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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,022
shares
|
$511,352
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,009
shares
|
$509,152
0.02% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,008
shares
|
$508,983
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$507,630
0.31% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,995
shares
|
$506,783
0.05% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,975
shares
|
$503,399
0.01% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
2,958
shares
|
$500,523
0.01% of portfolio
|
Q1 2025
Added 28.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,949
shares
|
$499,000
0.04% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,947
shares
|
$498,661
0.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,943
shares
|
$497,985
0.03% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,942
shares
|
$497,815
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,932
shares
|
$496,123
0.01% of portfolio
|
Q4 2023
Reduced 31.61%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,913
shares
|
$492,908
0.18% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,910
shares
|
$492,401
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
2,907
shares
|
$491,893
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
2,875
shares
|
$486,478
0.11% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
2,865
shares
|
$484,786
0.12% of portfolio
|
Q3 2023
Reduced 11.57%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
2,860
shares
|
$483,940
0.41% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
2,852
shares
|
$482,586
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,839
shares
|
$480,387
0.16% of portfolio
|
Q3 2022
Added 13.11%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,837
shares
|
$480,048
0.11% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,830
shares
|
$478,864
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,801
shares
|
$473,957
0.05% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,799
shares
|
$473,618
0.29% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,774
shares
|
$469,388
0.03% of portfolio
|
Q1 2025
Reduced 28.12%
|