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 1,258 institutions that hold shares in the stock, with a total of 73 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,755,529
shares
|
$827 Million
0.05% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,414,845
shares
|
$767 Million
1.69% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,020,310
shares
|
$699 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,037,258
shares
|
$528 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,639,034
shares
|
$459 Million
0.09% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,632,395
shares
|
$458 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,495,402
shares
|
$434 Million
0.3% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,941,073
shares
|
$337 Million
0.97% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,674,933
shares
|
$291 Million
1.89% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,598,204
shares
|
$278 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,460,909
shares
|
$254 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,416,880
shares
|
$246 Million
2.17% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,399,135
shares
|
$243 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,162,463
shares
|
$202 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,096,256
shares
|
$191 Million
12.94% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,075,440
shares
|
$187 Million
0.06% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,052,827
shares
|
$183 Million
0.04% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
906,842
shares
|
$158 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
886,534
shares
|
$154 Million
1.26% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
819,795
shares
|
$143 Million
3.45% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
786,174
shares
|
$137 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
702,325
shares
|
$122 Million
0.18% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
671,100
shares
|
$117 Million
0.11% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
654,641
shares
|
$114 Million
0.04% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
600,253
shares
|
$104 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|