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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,721
shares
|
$787,037
0.28% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,699
shares
|
$783,370
0.07% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
4,687
shares
|
$781,369
0.26% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,637
shares
|
$773,034
0.2% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,629
shares
|
$771,700
0.07% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
4,626
shares
|
$771,200
0.37% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,558
shares
|
$759,864
0.07% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,520
shares
|
$753,529
0.32% of portfolio
|
Q4 2024
Reduced 53.5%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,510
shares
|
$751,862
0.0% of portfolio
|
Q3 2024
Reduced 77.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,510
shares
|
$751,862
0.17% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,471
shares
|
$745,360
0.27% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,446
shares
|
$741,192
0.01% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,435
shares
|
$739,358
0.12% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
4,403
shares
|
$734,024
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$733,857
0.52% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
4,386
shares
|
$731,190
0.06% of portfolio
|
Q3 2024
Reduced 26.36%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$729,689
0.28% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
4,351
shares
|
$725,355
0.49% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
4,347
shares
|
$724,688
0.1% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
4,340
shares
|
$723,521
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,318
shares
|
$719,853
0.09% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,271
shares
|
$712,018
0.02% of portfolio
|
Q3 2024
Added 90.33%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,224
shares
|
$704,183
0.41% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
4,200
shares
|
$700,182
0.0% of portfolio
|
Q3 2024
Added 110.0%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
4,183
shares
|
$697,347
0.17% of portfolio
|
Q3 2024
Reduced 2.38%
|