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 1,252 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 |
|---|---|---|---|---|---|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
695
shares
|
$121,048
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
693
shares
|
$120,699
0.06% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
676
shares
|
$117,738
0.01% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
653
shares
|
$113,733
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
650
shares
|
$113,210
0.01% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
647
shares
|
$112,687
0.03% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
640
shares
|
$111,468
0.02% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
627
shares
|
$109,204
0.0% of portfolio
|
Q4 2023
Added 104.23%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
625
shares
|
$108,856
0.06% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
615
shares
|
$107,114
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
579
shares
|
$100,844
0.04% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
571
shares
|
$99,451
0.03% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
570
shares
|
$99,276
0.01% of portfolio
|
Q1 2023
Reduced 15.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
570
shares
|
$99,276
0.07% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
560
shares
|
$97,535
0.04% of portfolio
|
Q1 2023
Reduced 25.13%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
550
shares
|
$95,793
0.05% of portfolio
|
Q2 2025
Added 229.34%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
546
shares
|
$95,096
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
544
shares
|
$94,748
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
535
shares
|
$93,180
0.22% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
528
shares
|
$91,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
525
shares
|
$91,439
0.02% of portfolio
|
Q3 2025
Added 59.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
514
shares
|
$89,523
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
504
shares
|
$87,781
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
495
shares
|
$86,214
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
473
shares
|
$82,382
0.01% of portfolio
|
Q2 2025
Reduced 11.42%
|