
$635,720
0.51% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
3,643
shares
|
$634,501
0.36% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
3,634
shares
|
$632,933
0.12% of portfolio
|
Q2 2025
Reduced 2.94%
|