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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,052
shares
|
$356,719
0.28% of portfolio
|
Q2 2022
Reduced 14.21%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,046
shares
|
$355,676
0.03% of portfolio
|
Q3 2025
Reduced 19.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,042
shares
|
$354,981
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
2,037
shares
|
$354,112
0.27% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,028
shares
|
$352,547
0.22% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,023
shares
|
$351,678
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,005
shares
|
$348,549
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,000
shares
|
$347,680
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$347,680
0.27% of portfolio
|
Q4 2020
New holding
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$347,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
1,996
shares
|
$346,984
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
1,993
shares
|
$346,463
0.04% of portfolio
|
Q4 2025
Reduced 4.5%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
1,991
shares
|
$346,115
0.01% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,980
shares
|
$344,203
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,979
shares
|
$344,029
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
1,977
shares
|
$343,681
0.0% of portfolio
|
Q3 2025
Reduced 55.5%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
1,975
shares
|
$343,334
0.0% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
1,968
shares
|
$342,117
0.12% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,967
shares
|
$341,943
0.02% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,949
shares
|
$338,814
0.02% of portfolio
|
Q2 2024
Reduced 73.78%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
1,945
shares
|
$338,118
0.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,943
shares
|
$337,771
0.19% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,935
shares
|
$336,380
0.04% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,933
shares
|
$336,032
0.08% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
1,925
shares
|
$334,642
0.16% of portfolio
|
Q2 2023
Added 100.52%
|
|