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 |
|---|---|---|---|---|---|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
2,860
shares
|
$498,126
0.11% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,852
shares
|
$496,732
0.02% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,839
shares
|
$494,468
0.16% of portfolio
|
Q3 2022
Added 13.11%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,838
shares
|
$494,294
0.11% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,830
shares
|
$492,901
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,829
shares
|
$492,726
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
2,807
shares
|
$488,895
0.27% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
2,801
shares
|
$487,850
0.37% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
2,794
shares
|
$486,630
0.03% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
2,792
shares
|
$486,282
0.13% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,768
shares
|
$482,102
0.01% of portfolio
|
Q2 2025
Added 88.3%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,765
shares
|
$481,580
0.06% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
2,758
shares
|
$480,360
0.03% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
2,753
shares
|
$479,490
0.21% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
2,737
shares
|
$476,703
0.01% of portfolio
|
Q2 2025
Reduced 28.78%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
2,731
shares
|
$475,658
0.21% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
2,729
shares
|
$475,309
0.05% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,711
shares
|
$472,174
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
2,706
shares
|
$471,304
0.09% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,706
shares
|
$471,304
0.01% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,696
shares
|
$469,562
0.04% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,674
shares
|
$465,730
0.05% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,672
shares
|
$465,382
0.18% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,671
shares
|
$465,208
0.05% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,665
shares
|
$464,163
0.11% of portfolio
|
Q1 2025
Reduced 1.04%
|