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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,886,722 | $966M | 8.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 4,488,689 | $887M | 7.8% | 2026-Q2 |
| ASSETMARK, INC added | 4,426,816 | $875M | 7.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,377,503 | $672M | 5.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,119,048 | $616M | 5.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,726,390 | $539M | 4.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,278,495 | $450M | 4.0% | 2026-Q2 |
| UBS Group AG added | 1,537,314 | $304M | 2.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,439,048 | $284M | 2.5% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 1,386,013 | $274M | 2.4% | 2026-Q2 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 1,223,159 | $242M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,219,545 | $241M | 2.1% | 2026-Q2 |
| LPL Financial LLC added | 1,161,630 | $230M | 2.0% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,135,535 | $224M | 2.0% | 2026-Q2 |
| FMR LLC added | 1,115,744 | $220M | 1.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,109,433 | $219M | 1.9% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 961,906 | $190M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 753,590 | $149M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 739,432 | $146M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 730,073 | $144M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 707,246 | $140M | 1.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 653,694 | $129M | 1.1% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 626,144 | $124M | 1.1% | 2026-Q2 |
| Mariner, LLC added | 617,452 | $122M | 1.1% | 2026-Q2 |
| SYM FINANCIAL Corp added | 569,031 | $112M | 1.0% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 518,803 | $103M | 0.9% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 504,063 | $100M | 0.9% | 2026-Q2 |
| Creative Planning added | 465,241 | $92M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 419,517 | $83M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 409,752 | $81M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 397,700 | $79M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 383,149 | $76M | 0.7% | 2026-Q2 |
| McAdam, LLC added | 382,832 | $76M | 0.7% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 373,683 | $74M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 339,843 | $67M | 0.6% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 335,783 | $66M | 0.6% | 2026-Q2 |
| Everhart Financial Group, Inc. added | 319,994 | $63M | 0.6% | 2026-Q2 |
| Krilogy Financial LLC added | 308,154 | $61M | 0.5% | 2026-Q2 |
| Berman McAleer LLC trimmed | 304,687 | $60M | 0.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 296,030 | $59M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 274,638 | $54M | 0.5% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 262,126 | $52M | 0.5% | 2026-Q2 |
| Trust Co trimmed | 260,508 | $51M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 248,798 | $49M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 246,711 | $49M | 0.4% | 2026-Q2 |
| 1832 Asset Management L.P. | 231,852 | $46M | 0.4% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 223,312 | $44M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 219,953 | $43M | 0.4% | 2026-Q2 |
| Marotta Asset Management trimmed | 216,004 | $43M | 0.4% | 2026-Q2 |
| KWMG, LLC added | 214,735 | $42M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 206,724 | $41M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 191,598 | $38M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 184,005 | $32M | 0.3% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 182,391 | $36M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 169,698 | $34M | 0.3% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT trimmed | 168,392 | $33M | 0.3% | 2026-Q2 |
| &PARTNERS added | 167,087 | $33M | 0.3% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 163,718 | $32M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 163,166 | $32M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 157,923 | $31M | 0.3% | 2026-Q2 |
| Diesslin Group, Inc. added | 155,553 | $31M | 0.3% | 2026-Q2 |
| BHK Investment Advisors, LLC added | 154,011 | $30M | 0.3% | 2026-Q2 |
| PRESILIUM PRIVATE WEALTH, LLC added | 153,517 | $30M | 0.3% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 149,741 | $30M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 148,473 | $29M | 0.3% | 2026-Q2 |
| DIVERSIFIED MANAGEMENT INC trimmed | 144,951 | $29M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 144,801 | $29M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 142,559 | $29M | 0.3% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 136,988 | $27M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 134,561 | $25M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 133,731 | $26M | 0.2% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 132,889 | $26M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 132,161 | $26M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 129,350 | $26M | 0.2% | 2026-Q2 |
| AIRE ADVISORS, LLC added | 129,318 | $26M | 0.2% | 2026-Q2 |
| Grove Street Fiduciary, LLC trimmed | 126,898 | $25M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 125,765 | $25M | 0.2% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 122,391 | $24M | 0.2% | 2026-Q2 |
| Shakespeare Wealth Management, LLC trimmed | 117,058 | $23M | 0.2% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 114,879 | $23M | 0.2% | 2026-Q2 |
| Advisory Alpha, LLC added | 107,901 | $21M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 107,297 | $21M | 0.2% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 105,965 | $21M | 0.2% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC trimmed | 103,488 | $20M | 0.2% | 2026-Q2 |
| OLIO Financial Planning added | 102,577 | $20M | 0.2% | 2026-Q2 |
| Ledyard National Bank trimmed | 102,554 | $20M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 100,654 | $20M | 0.2% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 95,789 | $19M | 0.2% | 2026-Q2 |
| Legacies Wealth LLC added | 95,248 | $19M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 94,783 | $19M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 94,554 | $19M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 92,306 | $19M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 91,973 | $18M | 0.2% | 2026-Q2 |
| Lutz Financial Services LLC trimmed | 88,896 | $18M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 87,795 | $17M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 87,703 | $17M | 0.2% | 2026-Q2 |
| Compton Wealth Advisory Group, LLC trimmed | 87,530 | $17M | 0.2% | 2026-Q2 |
| Clayton Financial Group LLC added | 87,231 | $17M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 83,577 | $17M | 0.1% | 2026-Q2 |
| FIRST HORIZON CORP added | 83,341 | $16M | 0.1% | 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.
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.