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 1,205 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
190,023
shares
|
$30.7 Million
2.94% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
186,158
shares
|
$30 Million
3.06% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
179,580
shares
|
$29 Million
0.42% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
177,641
shares
|
$28.7 Million
0.81% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
176,248
shares
|
$28.4 Million
5.5% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
176,059
shares
|
$28.4 Million
3.96% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
165,925
shares
|
$26.8 Million
1.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
165,198
shares
|
$26.7 Million
7.15% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
163,750
shares
|
$26.4 Million
4.26% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
160,880
shares
|
$26 Million
0.7% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
157,133
shares
|
$25.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
151,103
shares
|
$24.4 Million
0.46% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,998
shares
|
$23.9 Million
0.02% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
147,114
shares
|
$23.7 Million
2.93% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
141,261
shares
|
$22.8 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
140,708
shares
|
$22.7 Million
5.84% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
140,612
shares
|
$22.7 Million
9.54% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
140,057
shares
|
$22.6 Million
0.37% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
139,300
shares
|
$22.5 Million
11.34% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
138,886
shares
|
$22.4 Million
0.11% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
136,720
shares
|
$22.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
135,671
shares
|
$21.9 Million
5.35% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
129,942
shares
|
$21 Million
0.06% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
129,464
shares
|
$20.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
128,660
shares
|
$20.8 Million
0.56% of portfolio
|
Q1 2025
Added 1405.5%
|