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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
241,365
shares
|
$42 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
231,072
shares
|
$40.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
223,279
shares
|
$38.8 Million
7.39% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$34.8 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
197,125
shares
|
$34.3 Million
3.07% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
193,854
shares
|
$33.7 Million
0.16% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
193,147
shares
|
$33.6 Million
0.77% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
189,333
shares
|
$32.9 Million
0.4% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
176,232
shares
|
$30.6 Million
7.09% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
175,774
shares
|
$30.6 Million
2.6% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
173,377
shares
|
$30.1 Million
3.73% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
173,202
shares
|
$30.1 Million
3.6% of portfolio
|
Q3 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
169,713
shares
|
$29.5 Million
1.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
167,396
shares
|
$29.1 Million
6.27% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
167,106
shares
|
$29 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
165,838
shares
|
$28.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 26.97%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
156,524
shares
|
$27.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
151,713
shares
|
$26.4 Million
2.64% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,998
shares
|
$25.7 Million
0.02% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
146,499
shares
|
$25.5 Million
0.49% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
141,799
shares
|
$24.7 Million
4.7% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
140,057
shares
|
$24.3 Million
0.37% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
140,041
shares
|
$24.3 Million
9.16% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
137,951
shares
|
$24 Million
0.07% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
134,575
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|