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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
25,212
shares
|
$4.09 Million
0.05% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
25,162
shares
|
$4.08 Million
0.14% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
25,054
shares
|
$4.06 Million
0.61% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,027
shares
|
$4.06 Million
0.02% of portfolio
|
Q2 2023
Reduced 29.62%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
24,834
shares
|
$4.03 Million
1.45% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24,775
shares
|
$4.02 Million
0.09% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,968
shares
|
$3.89 Million
2.4% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
23,699
shares
|
$3.84 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
23,653
shares
|
$3.84 Million
0.8% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
23,542
shares
|
$3.82 Million
3.23% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
23,343
shares
|
$3.79 Million
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
23,194
shares
|
$3.76 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
23,193
shares
|
$3.76 Million
0.29% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
23,179
shares
|
$3.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
23,175
shares
|
$3.76 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
23,154
shares
|
$3.76 Million
3.05% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
23,080
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
22,645
shares
|
$3.67 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
22,636
shares
|
$3.67 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
22,398
shares
|
$3.63 Million
2.94% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
22,165
shares
|
$3.6 Million
0.21% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
22,114
shares
|
$3.59 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
21,906
shares
|
$3.55 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
21,744
shares
|
$3.53 Million
3.35% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
21,484
shares
|
$3.49 Million
0.28% of portfolio
|
Q4 2024
Added 1.85%
|