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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,013
shares
|
$176,434
0.0% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
1,002
shares
|
$174,518
0.04% of portfolio
|
Q2 2025
Added 101.2%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
981
shares
|
$170,860
0.04% of portfolio
|
Q1 2022
Added 3.59%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
953
shares
|
$165,984
0.01% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
929
shares
|
$161,803
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
929
shares
|
$161,803
0.12% of portfolio
|
Q1 2025
Added 46.07%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
919
shares
|
$160,062
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
913
shares
|
$159,017
0.05% of portfolio
|
Q4 2024
Added 209.49%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
885
shares
|
$154,140
0.03% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
869
shares
|
$151,353
0.0% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
864
shares
|
$150,482
0.02% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
836
shares
|
$145,606
0.04% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
820
shares
|
$142,819
0.04% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
771
shares
|
$134,285
0.01% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
769
shares
|
$133,936
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
749
shares
|
$130,453
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
749
shares
|
$130,453
0.07% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
738
shares
|
$128,537
0.01% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
736
shares
|
$128,189
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
733
shares
|
$127,666
0.01% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
712
shares
|
$124,009
0.0% of portfolio
|
Q3 2022
Added 6.27%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
712
shares
|
$124,009
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
698
shares
|
$121,570
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
697
shares
|
$121,396
0.05% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
697
shares
|
$121,396
0.01% of portfolio
|
Q2 2025
Reduced 12.44%
|