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 1,214 institutions that hold shares in the stock, with a total of 70.5 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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
2,756
shares
|
$466,342
0.05% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,755
shares
|
$466,173
0.0% of portfolio
|
Q1 2025
Added 49.32%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
2,750
shares
|
$465,327
0.21% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
2,746
shares
|
$464,650
0.12% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
2,745
shares
|
$464,481
0.32% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,711
shares
|
$458,728
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,711
shares
|
$458,728
0.24% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,709
shares
|
$458,389
0.04% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,706
shares
|
$457,882
0.01% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,704
shares
|
$457,543
0.01% of portfolio
|
Q1 2025
Added 87.39%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
2,692
shares
|
$455,513
0.09% of portfolio
|
Q2 2025
Added 56.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,674
shares
|
$452,467
0.05% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,672
shares
|
$452,129
0.18% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,665
shares
|
$450,944
0.11% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,663
shares
|
$450,606
0.09% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
2,602
shares
|
$440,284
0.03% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,600
shares
|
$439,946
0.15% of portfolio
|
Q4 2022
Reduced 9.25%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
2,586
shares
|
$437,577
0.08% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,585
shares
|
$437,407
0.08% of portfolio
|
Q1 2025
Added 2001.63%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,574
shares
|
$435,546
0.03% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,554
shares
|
$432,162
0.01% of portfolio
|
Q1 2025
Added 100.79%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,543
shares
|
$430,301
0.24% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,542
shares
|
$430,131
0.02% of portfolio
|
Q1 2022
Reduced 0.94%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
2,539
shares
|
$429,624
0.05% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
2,527
shares
|
$427,593
0.16% of portfolio
|
Q1 2025
Reduced 0.82%
|