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 |
|---|---|---|---|---|---|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
5,220
shares
|
$907,444
0.49% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
5,110
shares
|
$888,322
0.26% of portfolio
|
Q4 2025
Reduced 3.97%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,104
shares
|
$887,279
0.23% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,097
shares
|
$886,062
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
5,094
shares
|
$885,540
0.14% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
5,077
shares
|
$882,585
0.31% of portfolio
|
Q4 2025
Added 11.24%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,059
shares
|
$879,456
0.05% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
5,058
shares
|
$879,282
0.0% of portfolio
|
Q4 2025
Added 373.6%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,051
shares
|
$878,065
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
4,970
shares
|
$863,984
0.11% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,945
shares
|
$859,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
4,892
shares
|
$850,425
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,892
shares
|
$850,425
0.02% of portfolio
|
Q3 2025
Added 26.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,886
shares
|
$849,382
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,864
shares
|
$845,557
0.04% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,859
shares
|
$844,688
0.06% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
4,855
shares
|
$843,993
0.08% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
4,854
shares
|
$843,819
0.03% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,832
shares
|
$839,994
0.02% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
4,829
shares
|
$839,473
0.21% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,823
shares
|
$838,430
0.0% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
4,821
shares
|
$838,082
0.35% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
4,821
shares
|
$838,082
0.27% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
4,815
shares
|
$837,039
0.11% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
4,807
shares
|
$835,648
0.03% of portfolio
|
Q3 2025
Reduced 0.39%
|
|