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 1,222 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
541,297
shares
|
$90.9 Million
3.24% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
528,419
shares
|
$88.8 Million
9.8% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
479,638
shares
|
$80.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
462,974
shares
|
$77.8 Million
0.1% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
459,593
shares
|
$77.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
451,331
shares
|
$75.8 Million
0.06% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,442
shares
|
$67.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
395,927
shares
|
$66.5 Million
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
373,247
shares
|
$62.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
358,122
shares
|
$60.2 Million
6.49% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
315,976
shares
|
$53.1 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
313,557
shares
|
$52.7 Million
0.12% of portfolio
|
Q4 2024
Added 33.11%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
309,883
shares
|
$52 Million
2.84% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
290,447
shares
|
$48.8 Million
0.09% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
287,130
shares
|
$48.2 Million
6.49% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
282,016
shares
|
$47.4 Million
0.06% of portfolio
|
Q1 2025
Added 31.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
270,921
shares
|
$45.5 Million
0.43% of portfolio
|
Q1 2025
Reduced 29.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
266,282
shares
|
$44.7 Million
0.27% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
250,916
shares
|
$42.1 Million
4.86% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
245,219
shares
|
$41.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
242,873
shares
|
$40.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
234,343
shares
|
$39.4 Million
0.08% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
234,094
shares
|
$39.3 Million
2.46% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
220,403
shares
|
$37 Million
7.3% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$33.6 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|