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 1,143 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
2,097
shares
|
$345,501
0.09% of portfolio
|
Q4 2023
Reduced 16.85%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,094
shares
|
$345,007
0.25% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,091
shares
|
$344,513
0.01% of portfolio
|
Q3 2023
Reduced 8.09%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
2,087
shares
|
$343,854
0.15% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,083
shares
|
$343,195
0.06% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,076
shares
|
$342,041
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,068
shares
|
$340,723
0.01% of portfolio
|
Q3 2024
Reduced 44.21%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
2,066
shares
|
$340,394
0.12% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
2,060
shares
|
$339,405
0.02% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
2,052
shares
|
$338,087
0.28% of portfolio
|
Q2 2022
Reduced 14.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,047
shares
|
$337,263
0.01% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
2,045
shares
|
$336,934
0.06% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,042
shares
|
$336,439
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
2,036
shares
|
$335,451
0.28% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,031
shares
|
$334,627
0.08% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,023
shares
|
$333,309
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
2,014
shares
|
$331,826
0.23% of portfolio
|
Q4 2024
Added 46.79%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,009
shares
|
$331,002
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,005
shares
|
$330,343
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,000
shares
|
$329,520
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$329,520
0.36% of portfolio
|
Q4 2020
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$329,520
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,993
shares
|
$328,366
0.3% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,980
shares
|
$326,224
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
1,977
shares
|
$325,730
0.01% of portfolio
|
Q4 2024
Reduced 23.13%
|