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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
32,921
shares
|
$5.47 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
32,862
shares
|
$5.46 Million
3.77% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
32,801
shares
|
$5.45 Million
0.42% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
32,481
shares
|
$5.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 49.43%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
32,352
shares
|
$5.38 Million
2.4% of portfolio
|
Q1 2025
Added 25.28%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
32,292
shares
|
$5.37 Million
4.61% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
32,175
shares
|
$5.35 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
31,949
shares
|
$5.31 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
31,890
shares
|
$5.3 Million
2.86% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
31,658
shares
|
$5.26 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
31,407
shares
|
$5.22 Million
2.12% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
31,277
shares
|
$5.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 55.72%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
31,276
shares
|
$5.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
31,130
shares
|
$5.17 Million
0.6% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
30,972
shares
|
$5.15 Million
3.48% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,421
shares
|
$5.06 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
|
$4.97 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
29,826
shares
|
$4.96 Million
2.31% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
29,690
shares
|
$4.93 Million
2.56% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,665
shares
|
$4.93 Million
0.12% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
29,252
shares
|
$4.86 Million
1.28% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
29,185
shares
|
$4.85 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
29,128
shares
|
$4.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
28,896
shares
|
$4.8 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
28,784
shares
|
$4.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.77%
|