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 1,200 institutions that hold shares in the stock, with a total of 71.8 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
4,728
shares
|
$759,647
0.02% of portfolio
|
Q2 2024
Added 44.01%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,725
shares
|
$759,165
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,721
shares
|
$758,523
0.28% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,699
shares
|
$754,988
0.07% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,689
shares
|
$753,381
0.01% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
4,689
shares
|
$753,381
0.02% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
4,687
shares
|
$753,060
0.26% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
4,664
shares
|
$749,364
0.21% of portfolio
|
Q4 2024
Added 967.28%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,636
shares
|
$744,866
0.01% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,568
shares
|
$733,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
4,568
shares
|
$733,940
0.19% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,520
shares
|
$726,228
0.32% of portfolio
|
Q4 2024
Reduced 53.5%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
4,481
shares
|
$719,962
0.37% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,471
shares
|
$718,355
0.27% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
4,402
shares
|
$707,269
0.5% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
4,389
shares
|
$705,180
0.06% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
4,351
shares
|
$699,075
0.49% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,291
shares
|
$689,434
0.26% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
4,267
shares
|
$685,578
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,231
shares
|
$679,794
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,224
shares
|
$678,670
0.41% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
4,214
shares
|
$677,063
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,210
shares
|
$676,420
0.09% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
4,187
shares
|
$672,725
0.35% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
4,183
shares
|
$672,082
0.17% of portfolio
|
Q4 2024
Reduced 1.24%
|