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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
16,027
shares
|
$2.66 Million
0.13% of portfolio
|
Q2 2024
Reduced 15.77%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
16,027
shares
|
$2.66 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,949
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
15,826
shares
|
$2.63 Million
0.04% of portfolio
|
Q1 2025
Added 324.06%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
15,821
shares
|
$2.63 Million
1.55% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
15,642
shares
|
$2.6 Million
1.52% of portfolio
|
Q2 2022
Reduced 86.94%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
15,411
shares
|
$2.56 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,397
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,361
shares
|
$2.55 Million
0.14% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,066
shares
|
$2.5 Million
0.85% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
15,027
shares
|
$2.5 Million
1.71% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
14,945
shares
|
$2.48 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
14,778
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
14,692
shares
|
$2.44 Million
1.3% of portfolio
|
Q4 2022
Added 173.44%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
14,617
shares
|
$2.43 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
14,588
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
14,287
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
14,101
shares
|
$2.34 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14,096
shares
|
$2.34 Million
0.15% of portfolio
|
Q1 2025
Added 50.15%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
13,895
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Added 23.58%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
13,888
shares
|
$2.31 Million
0.48% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
13,785
shares
|
$2.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
13,724
shares
|
$2.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,709
shares
|
$2.28 Million
0.17% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
13,700
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2024
Added 24.55%
|