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 1,209 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 $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
40,548
shares
|
$6.86 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
40,156
shares
|
$6.79 Million
0.08% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
39,698
shares
|
$6.72 Million
2.57% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
39,200
shares
|
$6.63 Million
0.89% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
38,583
shares
|
$6.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
38,524
shares
|
$6.52 Million
1.65% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
38,009
shares
|
$6.43 Million
2.41% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
37,374
shares
|
$6.32 Million
0.95% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
37,323
shares
|
$6.32 Million
0.51% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
37,277
shares
|
$6.31 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
37,051
shares
|
$6.27 Million
3.23% of portfolio
|
Q1 2023
Added 3.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
36,426
shares
|
$6.16 Million
0.1% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
35,982
shares
|
$6.09 Million
2.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
35,645
shares
|
$6.03 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
35,618
shares
|
$6.03 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
35,510
shares
|
$6.01 Million
2.84% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
35,229
shares
|
$5.96 Million
4.35% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
35,116
shares
|
$5.94 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
34,956
shares
|
$5.91 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
34,833
shares
|
$5.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
34,246
shares
|
$5.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
33,509
shares
|
$5.67 Million
0.47% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
33,426
shares
|
$5.66 Million
4.11% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
33,253
shares
|
$5.63 Million
0.17% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
33,077
shares
|
$5.6 Million
0.17% of portfolio
|
Q1 2025
Added 6.02%
|