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 1,112 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
5,275
shares
|
$879,395
0.69% of portfolio
|
Q4 2022
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,273
shares
|
$879,061
0.33% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,242
shares
|
$873,893
0.01% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
5,232
shares
|
$872,226
0.14% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
5,209
shares
|
$868,392
0.38% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
5,176
shares
|
$862,890
0.28% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,171
shares
|
$862,057
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,164
shares
|
$860,890
0.03% of portfolio
|
Q3 2024
Added 57.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
5,141
shares
|
$857,056
0.05% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,140
shares
|
$856,889
0.02% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,134
shares
|
$855,889
0.04% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
5,132
shares
|
$855,555
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,051
shares
|
$842,052
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,011
shares
|
$835,383
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,009
shares
|
$835,050
0.06% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,979
shares
|
$830,049
0.07% of portfolio
|
Q3 2024
Added 372.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,907
shares
|
$818,045
0.26% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
4,886
shares
|
$814,545
0.42% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,864
shares
|
$810,877
0.04% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,840
shares
|
$806,876
0.04% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
4,802
shares
|
$800,541
0.27% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4,789
shares
|
$798,374
0.27% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,778
shares
|
$796,540
0.08% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,765
shares
|
$794,373
0.03% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
4,728
shares
|
$788,204
0.02% of portfolio
|
Q2 2024
Added 44.01%
|