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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
25,162
shares
|
$4.18 Million
0.14% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
25,044
shares
|
$4.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,027
shares
|
$4.16 Million
0.02% of portfolio
|
Q2 2023
Reduced 29.62%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
24,850
shares
|
$4.13 Million
1.28% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
24,845
shares
|
$4.13 Million
0.38% of portfolio
|
Q1 2025
Added 86.04%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
24,844
shares
|
$4.13 Million
2.15% of portfolio
|
Q1 2025
Added 24.68%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
24,842
shares
|
$4.13 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,775
shares
|
$4.12 Million
0.09% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
24,483
shares
|
$4.07 Million
3.33% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
24,367
shares
|
$4.05 Million
2.25% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
24,313
shares
|
$4.04 Million
0.0% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
24,267
shares
|
$4.03 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
24,194
shares
|
$4.02 Million
0.17% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
24,176
shares
|
$4.02 Million
0.45% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
23,968
shares
|
$3.98 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
23,753
shares
|
$3.95 Million
2.81% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
23,542
shares
|
$3.91 Million
3.23% of portfolio
|
Q4 2022
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
23,353
shares
|
$3.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 66.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,244
shares
|
$3.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
23,134
shares
|
$3.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
23,011
shares
|
$3.82 Million
3.04% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
22,771
shares
|
$3.78 Million
2.32% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
22,086
shares
|
$3.67 Million
2.42% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
21,909
shares
|
$3.64 Million
1.02% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
21,612
shares
|
$3.59 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.27%
|