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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
5,696
shares
|
$946,618
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
5,680
shares
|
$943,959
0.07% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
5,674
shares
|
$942,962
0.07% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,671
shares
|
$942,463
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
5,656
shares
|
$939,970
0.68% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
5,628
shares
|
$935,317
0.34% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,597
shares
|
$930,165
0.01% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,579
shares
|
$927,174
0.03% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
5,556
shares
|
$923,351
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,548
shares
|
$922,022
0.03% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
5,501
shares
|
$914,211
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
5,499
shares
|
$913,878
0.3% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,468
shares
|
$908,726
0.03% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
5,429
shares
|
$902,245
0.4% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
5,417
shares
|
$900,251
0.1% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
5,411
shares
|
$899,254
0.0% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
5,405
shares
|
$898,256
0.31% of portfolio
|
Q2 2025
Added 87.87%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
5,394
shares
|
$896,428
0.4% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,391
shares
|
$895,930
0.04% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
5,391
shares
|
$895,930
0.16% of portfolio
|
Q2 2025
Reduced 40.52%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,381
shares
|
$894,268
0.06% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
5,381
shares
|
$894,268
0.04% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
5,357
shares
|
$890,279
0.04% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,342
shares
|
$887,786
0.02% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
5,325
shares
|
$884,961
0.18% of portfolio
|
Q1 2025
Added 30.96%
|