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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
28,157
shares
|
$4.68 Million
0.62% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
27,899
shares
|
$4.64 Million
2.41% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,846
shares
|
$4.63 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
27,710
shares
|
$4.61 Million
2.26% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
27,670
shares
|
$4.6 Million
3.76% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
27,560
shares
|
$4.58 Million
4.06% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
27,183
shares
|
$4.52 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
27,165
shares
|
$4.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
27,022
shares
|
$4.49 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
27,017
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
27,000
shares
|
$4.49 Million
1.09% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
26,589
shares
|
$4.42 Million
0.01% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
26,585
shares
|
$4.42 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
26,530
shares
|
$4.41 Million
3.31% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
26,315
shares
|
$4.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
26,155
shares
|
$4.35 Million
1.56% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
26,140
shares
|
$4.34 Million
0.04% of portfolio
|
Q1 2025
Added 24.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
26,039
shares
|
$4.33 Million
0.25% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
25,908
shares
|
$4.31 Million
1.11% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
25,579
shares
|
$4.25 Million
0.32% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
25,400
shares
|
$4.22 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
25,367
shares
|
$4.22 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
25,344
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
25,261
shares
|
$4.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
25,225
shares
|
$4.19 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.78%
|