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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
85,151
shares
|
$14.2 Million
0.19% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
84,527
shares
|
$14 Million
1.17% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
83,022
shares
|
$13.8 Million
0.47% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
82,993
shares
|
$13.8 Million
0.56% of portfolio
|
Q1 2025
Added 1567.2%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
81,802
shares
|
$13.6 Million
4.24% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
80,703
shares
|
$13.4 Million
1.38% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
79,486
shares
|
$13.2 Million
0.14% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
79,178
shares
|
$13.2 Million
0.31% of portfolio
|
Q1 2025
Added 125.77%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
77,875
shares
|
$12.9 Million
9.28% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
77,108
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
76,905
shares
|
$12.8 Million
1.62% of portfolio
|
Q2 2025
Added 48.86%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
76,629
shares
|
$12.7 Million
3.99% of portfolio
|
Q1 2023
Reduced 0.36%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
76,427
shares
|
$12.7 Million
0.08% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
72,496
shares
|
$12 Million
0.71% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
71,785
shares
|
$11.9 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
66,455
shares
|
$11 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
65,067
shares
|
$10.8 Million
1.3% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
64,461
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
64,300
shares
|
$10.7 Million
1.8% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
64,046
shares
|
$10.6 Million
3.48% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
63,766
shares
|
$10.6 Million
0.18% of portfolio
|
Q1 2025
Added 55.98%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
63,156
shares
|
$10.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
63,042
shares
|
$10.5 Million
4.59% of portfolio
|
Q1 2023
Added 7.1%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
62,082
shares
|
$10.3 Million
3.37% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
61,740
shares
|
$10.3 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.72%
|