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 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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$34.8 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
197,125
shares
|
$34.3 Million
3.07% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
190,501
shares
|
$33.2 Million
2.81% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
189,333
shares
|
$33 Million
0.4% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
183,769
shares
|
$32 Million
0.16% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
182,825
shares
|
$31.8 Million
0.16% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
182,387
shares
|
$31.8 Million
0.73% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
173,377
shares
|
$30.2 Million
3.73% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
171,565
shares
|
$29.9 Million
0.51% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
170,565
shares
|
$29.7 Million
7.56% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
169,666
shares
|
$29.6 Million
1.03% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
167,396
shares
|
$29.2 Million
6.27% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
151,713
shares
|
$26.4 Million
2.64% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
148,832
shares
|
$25.9 Million
0.26% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,998
shares
|
$25.8 Million
0.02% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
144,648
shares
|
$25.2 Million
0.49% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
141,799
shares
|
$24.7 Million
4.7% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
140,887
shares
|
$24.5 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
|
$24.4 Million
0.37% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
136,747
shares
|
$23.8 Million
10.84% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
135,259
shares
|
$23.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
135,003
shares
|
$23.5 Million
0.06% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
124,417
shares
|
$21.7 Million
4.26% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
121,161
shares
|
$21.1 Million
0.45% of portfolio
|
Q3 2025
Added 1532.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
120,148
shares
|
$20.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|