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 |
---|---|---|---|---|---|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,702
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 5.3%
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,650
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Added 2.6%
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
7,590
shares
|
$1.21 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,589
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2023
Added 0.18%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
7,496
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
7,493
shares
|
$1.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,404
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 25.6%
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
7,348
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2024
Added 1.83%
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,303
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 4.6%
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
7,297
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,272
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,270
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 22.23%
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
7,250
shares
|
$1.15 Million
0.19% of portfolio
|
Q3 2024
Added 4.32%
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
7,208
shares
|
$1.15 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
7,140
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Added 0.61%
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
7,139
shares
|
$1.14 Million
0.86% of portfolio
|
Q3 2024
Added 6.58%
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
7,115
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
7,104
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2024
Added 2.61%
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
7,098
shares
|
$1.13 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
7,016
shares
|
$1.12 Million
0.68% of portfolio
|
Q2 2024
Added 50.36%
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,014
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
6,993
shares
|
$1.11 Million
0.29% of portfolio
|
Q3 2024
Added 0.55%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,992
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,974
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,949
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.18%
|