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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
5,318
shares
|
$883,798
0.06% of portfolio
|
Q2 2024
Reduced 51.58%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,313
shares
|
$882,967
0.28% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
5,299
shares
|
$880,640
0.03% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,298
shares
|
$880,474
0.06% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
5,276
shares
|
$876,818
0.51% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
5,275
shares
|
$876,652
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,273
shares
|
$876,319
0.33% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
5,263
shares
|
$874,657
0.21% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
5,233
shares
|
$869,672
0.39% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
5,232
shares
|
$869,506
0.1% of portfolio
|
Q2 2025
Reduced 42.99%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,178
shares
|
$860,531
0.03% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,177
shares
|
$860,365
0.04% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,155
shares
|
$856,709
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
5,147
shares
|
$855,379
0.32% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
5,109
shares
|
$849,064
0.02% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,095
shares
|
$846,738
0.26% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,079
shares
|
$844,079
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,061
shares
|
$841,087
0.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,059
shares
|
$840,755
0.09% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,051
shares
|
$839,425
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
5,025
shares
|
$835,104
0.05% of portfolio
|
Q2 2025
Added 67.11%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
4,983
shares
|
$828,124
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
4,970
shares
|
$825,964
0.12% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
4,910
shares
|
$815,992
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
4,908
shares
|
$815,660
0.36% of portfolio
|
Q1 2025
Added 3.59%
|