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 $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,878
shares
|
$299,653
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,867
shares
|
$297,898
0.02% of portfolio
|
Q3 2024
Added 200.64%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
1,867
shares
|
$297,898
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,863
shares
|
$297,260
0.08% of portfolio
|
Q4 2024
Reduced 46.12%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,854
shares
|
$295,824
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,850
shares
|
$295,186
0.02% of portfolio
|
Q2 2024
Reduced 29.92%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,849
shares
|
$295,026
0.07% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,845
shares
|
$294,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
1,831
shares
|
$292,154
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,830
shares
|
$291,994
0.15% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
1,825
shares
|
$291,197
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,816
shares
|
$289,760
0.04% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,801
shares
|
$287,367
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,797
shares
|
$286,729
0.09% of portfolio
|
Q4 2024
Reduced 49.92%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
1,788
shares
|
$285,293
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,782
shares
|
$284,335
0.06% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
1,773
shares
|
$282,899
1.42% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
1,756
shares
|
$280,187
0.07% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
1,750
shares
|
$279,230
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
1,750
shares
|
$279,230
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
1,745
shares
|
$278,432
0.03% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
1,733
shares
|
$276,517
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,703
shares
|
$271,730
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,699
shares
|
$271,092
0.16% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
1,698
shares
|
$270,932
0.0% of portfolio
|
Q4 2024
New holding
|