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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,012
shares
|
$334,374
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
2,006
shares
|
$333,377
0.3% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
2,005
shares
|
$333,210
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,000
shares
|
$332,380
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$332,380
0.32% of portfolio
|
Q4 2020
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
1,999
shares
|
$332,213
0.09% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
1,998
shares
|
$332,047
0.17% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,980
shares
|
$329,056
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,978
shares
|
$328,723
0.08% of portfolio
|
Q1 2025
Reduced 88.57%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,968
shares
|
$327,061
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,967
shares
|
$326,895
0.02% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,955
shares
|
$324,901
0.03% of portfolio
|
Q1 2025
Reduced 38.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,949
shares
|
$323,904
0.02% of portfolio
|
Q2 2024
Reduced 73.78%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
1,947
shares
|
$323,571
0.15% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,934
shares
|
$321,411
0.49% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,925
shares
|
$319,915
0.19% of portfolio
|
Q2 2023
Added 100.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,925
shares
|
$319,915
0.0% of portfolio
|
Q4 2024
Added 38.49%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,919
shares
|
$318,918
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,909
shares
|
$317,256
0.14% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,899
shares
|
$315,594
0.05% of portfolio
|
Q1 2022
Reduced 34.47%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,897
shares
|
$315,262
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,897
shares
|
$315,262
0.07% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
1,896
shares
|
$315,096
0.06% of portfolio
|
Q1 2025
Reduced 77.86%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
1,896
shares
|
$315,096
0.3% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,891
shares
|
$314,265
0.03% of portfolio
|
Q1 2025
Added 22.71%
|