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 |
|---|---|---|---|---|---|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
30,334
shares
|
$5.27 Million
2.23% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
30,008
shares
|
$5.22 Million
3.95% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
29,922
shares
|
$5.2 Million
0.05% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
29,895
shares
|
$5.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
29,750
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
29,362
shares
|
$5.1 Million
2.32% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,358
shares
|
$5.1 Million
0.1% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
29,349
shares
|
$5.1 Million
2.24% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
28,971
shares
|
$5.04 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
28,971
shares
|
$5.04 Million
0.9% of portfolio
|
Q3 2025
Added 102.52%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
28,813
shares
|
$5.01 Million
1.48% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
28,679
shares
|
$4.99 Million
0.08% of portfolio
|
Q3 2025
Added 464.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
28,494
shares
|
$4.95 Million
0.11% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
28,448
shares
|
$4.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
28,368
shares
|
$4.93 Million
0.07% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
28,321
shares
|
$4.92 Million
0.02% of portfolio
|
Q3 2025
Added 193.76%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
28,061
shares
|
$4.88 Million
2.34% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
27,961
shares
|
$4.86 Million
1.66% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
27,919
shares
|
$4.85 Million
0.06% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
27,733
shares
|
$4.82 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
27,424
shares
|
$4.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
27,045
shares
|
$4.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
26,939
shares
|
$4.68 Million
3.37% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
26,855
shares
|
$4.67 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
26,840
shares
|
$4.67 Million
0.33% of portfolio
|
Q3 2025
Added 4.93%
|
|