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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
61,150
shares
|
$10.2 Million
1.12% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
60,956
shares
|
$10.1 Million
2.02% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
60,953
shares
|
$10.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
60,332
shares
|
$10 Million
0.49% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
60,305
shares
|
$10 Million
0.34% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
59,543
shares
|
$9.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
59,526
shares
|
$9.89 Million
2.68% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
58,473
shares
|
$9.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
58,008
shares
|
$9.64 Million
1.75% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
57,664
shares
|
$9.58 Million
0.24% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
57,298
shares
|
$9.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
56,649
shares
|
$9.41 Million
0.23% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
56,062
shares
|
$9.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
55,137
shares
|
$9.16 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
54,946
shares
|
$9.13 Million
0.36% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
54,748
shares
|
$9.1 Million
0.34% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
54,625
shares
|
$9.08 Million
0.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
54,512
shares
|
$9.06 Million
0.78% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
53,804
shares
|
$8.94 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
53,668
shares
|
$8.92 Million
0.07% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
53,107
shares
|
$8.83 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
52,665
shares
|
$8.75 Million
0.13% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
52,214
shares
|
$8.68 Million
1.06% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
51,791
shares
|
$8.61 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
51,701
shares
|
$8.59 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.67%
|