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 1,135 institutions that hold shares in the stock, with a total of 69 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
2,400
shares
|
$395,640
0.16% of portfolio
|
Q4 2022
Reduced 11.11%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,391
shares
|
$394,156
0.04% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,389
shares
|
$393,826
0.27% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,382
shares
|
$392,672
0.14% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,377
shares
|
$391,848
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,376
shares
|
$391,683
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,372
shares
|
$391,024
0.0% of portfolio
|
Q3 2024
Reduced 83.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,372
shares
|
$391,024
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
2,369
shares
|
$390,529
0.04% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$389,210
0.0% of portfolio
|
Q3 2024
Reduced 52.11%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,344
shares
|
$386,408
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,339
shares
|
$385,584
0.11% of portfolio
|
Q2 2022
Closed
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,323
shares
|
$382,946
0.01% of portfolio
|
Q3 2024
Added 29.34%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,321
shares
|
$382,616
0.01% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,321
shares
|
$382,616
0.1% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,320
shares
|
$382,452
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,318
shares
|
$382,122
0.02% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,317
shares
|
$381,957
0.02% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,316
shares
|
$381,792
0.09% of portfolio
|
Q1 2024
Added 47.99%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,313
shares
|
$381,298
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
2,298
shares
|
$378,825
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,281
shares
|
$376,022
0.04% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
2,281
shares
|
$376,022
0.01% of portfolio
|
Q4 2024
Added 49.77%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,281
shares
|
$376,022
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,264
shares
|
$373,220
0.11% of portfolio
|
Q3 2024
Reduced 4.27%
|