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 1,112 institutions that hold shares in the stock, with a total of 67.9 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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
7,956
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,914
shares
|
$1.32 Million
0.15% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
7,878
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,841
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.78%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
7,812
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
7,787
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,702
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
7,670
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
7,590
shares
|
$1.27 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,589
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2023
Added 0.18%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,574
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
7,493
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,404
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
7,393
shares
|
$1.23 Million
0.27% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,303
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,270
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
7,250
shares
|
$1.21 Million
1.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,250
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
7,215
shares
|
$1.2 Million
0.39% of portfolio
|
Q4 2024
Added 91.99%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
7,140
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
7,139
shares
|
$1.19 Million
0.86% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
7,115
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
7,104
shares
|
$1.18 Million
0.48% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
7,098
shares
|
$1.18 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
7,081
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Added 100.08%
|