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 |
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,472
shares
|
$247,237
0.05% of portfolio
|
Q1 2024
New holding
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,467
shares
|
$246,397
0.08% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
1,463
shares
|
$245,725
0.15% of portfolio
|
Q2 2025
New holding
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,460
shares
|
$245,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,460
shares
|
$245,221
0.03% of portfolio
|
Q3 2024
New holding
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
1,449
shares
|
$243,374
0.12% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,442
shares
|
$242,198
0.0% of portfolio
|
Q2 2025
Added 2.49%
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
1,442
shares
|
$242,198
0.09% of portfolio
|
Q2 2025
Added 0.84%
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
1,439
shares
|
$241,694
0.14% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,435
shares
|
$241,022
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
1,429
shares
|
$240,014
0.09% of portfolio
|
Q2 2025
Added 32.19%
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,424
shares
|
$239,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,419
shares
|
$238,335
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,419
shares
|
$238,335
0.02% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,416
shares
|
$237,831
0.09% of portfolio
|
Q2 2025
Added 2.98%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,412
shares
|
$237,159
0.02% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
1,412
shares
|
$237,159
0.02% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,411
shares
|
$236,991
0.07% of portfolio
|
Q2 2025
Added 19.98%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,410
shares
|
$236,823
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,409
shares
|
$236,655
0.02% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
1,406
shares
|
$236,151
0.1% of portfolio
|
Q4 2023
New holding
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
1,400
shares
|
$235,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
1,388
shares
|
$233,128
0.18% of portfolio
|
Q2 2025
Added 0.51%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,387
shares
|
$232,960
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
1,384
shares
|
$232,456
0.14% of portfolio
|
Q1 2025
Reduced 9.31%
|