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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$333,420
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,994
shares
|
$332,419
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
1,981
shares
|
$330,252
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,980
shares
|
$330,085
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,967
shares
|
$327,918
0.02% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
1,967
shares
|
$327,918
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,966
shares
|
$327,751
0.12% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,963
shares
|
$327,251
0.05% of portfolio
|
Q3 2024
Added 43.6%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
1,956
shares
|
$326,084
0.05% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,949
shares
|
$324,917
0.02% of portfolio
|
Q2 2024
Reduced 73.78%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
1,947
shares
|
$324,584
0.15% of portfolio
|
Q1 2024
Reduced 3.71%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,945
shares
|
$324,250
0.1% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
1,931
shares
|
$321,917
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,925
shares
|
$320,916
0.18% of portfolio
|
Q2 2023
Added 100.52%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
1,925
shares
|
$320,916
0.17% of portfolio
|
Q2 2024
Added 63.79%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,919
shares
|
$319,916
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
1,909
shares
|
$318,249
0.15% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
1,906
shares
|
$317,749
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,899
shares
|
$316,582
0.06% of portfolio
|
Q1 2022
Reduced 34.47%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,896
shares
|
$316,082
0.06% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
1,890
shares
|
$315,081
0.08% of portfolio
|
Q3 2024
Reduced 95.49%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
1,885
shares
|
$314,248
0.03% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,877
shares
|
$312,914
0.16% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,874
shares
|
$312,414
0.04% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,867
shares
|
$311,247
0.02% of portfolio
|
Q3 2024
Added 200.64%
|