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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
119,241
shares
|
$20.8 Million
0.04% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
117,047
shares
|
$20.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
116,111
shares
|
$20.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
113,853
shares
|
$19.8 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
111,470
shares
|
$19.4 Million
1.52% of portfolio
|
Q2 2025
Added 348.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
110,713
shares
|
$19.3 Million
0.15% of portfolio
|
Q2 2025
Added 39.29%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
108,534
shares
|
$18.9 Million
2.72% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
106,977
shares
|
$18.6 Million
0.03% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
104,919
shares
|
$18.3 Million
1.67% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
104,571
shares
|
$18.2 Million
3.82% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
104,478
shares
|
$18.2 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
104,261
shares
|
$18.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
98,109
shares
|
$17.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
96,239
shares
|
$16.8 Million
2.88% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
94,081
shares
|
$16.4 Million
2.3% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
93,902
shares
|
$16.4 Million
4.82% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
91,807
shares
|
$16 Million
0.47% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
90,963
shares
|
$15.8 Million
5.16% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
90,638
shares
|
$15.8 Million
1.16% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
90,344
shares
|
$15.7 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
88,475
shares
|
$15.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
88,250
shares
|
$15.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
88,220
shares
|
$15.4 Million
0.81% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
87,980
shares
|
$15.3 Million
1.41% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
87,941
shares
|
$15.3 Million
9.96% of portfolio
|
Q3 2025
Added 3.48%
|