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 |
|---|---|---|---|---|---|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
87,941
shares
|
$15.3 Million
9.96% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
87,677
shares
|
$15.2 Million
3.66% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
87,437
shares
|
$15.2 Million
1.15% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
86,477
shares
|
$15 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
85,902
shares
|
$14.9 Million
0.43% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
85,805
shares
|
$14.9 Million
3.22% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
85,660
shares
|
$14.9 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
84,413
shares
|
$14.7 Million
0.08% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
84,129
shares
|
$14.6 Million
1.13% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
83,670
shares
|
$14.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
83,058
shares
|
$14.4 Million
0.52% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
83,021
shares
|
$14.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
81,802
shares
|
$14.2 Million
4.24% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
80,022
shares
|
$13.9 Million
0.2% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
77,875
shares
|
$13.5 Million
0.14% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
76,629
shares
|
$13.3 Million
3.99% of portfolio
|
Q1 2023
Reduced 0.36%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
76,486
shares
|
$13.3 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
75,596
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
71,615
shares
|
$12.4 Million
4.03% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
70,747
shares
|
$12.3 Million
0.29% of portfolio
|
Q3 2025
Added 298.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
70,121
shares
|
$12.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
69,632
shares
|
$12.1 Million
0.25% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
68,290
shares
|
$11.9 Million
1.12% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
67,476
shares
|
$11.7 Million
1.23% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
67,469
shares
|
$11.7 Million
2.08% of portfolio
|
Q3 2025
Added 2.78%
|
|