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 1,256 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 |
|---|---|---|---|---|---|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
12,379
shares
|
$2.15 Million
2.49% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
12,300
shares
|
$2.14 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
12,292
shares
|
$2.14 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
12,257
shares
|
$2.13 Million
0.16% of portfolio
|
Q3 2025
Added 56.04%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
12,120
shares
|
$2.11 Million
1.48% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
12,056
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
11,948
shares
|
$2.08 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
11,864
shares
|
$2.06 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
11,828
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
11,786
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
11,732
shares
|
$2.04 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
11,715
shares
|
$2.04 Million
1.59% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,694
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
11,621
shares
|
$2.02 Million
0.08% of portfolio
|
Q3 2025
Added 33.9%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
11,565
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
11,565
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
11,502
shares
|
$2 Million
0.08% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
11,420
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Added 25.22%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
11,294
shares
|
$1.96 Million
1.06% of portfolio
|
Q3 2025
Reduced 22.54%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
11,175
shares
|
$1.94 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,146
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,112
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
11,031
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
10,991
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
10,945
shares
|
$1.9 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|