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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
18,174
shares
|
$3.02 Million
0.3% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
18,150
shares
|
$3.02 Million
0.39% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
18,090
shares
|
$3.01 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
18,060
shares
|
$3 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,037
shares
|
$3 Million
1.49% of portfolio
|
Q2 2023
Added 6.6%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
17,856
shares
|
$2.97 Million
0.11% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
17,839
shares
|
$2.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
17,828
shares
|
$2.96 Million
2.82% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
17,743
shares
|
$2.95 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
17,481
shares
|
$2.91 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
17,404
shares
|
$2.89 Million
0.35% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
17,326
shares
|
$2.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,213
shares
|
$2.86 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
17,124
shares
|
$2.85 Million
0.77% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
17,022
shares
|
$2.83 Million
0.07% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
16,958
shares
|
$2.82 Million
0.14% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,934
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
16,760
shares
|
$2.79 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
16,716
shares
|
$2.78 Million
2.79% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
16,275
shares
|
$2.7 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
16,255
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
16,253
shares
|
$2.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
16,238
shares
|
$2.7 Million
0.57% of portfolio
|
Q3 2022
Reduced 0.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
16,120
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,050
shares
|
$2.67 Million
0.05% of portfolio
|
Q1 2025
Added 0.29%
|