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 1,108 institutions that hold shares in the stock, with a total of 68 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
11,948
shares
|
$1.9 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,887
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
11,771
shares
|
$1.87 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
11,642
shares
|
$1.85 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
11,600
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
11,593
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,505
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,399
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2024
Added 67.14%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
11,304
shares
|
$1.8 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,294
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,112
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
11,074
shares
|
$1.76 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
11,042
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
10,945
shares
|
$1.74 Million
1.5% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
10,894
shares
|
$1.73 Million
0.15% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
10,847
shares
|
$1.73 Million
0.47% of portfolio
|
Q2 2023
Reduced 1.8%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
10,836
shares
|
$1.72 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,747
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
10,746
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,616
shares
|
$1.69 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,598
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,595
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
10,520
shares
|
$1.67 Million
1.0% of portfolio
|
Q2 2023
Reduced 24.96%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
10,413
shares
|
$1.66 Million
0.85% of portfolio
|
Q4 2023
Added 13.01%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
10,285
shares
|
$1.64 Million
0.08% of portfolio
|
Q1 2024
Reduced 19.36%
|