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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,574,272
shares
|
$760 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,291,924
shares
|
$713 Million
1.63% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,103,054
shares
|
$682 Million
1.82% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,262,796
shares
|
$542 Million
0.11% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,080,204
shares
|
$512 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,458,300
shares
|
$409 Million
0.09% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,454,026
shares
|
$408 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,941,073
shares
|
$323 Million
0.97% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,710,038
shares
|
$284 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,559,068
shares
|
$259 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,515,445
shares
|
$252 Million
2.04% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,510,597
shares
|
$251 Million
0.08% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,457,395
shares
|
$242 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,416,880
shares
|
$235 Million
2.17% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,190,312
shares
|
$198 Million
14.11% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,026,625
shares
|
$171 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
967,146
shares
|
$161 Million
0.13% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
928,390
shares
|
$154 Million
0.04% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
823,904
shares
|
$137 Million
1.85% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
795,512
shares
|
$132 Million
3.33% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
786,949
shares
|
$131 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
612,076
shares
|
$102 Million
1.23% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
606,727
shares
|
$101 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
604,897
shares
|
$101 Million
0.11% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
566,564
shares
|
$94.2 Million
0.15% of portfolio
|
Q1 2025
Added 23.71%
|