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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,663
shares
|
$463,814
0.09% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,609
shares
|
$454,409
0.01% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
2,608
shares
|
$454,235
0.16% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,600
shares
|
$452,841
0.0% of portfolio
|
Q2 2025
Reduced 51.95%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,600
shares
|
$452,841
0.15% of portfolio
|
Q4 2022
Reduced 9.25%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,575
shares
|
$448,487
0.05% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,574
shares
|
$448,313
0.03% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,573
shares
|
$448,139
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,543
shares
|
$442,914
0.24% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,542
shares
|
$442,740
0.02% of portfolio
|
Q1 2022
Reduced 0.94%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,536
shares
|
$441,695
0.01% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,532
shares
|
$440,998
0.04% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,515
shares
|
$438,037
0.1% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
2,511
shares
|
$437,340
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,503
shares
|
$435,947
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
2,503
shares
|
$435,947
0.16% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
2,503
shares
|
$435,947
0.35% of portfolio
|
Q1 2024
Added 55.56%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,496
shares
|
$434,728
0.11% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,490
shares
|
$433,683
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,479
shares
|
$431,767
0.01% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,477
shares
|
$431,419
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
2,470
shares
|
$430,199
0.03% of portfolio
|
Q3 2025
Reduced 61.36%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,466
shares
|
$429,503
0.1% of portfolio
|
Q3 2025
Reduced 49.38%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,462
shares
|
$428,806
0.01% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
2,459
shares
|
$428,284
0.16% of portfolio
|
Q2 2025
Added 2.46%
|