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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
50,633
shares
|
$8.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
50,079
shares
|
$8.32 Million
2.58% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
49,901
shares
|
$8.29 Million
2.81% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
49,769
shares
|
$8.27 Million
9.73% of portfolio
|
Q2 2025
Reduced 55.91%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
48,977
shares
|
$8.14 Million
3.69% of portfolio
|
Q1 2025
Added 33.02%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
47,264
shares
|
$7.85 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
47,156
shares
|
$7.84 Million
2.83% of portfolio
|
Q3 2024
New holding
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
46,797
shares
|
$7.78 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
46,340
shares
|
$7.7 Million
0.26% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
45,610
shares
|
$7.58 Million
1.41% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
45,353
shares
|
$7.54 Million
5.96% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
45,237
shares
|
$7.52 Million
0.26% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
45,145
shares
|
$7.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
44,588
shares
|
$7.41 Million
2.69% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
43,933
shares
|
$7.3 Million
4.64% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
43,860
shares
|
$7.29 Million
0.19% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
43,808
shares
|
$7.28 Million
1.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
43,167
shares
|
$7.17 Million
2.07% of portfolio
|
Q1 2025
Added 1188.57%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
42,524
shares
|
$7.07 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
42,270
shares
|
$7.02 Million
1.49% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
42,243
shares
|
$7.02 Million
1.29% of portfolio
|
Q1 2025
Added 198.56%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
42,125
shares
|
$7 Million
1.22% of portfolio
|
Q2 2025
Reduced 49.76%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
41,690
shares
|
$6.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.11%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
41,425
shares
|
$6.88 Million
2.1% of portfolio
|
Q2 2022
Added 3.16%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
41,311
shares
|
$6.87 Million
6.56% of portfolio
|
Q1 2025
Reduced 2.48%
|