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 1,105 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,680,672
shares
|
$799 Million
1.89% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,581,313
shares
|
$782 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,653,982
shares
|
$624 Million
1.76% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,187,635
shares
|
$544 Million
0.11% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,078,684
shares
|
$526 Million
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,361,885
shares
|
$403 Million
0.41% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,941,073
shares
|
$331 Million
0.97% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,887,203
shares
|
$322 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,773,667
shares
|
$303 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,566,374
shares
|
$268 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,562,122
shares
|
$267 Million
0.06% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,469,296
shares
|
$251 Million
0.08% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,416,880
shares
|
$242 Million
2.17% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
978,033
shares
|
$167 Million
13.71% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
941,833
shares
|
$161 Million
0.07% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
927,092
shares
|
$158 Million
1.38% of portfolio
|
Q3 2024
Added 26.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
907,746
shares
|
$155 Million
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
901,066
shares
|
$154 Million
0.13% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
787,659
shares
|
$135 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
764,078
shares
|
$130 Million
1.39% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
660,106
shares
|
$113 Million
2.87% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
656,610
shares
|
$112 Million
2.06% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
582,000
shares
|
$99.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
567,357
shares
|
$96.9 Million
4.73% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
545,366
shares
|
$93.1 Million
0.1% of portfolio
|
Q3 2024
Added 0.87%
|