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 70.9 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 |
|---|---|---|---|---|---|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
87,677
shares
|
$15.3 Million
3.66% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
85,805
shares
|
$14.9 Million
3.22% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
84,413
shares
|
$14.7 Million
0.08% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
84,223
shares
|
$14.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
84,138
shares
|
$14.7 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
83,409
shares
|
$14.5 Million
0.43% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
82,935
shares
|
$14.4 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
81,802
shares
|
$14.2 Million
4.24% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
76,629
shares
|
$13.3 Million
3.99% of portfolio
|
Q1 2023
Reduced 0.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
76,488
shares
|
$13.3 Million
0.19% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
76,486
shares
|
$13.3 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
75,596
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
72,165
shares
|
$12.6 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
70,747
shares
|
$12.3 Million
0.29% of portfolio
|
Q3 2025
Added 298.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
70,358
shares
|
$12.3 Million
0.08% of portfolio
|
Q2 2025
Added 124.95%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
69,236
shares
|
$12.1 Million
0.13% of portfolio
|
Q2 2025
Added 964.84%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
68,535
shares
|
$11.9 Million
0.19% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
67,945
shares
|
$11.8 Million
1.1% of portfolio
|
Q2 2025
Reduced 45.86%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
67,476
shares
|
$11.8 Million
1.23% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
67,336
shares
|
$11.7 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
67,133
shares
|
$11.7 Million
8.56% of portfolio
|
Q3 2025
Added 34.89%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
65,935
shares
|
$11.5 Million
3.36% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
65,646
shares
|
$11.4 Million
1.95% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
63,528
shares
|
$11.1 Million
4.54% of portfolio
|
Q2 2025
Added 96.36%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
63,042
shares
|
$11 Million
4.59% of portfolio
|
Q1 2023
Added 7.1%
|