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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
514,223
shares
|
$89.6 Million
8.52% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
508,828
shares
|
$88.6 Million
11.45% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
496,917
shares
|
$86.5 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
473,010
shares
|
$82.4 Million
0.12% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
436,471
shares
|
$76 Million
0.13% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
434,677
shares
|
$75.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
405,888
shares
|
$70.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,442
shares
|
$70.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
373,609
shares
|
$65.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
365,297
shares
|
$63.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
350,067
shares
|
$61 Million
0.59% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
341,151
shares
|
$59.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
332,107
shares
|
$57.8 Million
6.66% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
315,976
shares
|
$55 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
286,081
shares
|
$49.8 Million
2.71% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
274,441
shares
|
$47.8 Million
6.47% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
267,817
shares
|
$46.6 Million
1.45% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
267,406
shares
|
$46.6 Million
0.25% of portfolio
|
Q3 2024
Added 3377.32%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
255,535
shares
|
$44.5 Million
0.87% of portfolio
|
Q3 2024
Added 119.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
253,634
shares
|
$44.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
240,423
shares
|
$41.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
238,787
shares
|
$41.6 Million
4.88% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
237,305
shares
|
$41.3 Million
0.09% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
236,977
shares
|
$41.3 Million
7.82% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
226,079
shares
|
$39.4 Million
0.14% of portfolio
|
Q3 2024
Added 3.22%
|