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 |
|---|---|---|---|---|---|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
1,430
shares
|
$237,651
0.09% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,424
shares
|
$236,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
1,420
shares
|
$235,989
0.0% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,419
shares
|
$235,823
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,419
shares
|
$235,823
0.02% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,411
shares
|
$234,494
0.07% of portfolio
|
Q2 2025
Added 19.98%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,410
shares
|
$234,327
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,409
shares
|
$234,161
0.02% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
1,406
shares
|
$233,663
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,400
shares
|
$232,666
0.01% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
1,387
shares
|
$230,505
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,384
shares
|
$230,006
0.02% of portfolio
|
Q4 2024
Added 6820.0%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
1,384
shares
|
$230,006
0.14% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
1,381
shares
|
$229,508
0.19% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
1,376
shares
|
$228,677
0.15% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,375
shares
|
$228,511
0.09% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,372
shares
|
$228,012
0.02% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,367
shares
|
$227,181
0.12% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
1,367
shares
|
$227,181
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
1,361
shares
|
$226,184
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,353
shares
|
$224,855
0.07% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
1,353
shares
|
$224,855
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
1,349
shares
|
$224,190
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,347
shares
|
$223,857
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
1,345
shares
|
$223,525
0.03% of portfolio
|
Q3 2024
Reduced 1.82%
|