Skip to main content
Institutional Ownership · SEC Form 13F

Who owns VANGUARD MID-CAP VALUE INDEX FUND (VOE)


Which tracked institutional funds hold VOE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOE company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,207
Institutional holders
69M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on VOE is one-sided between 2026-Q1 and 2026-Q2: 302 added or opened and 102 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

VOE’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.4pp gap the other way — the median holder sizes VOE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VOE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 1207 tracked filers holding VOE, 546 increased or opened the position and 519 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in VOE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 27

  • Shah Wealth Advisors, LLC$27M
  • Copper Harbor Investment Advisors, LLC$10M
  • Highland Investment Advisors LLC$8M
  • Advisory Resource Group$7M
  • J.W. COLE ADVISORS, INC.$6M
  • BRIGHTON JONES LLC$6M

Full exits 49

  • Betterment LLC$690M
  • HighTower Advisors, LLC$60M
  • CWM, LLC$54M
  • Avion Wealth$29M
  • WoodTrust Financial Corp$29M
  • NATIXIS ADVISORS, LLC$24M

Largest adds

  • EP Wealth Advisors, LLC$124M
  • JONES FINANCIAL COMPANIES LLLP$101M
  • MORGAN STANLEY$89M
  • ASSETMARK, INC$76M
  • BANK OF AMERICA CORP /DE/$55M
  • Everhart Financial Group, Inc.$52M

Largest trims

  • Private Advisor Group, LLC$40M
  • Avior Wealth Management, LLC$31M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26M
  • Equitable Holdings, Inc.$22M
  • AMERIPRISE FINANCIAL INC$14M
  • Shakespeare Wealth Management, LLC$10M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
MORGAN STANLEY added4,886,722$966M8.5%2026-Q2
EP Wealth Advisors, LLC added4,488,689$887M7.8%2026-Q2
ASSETMARK, INC added4,426,816$875M7.7%2026-Q2
JONES FINANCIAL COMPANIES LLLP added3,377,503$672M5.9%2026-Q2
BANK OF AMERICA CORP /DE/ added3,119,048$616M5.4%2026-Q2
WELLS FARGO & COMPANY/MN added2,726,390$539M4.7%2026-Q2
ROYAL BANK OF CANADA trimmed2,278,495$450M4.0%2026-Q2
UBS Group AG added1,537,314$304M2.7%2026-Q2
PNC Financial Services Group, Inc. trimmed1,439,048$284M2.5%2026-Q2
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed1,386,013$274M2.4%2026-Q2
STEPHENS GROUP ASSET MANAGEMENT, LLC added1,223,159$242M2.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,219,545$241M2.1%2026-Q2
LPL Financial LLC added1,161,630$230M2.0%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC added1,135,535$224M2.0%2026-Q2
FMR LLC added1,115,744$220M1.9%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,109,433$219M1.9%2026-Q2
Orgel Wealth Management, LLC added961,906$190M1.7%2026-Q2
AMERIPRISE FINANCIAL INC trimmed753,590$149M1.3%2026-Q2
STIFEL FINANCIAL CORP added739,432$146M1.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added730,073$144M1.3%2026-Q2
OSAIC HOLDINGS, INC. added707,246$140M1.2%2026-Q2
Focus Partners Wealth trimmed653,694$129M1.1%2026-Q2
VANTAGEPOINT INVESTMENT ADVISERS LLC added626,144$124M1.1%2026-Q2
Mariner, LLC added617,452$122M1.1%2026-Q2
SYM FINANCIAL Corp added569,031$112M1.0%2026-Q2
Waverly Advisors, LLC trimmed518,803$103M0.9%2026-Q2
US BANCORP \DE\ trimmed504,063$100M0.9%2026-Q2
Creative Planning added465,241$92M0.8%2026-Q2
Cetera Investment Advisers trimmed419,517$83M0.7%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added409,752$81M0.7%2026-Q2
Rockefeller Capital Management L.P. trimmed397,700$79M0.7%2026-Q2
JPMORGAN CHASE & CO trimmed383,149$76M0.7%2026-Q2
McAdam, LLC added382,832$76M0.7%2026-Q2
Rodgers & Associates, LTD trimmed373,683$74M0.6%2026-Q2
TRUIST FINANCIAL CORP trimmed339,843$67M0.6%2026-Q2
Avior Wealth Management, LLC trimmed335,783$66M0.6%2026-Q2
Everhart Financial Group, Inc. added319,994$63M0.6%2026-Q2
Krilogy Financial LLC added308,154$61M0.5%2026-Q2
Berman McAleer LLC trimmed304,687$60M0.5%2026-Q2
CIBC Bancorp USA Inc. added296,030$59M0.5%2026-Q2
Corient Private Wealth LP trimmed274,638$54M0.5%2026-Q2
INSPIRION WEALTH ADVISORS, LLC trimmed262,126$52M0.5%2026-Q2
Trust Co trimmed260,508$51M0.5%2026-Q2
MML INVESTORS SERVICES, LLC added248,798$49M0.4%2026-Q2
Kestra Advisory Services, LLC added246,711$49M0.4%2026-Q2
1832 Asset Management L.P.231,852$46M0.4%2026-Q2
HUB Investment Partners, LLC trimmed223,312$44M0.4%2026-Q2
BENJAMIN EDWARDS INC added219,953$43M0.4%2026-Q2
Marotta Asset Management trimmed216,004$43M0.4%2026-Q2
KWMG, LLC added214,735$42M0.4%2026-Q2
Summit Financial, LLC added206,724$41M0.4%2026-Q2
NewEdge Advisors, LLC added191,598$38M0.3%2026-Q2
CARY STREET PARTNERS FINANCIAL LLC trimmed184,005$32M0.3%2026-Q2
Bragg Financial Advisors, Inc added182,391$36M0.3%2026-Q2
Beacon Pointe Advisors, LLC added169,698$34M0.3%2026-Q2
CONDOR CAPITAL MANAGEMENT trimmed168,392$33M0.3%2026-Q2
&PARTNERS added167,087$33M0.3%2026-Q2
FIRST AMERICAN TRUST, FSB trimmed163,718$32M0.3%2026-Q2
BLAIR WILLIAM & CO/IL trimmed163,166$32M0.3%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed157,923$31M0.3%2026-Q2
Diesslin Group, Inc. added155,553$31M0.3%2026-Q2
BHK Investment Advisors, LLC added154,011$30M0.3%2026-Q2
PRESILIUM PRIVATE WEALTH, LLC added153,517$30M0.3%2026-Q2
Mesirow Financial Investment Management, Inc. added149,741$30M0.3%2026-Q2
BANK OF MONTREAL /CAN/ added148,473$29M0.3%2026-Q2
DIVERSIFIED MANAGEMENT INC trimmed144,951$29M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added144,801$29M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed142,559$29M0.3%2026-Q2
Shah Wealth Advisors, LLC new136,988$27M0.2%2026-Q2
World Investment Advisors trimmed134,561$25M0.2%2026-Q2
Equitable Holdings, Inc. trimmed133,731$26M0.2%2026-Q2
Wilmington Savings Fund Society, FSB trimmed132,889$26M0.2%2026-Q2
STEPHENS INC /AR/ added132,161$26M0.2%2026-Q2
Wealthspire Advisors, LLC added129,350$26M0.2%2026-Q2
AIRE ADVISORS, LLC added129,318$26M0.2%2026-Q2
Grove Street Fiduciary, LLC trimmed126,898$25M0.2%2026-Q2
FIFTH THIRD BANCORP trimmed125,765$25M0.2%2026-Q2
Strategic Investment Advisors / MI added122,391$24M0.2%2026-Q2
Shakespeare Wealth Management, LLC trimmed117,058$23M0.2%2026-Q2
ARVEST INVESTMENTS, INC. added114,879$23M0.2%2026-Q2
Advisory Alpha, LLC added107,901$21M0.2%2026-Q2
DAVENPORT & Co LLC added107,297$21M0.2%2026-Q2
Praetorian Wealth Management, Inc. added105,965$21M0.2%2026-Q2
SAGE FINANCIAL GROUP INC trimmed103,488$20M0.2%2026-Q2
OLIO Financial Planning added102,577$20M0.2%2026-Q2
Ledyard National Bank trimmed102,554$20M0.2%2026-Q2
Baird Financial Group, Inc. trimmed100,654$20M0.2%2026-Q2
Bryn Mawr Trust Advisors, LLC trimmed95,789$19M0.2%2026-Q2
Legacies Wealth LLC added95,248$19M0.2%2026-Q2
Cerity Partners LLC added94,783$19M0.2%2026-Q2
Asset Management Group, Inc. trimmed94,554$19M0.2%2026-Q2
Chicago Partners Investment Group LLC added92,306$19M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added91,973$18M0.2%2026-Q2
Lutz Financial Services LLC trimmed88,896$18M0.2%2026-Q2
PRINCIPAL SECURITIES, INC. added87,795$17M0.2%2026-Q2
Savant Capital, LLC added87,703$17M0.2%2026-Q2
Compton Wealth Advisory Group, LLC trimmed87,530$17M0.2%2026-Q2
Clayton Financial Group LLC added87,231$17M0.2%2026-Q2
Sanctuary Advisors, LLC added83,577$17M0.1%2026-Q2
FIRST HORIZON CORP added83,341$16M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership