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 1,209 institutions that hold shares in the stock, with a total of 71.4 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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,023
shares
|
$321,798
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
2,014
shares
|
$320,366
0.27% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
2,014
shares
|
$320,366
0.23% of portfolio
|
Q4 2024
Added 46.79%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,012
shares
|
$320,048
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,005
shares
|
$318,935
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,000
shares
|
$318,140
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$318,140
0.36% of portfolio
|
Q4 2020
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,993
shares
|
$317,026
0.3% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
1,993
shares
|
$317,026
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,980
shares
|
$314,958
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,979
shares
|
$314,799
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,967
shares
|
$312,890
0.02% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,963
shares
|
$312,254
0.05% of portfolio
|
Q3 2024
Added 43.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,962
shares
|
$312,095
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,949
shares
|
$310,027
0.02% of portfolio
|
Q2 2024
Reduced 73.78%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
1,947
shares
|
$309,709
0.15% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,945
shares
|
$309,391
0.1% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,933
shares
|
$307,482
0.01% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,933
shares
|
$307,482
0.17% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,931
shares
|
$307,164
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,925
shares
|
$306,209
0.18% of portfolio
|
Q2 2023
Added 100.52%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,925
shares
|
$306,209
0.0% of portfolio
|
Q4 2024
Added 38.49%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,923
shares
|
$305,891
0.06% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,919
shares
|
$305,255
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
1,909
shares
|
$303,664
0.15% of portfolio
|
Q3 2024
Reduced 0.68%
|