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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
650
shares
|
$112,996
0.01% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
647
shares
|
$112,474
0.03% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
640
shares
|
$111,257
0.02% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
627
shares
|
$108,997
0.0% of portfolio
|
Q4 2023
Added 104.23%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
625
shares
|
$108,650
0.06% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
615
shares
|
$106,911
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
589
shares
|
$102,391
0.01% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
580
shares
|
$100,827
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
579
shares
|
$100,653
0.04% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
571
shares
|
$99,262
0.03% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
570
shares
|
$99,088
0.01% of portfolio
|
Q1 2023
Reduced 15.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
570
shares
|
$99,088
0.06% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
560
shares
|
$97,350
0.04% of portfolio
|
Q1 2023
Reduced 25.13%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
546
shares
|
$94,916
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
544
shares
|
$94,568
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
535
shares
|
$93,004
0.2% of portfolio
|
Q2 2025
Reduced 28.76%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
504
shares
|
$87,615
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
502
shares
|
$87,267
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
495
shares
|
$86,050
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
485
shares
|
$84,312
0.03% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
480
shares
|
$83,443
0.01% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
473
shares
|
$82,226
0.01% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
472
shares
|
$82,052
0.06% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
470
shares
|
$81,704
0.01% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
466
shares
|
$81,009
0.0% of portfolio
|
Q1 2024
Reduced 4.51%
|
|