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 1,202 institutions that hold shares in the stock, with a total of 71.3 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,668,764
shares
|
$743 Million
0.05% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,509,099
shares
|
$717 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,930,680
shares
|
$625 Million
1.75% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,197,152
shares
|
$509 Million
0.11% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,082,061
shares
|
$490 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,419,536
shares
|
$385 Million
0.37% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,247,147
shares
|
$357 Million
0.08% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,941,073
shares
|
$309 Million
0.97% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,723,675
shares
|
$274 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,565,745
shares
|
$249 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,527,158
shares
|
$243 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,422,632
shares
|
$226 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,416,880
shares
|
$225 Million
2.17% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,276,253
shares
|
$203 Million
1.76% of portfolio
|
Q4 2024
Added 37.66%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,091,852
shares
|
$174 Million
14.07% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,048,127
shares
|
$167 Million
0.07% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
915,173
shares
|
$146 Million
0.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
912,872
shares
|
$145 Million
0.17% of portfolio
|
Q4 2024
Reduced 99.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
910,941
shares
|
$145 Million
0.13% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
787,634
shares
|
$125 Million
0.16% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
786,783
shares
|
$125 Million
1.81% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
741,179
shares
|
$118 Million
3.25% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
652,771
shares
|
$104 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
632,321
shares
|
$101 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
601,492
shares
|
$95.7 Million
0.1% of portfolio
|
Q4 2024
Added 10.29%
|