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 1,242 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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
33,426
shares
|
$5.61 Million
4.11% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
33,349
shares
|
$5.6 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
32,862
shares
|
$5.52 Million
3.77% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
32,801
shares
|
$5.51 Million
0.42% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
32,246
shares
|
$5.42 Million
0.62% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
32,223
shares
|
$5.41 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
32,175
shares
|
$5.4 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
32,129
shares
|
$5.4 Million
4.34% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
31,949
shares
|
$5.37 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
31,906
shares
|
$5.36 Million
0.1% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
31,890
shares
|
$5.36 Million
2.86% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
31,407
shares
|
$5.28 Million
2.12% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
31,373
shares
|
$5.27 Million
3.43% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
31,276
shares
|
$5.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
31,083
shares
|
$5.22 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
30,822
shares
|
$5.18 Million
2.83% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
30,822
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2025
Added 82.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
30,524
shares
|
$5.13 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,421
shares
|
$5.11 Million
0.16% of portfolio
|
Q2 2020
Added 4.51%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
29,895
shares
|
$5.02 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
29,826
shares
|
$5.01 Million
2.31% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
29,338
shares
|
$4.93 Million
0.18% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
29,178
shares
|
$4.9 Million
2.19% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
28,896
shares
|
$4.85 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
28,844
shares
|
$4.84 Million
2.34% of portfolio
|
Q2 2025
Added 16.1%
|