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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,900
shares
|
$814,331
0.2% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
4,890
shares
|
$812,669
0.14% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,866
shares
|
$808,680
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
4,846
shares
|
$805,356
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,843
shares
|
$804,858
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
4,838
shares
|
$804,027
0.33% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,835
shares
|
$803,528
0.01% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,829
shares
|
$802,531
0.07% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
4,805
shares
|
$798,542
0.08% of portfolio
|
Q2 2025
Added 75.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,761
shares
|
$791,230
0.0% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
4,747
shares
|
$788,903
0.22% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
4,743
shares
|
$788,239
0.02% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,735
shares
|
$786,909
0.12% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
4,725
shares
|
$785,247
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,633
shares
|
$769,958
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,580
shares
|
$761,150
0.25% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,570
shares
|
$759,488
0.01% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
4,554
shares
|
$756,829
0.19% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,549
shares
|
$755,998
0.1% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,507
shares
|
$749,018
0.48% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
4,502
shares
|
$748,187
0.09% of portfolio
|
Q2 2025
Added 27.1%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,471
shares
|
$743,035
0.27% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
4,465
shares
|
$742,038
0.39% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,447
shares
|
$739,046
0.24% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
4,428
shares
|
$735,889
0.38% of portfolio
|
Q1 2025
Reduced 1.18%
|