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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,746
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
10,709
shares
|
$1.79 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,616
shares
|
$1.77 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,598
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
10,595
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
10,520
shares
|
$1.75 Million
0.82% of portfolio
|
Q2 2023
Reduced 24.96%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
10,413
shares
|
$1.74 Million
0.85% of portfolio
|
Q4 2023
Added 13.01%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
10,285
shares
|
$1.71 Million
0.08% of portfolio
|
Q1 2024
Reduced 19.36%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
10,264
shares
|
$1.71 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
10,117
shares
|
$1.69 Million
0.46% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
9,911
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
9,832
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
9,669
shares
|
$1.61 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
9,564
shares
|
$1.59 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
9,495
shares
|
$1.58 Million
0.41% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,485
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
9,452
shares
|
$1.58 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
9,440
shares
|
$1.57 Million
0.46% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
9,420
shares
|
$1.57 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
9,341
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
9,155
shares
|
$1.53 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,130
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
9,107
shares
|
$1.52 Million
0.6% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,085
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
9,052
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2024
Added 0.13%
|