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 1,266 institutions that hold shares in the stock, with a total of 73.1 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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
5,738
shares
|
$997,493
0.27% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
5,733
shares
|
$996,624
0.44% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,730
shares
|
$996,103
0.05% of portfolio
|
Q3 2025
Added 64.0%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
5,714
shares
|
$993,321
0.29% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
5,685
shares
|
$988,280
0.74% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,618
shares
|
$976,633
0.03% of portfolio
|
Q3 2025
Added 31.69%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
5,615
shares
|
$976,111
0.06% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
5,580
shares
|
$970,027
0.48% of portfolio
|
Q3 2025
Added 24.97%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
5,545
shares
|
$963,942
0.29% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
5,543
shares
|
$963,595
0.09% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
5,515
shares
|
$958,727
0.06% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
5,427
shares
|
$943,429
0.03% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
5,405
shares
|
$939,605
0.3% of portfolio
|
Q2 2025
Added 87.87%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,394
shares
|
$937,692
0.46% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,385
shares
|
$936,128
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
5,318
shares
|
$924,481
0.06% of portfolio
|
Q2 2024
Reduced 51.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,308
shares
|
$922,742
0.0% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
5,304
shares
|
$922,047
0.04% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
5,304
shares
|
$922,047
0.57% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,295
shares
|
$920,482
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
5,279
shares
|
$917,701
0.2% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
5,275
shares
|
$917,006
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,273
shares
|
$916,658
0.33% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,225
shares
|
$908,314
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,222
shares
|
$907,792
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|