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 1,238 institutions that hold shares in the stock, with a total of 70.4 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 |
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
2,603
shares
|
$437,199
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,600
shares
|
$436,696
0.0% of portfolio
|
Q2 2025
Reduced 51.95%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,600
shares
|
$436,696
0.15% of portfolio
|
Q4 2022
Reduced 9.25%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,574
shares
|
$432,329
0.03% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
2,573
shares
|
$432,161
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,543
shares
|
$427,122
0.24% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,542
shares
|
$426,954
0.02% of portfolio
|
Q1 2022
Reduced 0.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,541
shares
|
$426,786
0.05% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,536
shares
|
$425,946
0.01% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,532
shares
|
$425,274
0.04% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,521
shares
|
$423,427
0.16% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
2,511
shares
|
$421,747
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
2,507
shares
|
$421,075
0.05% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
2,503
shares
|
$420,403
0.16% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,503
shares
|
$420,403
0.34% of portfolio
|
Q1 2024
Added 55.56%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,496
shares
|
$419,228
0.11% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,482
shares
|
$416,876
0.03% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,477
shares
|
$416,036
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
2,459
shares
|
$413,013
0.16% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
2,452
shares
|
$411,837
0.24% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,437
shares
|
$409,318
0.03% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,424
shares
|
$407,135
0.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
2,422
shares
|
$406,799
0.08% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,420
shares
|
$406,463
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
2,414
shares
|
$405,455
0.06% of portfolio
|
Q1 2025
Added 0.04%
|