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 1,233 institutions that hold shares in the stock, with a total of 70.7 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$33.6 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
191,367
shares
|
$32.1 Million
3.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
190,501
shares
|
$32 Million
2.81% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
182,387
shares
|
$30.6 Million
0.73% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
179,580
shares
|
$30.2 Million
0.42% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
171,565
shares
|
$28.8 Million
0.51% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
170,565
shares
|
$28.6 Million
7.56% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
168,612
shares
|
$28.3 Million
3.73% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
167,618
shares
|
$28.2 Million
6.28% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
165,925
shares
|
$27.9 Million
1.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
157,133
shares
|
$26.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
148,832
shares
|
$25 Million
0.26% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,998
shares
|
$24.9 Million
0.02% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
144,648
shares
|
$24.3 Million
0.49% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
143,637
shares
|
$24.1 Million
2.66% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
140,887
shares
|
$23.7 Million
9.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
140,057
shares
|
$23.5 Million
0.37% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
138,886
shares
|
$23.3 Million
0.11% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
136,747
shares
|
$23 Million
10.84% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
135,986
shares
|
$22.8 Million
4.58% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
135,259
shares
|
$22.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
135,003
shares
|
$22.7 Million
0.06% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
124,417
shares
|
$20.9 Million
4.26% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
123,581
shares
|
$20.8 Million
0.07% of portfolio
|
Q2 2025
Added 91.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
121,569
shares
|
$20.4 Million
0.05% of portfolio
|
Q1 2025
Added 2.8%
|