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 1,238 institutions that hold shares in the stock, with a total of 70.4 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,610,461
shares
|
$774 Million
0.05% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,264,948
shares
|
$716 Million
1.69% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,133,464
shares
|
$694 Million
1.45% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,057,139
shares
|
$513 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,736,032
shares
|
$460 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,579,152
shares
|
$433 Million
0.09% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,412,159
shares
|
$405 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,941,073
shares
|
$326 Million
0.97% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,674,933
shares
|
$281 Million
1.89% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,674,337
shares
|
$281 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,463,683
shares
|
$246 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,456,386
shares
|
$245 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,416,880
shares
|
$238 Million
2.17% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,197,397
shares
|
$201 Million
0.06% of portfolio
|
Q2 2025
Reduced 20.73%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,190,312
shares
|
$200 Million
14.11% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,063,962
shares
|
$179 Million
0.06% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,013,188
shares
|
$170 Million
0.12% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
984,816
shares
|
$165 Million
0.04% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
873,129
shares
|
$147 Million
1.74% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
795,512
shares
|
$134 Million
3.33% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
786,332
shares
|
$132 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
644,364
shares
|
$108 Million
0.11% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
624,697
shares
|
$105 Million
0.04% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
588,184
shares
|
$98.8 Million
1.09% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
587,936
shares
|
$98.7 Million
0.14% of portfolio
|
Q2 2025
Added 3.77%
|