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 1,214 institutions that hold shares in the stock, with a total of 70.5 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
201
shares
|
$34,011
0.01% of portfolio
|
Q1 2025
Added 474.29%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$33,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
194
shares
|
$32,826
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
191
shares
|
$32,319
0.01% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
191
shares
|
$32,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
179
shares
|
$30,288
0.02% of portfolio
|
Q1 2025
Reduced 32.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
174
shares
|
$29,442
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
167
shares
|
$28,258
0.0% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
165
shares
|
$27,919
0.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
160
shares
|
$27,073
0.01% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
146
shares
|
$24,704
0.01% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
135
shares
|
$22,843
0.01% of portfolio
|
Q4 2024
Added 800.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
133
shares
|
$22,504
0.0% of portfolio
|
Q4 2023
Reduced 35.75%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
132
shares
|
$22,335
0.0% of portfolio
|
Q2 2023
Added 500.0%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
120
shares
|
$20,305
0.0% of portfolio
|
Q1 2025
Reduced 59.6%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
113
shares
|
$19,120
0.01% of portfolio
|
Q3 2023
Reduced 32.74%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
109
shares
|
$18,443
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
109
shares
|
$18,443
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
107
shares
|
$18,105
0.01% of portfolio
|
Q4 2022
Reduced 34.36%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
106
shares
|
$17,936
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
103
shares
|
$17,428
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
103
shares
|
$17,428
0.0% of portfolio
|
Q4 2024
Reduced 51.64%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
101
shares
|
$17,090
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$16,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$16,921
0.01% of portfolio
|
Q1 2023
Added 669.23%
|