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 1,265 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 |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
219
shares
|
$38,070
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
218
shares
|
$37,897
0.01% of portfolio
|
Q4 2023
Reduced 0.46%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
203
shares
|
$35,289
0.0% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
200
shares
|
$34,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
194
shares
|
$33,724
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
183
shares
|
$31,812
0.07% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
174
shares
|
$30,248
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
168
shares
|
$29,205
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
167
shares
|
$29,031
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
166
shares
|
$28,857
0.03% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
160
shares
|
$27,814
0.01% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
146
shares
|
$25,380
0.01% of portfolio
|
Q3 2025
Reduced 31.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
135
shares
|
$23,468
0.01% of portfolio
|
Q4 2024
Added 800.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
133
shares
|
$23,120
0.0% of portfolio
|
Q4 2023
Reduced 35.75%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
133
shares
|
$23,120
0.0% of portfolio
|
Q2 2025
Reduced 62.85%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
132
shares
|
$22,946
0.0% of portfolio
|
Q2 2023
Added 500.0%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
125
shares
|
$21,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
122
shares
|
$21,208
0.0% of portfolio
|
Q3 2025
Reduced 36.13%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
121
shares
|
$21,034
0.0% of portfolio
|
Q2 2025
Reduced 36.65%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
117
shares
|
$20,339
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
113
shares
|
$19,643
0.01% of portfolio
|
Q3 2023
Reduced 32.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
111
shares
|
$19,296
0.0% of portfolio
|
Q3 2025
Reduced 60.5%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
109
shares
|
$18,948
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
109
shares
|
$18,948
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
107
shares
|
$18,600
0.0% of portfolio
|
Q3 2025
Added 25.88%
|
|