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 1,201 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 $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
29,926
shares
|
$4.85 Million
0.11% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
29,755
shares
|
$4.83 Million
0.15% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
29,519
shares
|
$4.79 Million
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
29,359
shares
|
$4.76 Million
1.51% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
28,797
shares
|
$4.67 Million
2.59% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
28,440
shares
|
$4.61 Million
4.23% of portfolio
|
Q4 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
28,175
shares
|
$4.57 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
27,959
shares
|
$4.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
27,385
shares
|
$4.44 Million
2.22% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
27,229
shares
|
$4.42 Million
3.93% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
26,839
shares
|
$4.35 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
26,741
shares
|
$4.34 Million
0.11% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
26,724
shares
|
$4.34 Million
3.51% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
26,707
shares
|
$4.33 Million
2.48% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
26,664
shares
|
$4.33 Million
0.13% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
26,600
shares
|
$4.32 Million
1.6% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
26,261
shares
|
$4.26 Million
0.11% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,220
shares
|
$4.25 Million
0.01% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
26,198
shares
|
$4.25 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
25,947
shares
|
$4.21 Million
0.34% of portfolio
|
Q4 2024
Added 168.69%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
25,903
shares
|
$4.2 Million
1.16% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
25,824
shares
|
$4.19 Million
2.04% of portfolio
|
Q4 2024
Reduced 19.18%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
25,665
shares
|
$4.16 Million
1.47% of portfolio
|
Q4 2024
Reduced 48.54%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
25,607
shares
|
$4.15 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
25,515
shares
|
$4.14 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.37%
|