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 1,108 institutions that hold shares in the stock, with a total of 68 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,331
shares
|
$3.08 Million
0.06% of portfolio
|
Q3 2024
Added 63.63%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
19,319
shares
|
$3.07 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
19,208
shares
|
$3.06 Million
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
18,934
shares
|
$3.01 Million
1.63% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
18,891
shares
|
$3.01 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
18,889
shares
|
$3.01 Million
0.19% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
18,861
shares
|
$3 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
18,845
shares
|
$3 Million
2.82% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
18,577
shares
|
$2.96 Million
2.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
18,397
shares
|
$2.93 Million
0.28% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
18,232
shares
|
$2.9 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
18,159
shares
|
$2.89 Million
0.42% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
18,127
shares
|
$2.89 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
18,122
shares
|
$2.88 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
18,065
shares
|
$2.88 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
18,038
shares
|
$2.87 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,037
shares
|
$2.87 Million
1.49% of portfolio
|
Q2 2023
Added 6.6%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,996
shares
|
$2.86 Million
0.39% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,958
shares
|
$2.86 Million
0.25% of portfolio
|
Q3 2024
Added 67.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
17,926
shares
|
$2.85 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
17,238
shares
|
$2.74 Million
0.05% of portfolio
|
Q3 2024
Added 54.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
16,987
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
16,954
shares
|
$2.7 Million
2.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,801
shares
|
$2.67 Million
1.12% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
16,718
shares
|
$2.66 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.04%
|