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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
541,297
shares
|
$90 Million
3.24% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
531,942
shares
|
$88.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
519,779
shares
|
$86.4 Million
10.35% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
505,333
shares
|
$84 Million
0.11% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
447,836
shares
|
$74.4 Million
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
416,202
shares
|
$69.2 Million
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,442
shares
|
$67.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
395,927
shares
|
$65.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
373,247
shares
|
$62 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
339,959
shares
|
$56.5 Million
6.67% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
315,976
shares
|
$52.5 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
313,557
shares
|
$52.1 Million
0.12% of portfolio
|
Q4 2024
Added 33.11%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
309,883
shares
|
$51.5 Million
2.84% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
287,130
shares
|
$47.7 Million
6.49% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
282,016
shares
|
$46.9 Million
0.06% of portfolio
|
Q1 2025
Added 31.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
270,921
shares
|
$45 Million
0.43% of portfolio
|
Q1 2025
Reduced 29.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
266,282
shares
|
$44.3 Million
0.27% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
265,756
shares
|
$44.2 Million
0.09% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
250,916
shares
|
$41.7 Million
4.86% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
245,219
shares
|
$40.8 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
242,873
shares
|
$40.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
234,343
shares
|
$38.9 Million
0.08% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
234,094
shares
|
$38.9 Million
2.46% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
220,403
shares
|
$36.6 Million
7.3% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$33.2 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|