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 1,205 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
126,367
shares
|
$20.4 Million
4.54% of portfolio
|
Q1 2025
Added 26.96%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
125,502
shares
|
$20.3 Million
2.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
124,768
shares
|
$20.1 Million
4.52% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
123,323
shares
|
$19.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
121,569
shares
|
$19.6 Million
0.05% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
118,133
shares
|
$19.1 Million
0.29% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
116,967
shares
|
$18.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 32.02%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
112,875
shares
|
$18.2 Million
6.64% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
109,424
shares
|
$17.7 Million
1.18% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
108,525
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
106,770
shares
|
$17.2 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
104,876
shares
|
$16.9 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
104,716
shares
|
$16.9 Million
2.65% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
103,895
shares
|
$16.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
101,195
shares
|
$16.3 Million
0.04% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
100,449
shares
|
$16.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
99,790
shares
|
$16.1 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
98,892
shares
|
$16 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
96,239
shares
|
$15.5 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
|
$15.2 Million
2.3% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
93,990
shares
|
$15.2 Million
1.01% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
90,354
shares
|
$14.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
89,852
shares
|
$14.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
87,572
shares
|
$14.1 Million
0.48% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
86,587
shares
|
$14 Million
4.78% of portfolio
|
Q1 2025
Added 3.77%
|