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 |
|---|---|---|---|---|---|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
2,517
shares
|
$437,555
0.1% of portfolio
|
Q4 2025
Reduced 11.99%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,515
shares
|
$437,207
0.1% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,503
shares
|
$435,121
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
2,503
shares
|
$435,121
0.35% of portfolio
|
Q1 2024
Added 55.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,502
shares
|
$434,947
0.0% of portfolio
|
Q3 2025
Added 29.97%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
2,495
shares
|
$433,730
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,492
shares
|
$433,209
0.0% of portfolio
|
Q3 2025
Reduced 86.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,479
shares
|
$430,949
0.01% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
2,470
shares
|
$429,384
0.03% of portfolio
|
Q3 2025
Reduced 61.36%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,466
shares
|
$428,689
0.1% of portfolio
|
Q3 2025
Reduced 49.38%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
2,464
shares
|
$428,341
0.08% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,462
shares
|
$427,994
0.01% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
2,458
shares
|
$427,298
0.23% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,457
shares
|
$427,124
0.32% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
2,446
shares
|
$425,212
0.17% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
2,435
shares
|
$423,300
0.07% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,432
shares
|
$422,778
0.03% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
2,422
shares
|
$421,040
0.08% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,420
shares
|
$420,692
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
2,417
shares
|
$420,171
0.06% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
2,414
shares
|
$419,649
0.01% of portfolio
|
Q1 2025
Added 68.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,410
shares
|
$418,954
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,401
shares
|
$417,389
0.03% of portfolio
|
Q4 2023
Added 4.39%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$417,216
0.15% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
2,392
shares
|
$415,825
0.03% of portfolio
|
Q3 2025
Reduced 1.32%
|
|