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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
4,183
shares
|
$697,347
0.36% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,138
shares
|
$689,845
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
4,117
shares
|
$686,345
0.16% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
4,093
shares
|
$682,344
0.02% of portfolio
|
Q3 2023
Added 10.83%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,069
shares
|
$678,342
0.1% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
4,066
shares
|
$677,842
0.14% of portfolio
|
Q4 2024
Added 47.21%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,066
shares
|
$677,842
0.03% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
4,047
shares
|
$674,675
0.07% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,042
shares
|
$673,841
0.0% of portfolio
|
Q2 2024
Reduced 23.92%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
4,015
shares
|
$669,340
0.2% of portfolio
|
Q2 2024
Reduced 16.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,975
shares
|
$662,672
0.03% of portfolio
|
Q4 2024
Added 36.08%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,969
shares
|
$661,671
0.01% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,967
shares
|
$661,338
0.05% of portfolio
|
Q4 2024
Added 53.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,944
shares
|
$657,504
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
3,891
shares
|
$648,668
0.32% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,885
shares
|
$647,668
0.3% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,874
shares
|
$645,834
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
3,845
shares
|
$640,999
0.42% of portfolio
|
Q3 2024
Reduced 57.5%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
3,810
shares
|
$635,165
0.24% of portfolio
|
Q3 2022
Added 6.72%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,797
shares
|
$632,997
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,797
shares
|
$632,997
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,784
shares
|
$630,830
0.27% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,766
shares
|
$627,829
0.11% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3,701
shares
|
$616,993
0.27% of portfolio
|
Q2 2024
Added 7.24%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
3,672
shares
|
$612,159
0.02% of portfolio
|
Q4 2024
Reduced 2.34%
|