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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,503
shares
|
$415,973
0.34% of portfolio
|
Q1 2024
Added 55.56%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,482
shares
|
$412,483
0.03% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,473
shares
|
$410,987
0.01% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,459
shares
|
$408,661
0.03% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
2,452
shares
|
$407,497
0.24% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,426
shares
|
$403,176
0.03% of portfolio
|
Q1 2025
Reduced 39.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,424
shares
|
$402,844
0.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
2,422
shares
|
$402,512
0.08% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,420
shares
|
$402,179
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,415
shares
|
$401,348
0.03% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
2,414
shares
|
$401,182
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
2,414
shares
|
$401,182
0.01% of portfolio
|
Q1 2025
Added 68.93%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,413
shares
|
$401,016
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,410
shares
|
$400,517
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,401
shares
|
$399,022
0.03% of portfolio
|
Q4 2023
Added 4.39%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
2,400
shares
|
$398,856
0.17% of portfolio
|
Q4 2022
Reduced 11.11%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
2,390
shares
|
$397,194
0.09% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,378
shares
|
$395,199
0.05% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,369
shares
|
$393,704
0.04% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,339
shares
|
$388,718
0.13% of portfolio
|
Q2 2022
Closed
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,331
shares
|
$387,388
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,327
shares
|
$386,724
0.01% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,323
shares
|
$386,059
0.01% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,318
shares
|
$385,228
0.02% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
2,317
shares
|
$385,062
0.02% of portfolio
|
Q4 2024
Reduced 18.1%
|