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 1,204 institutions that hold shares in the stock, with a total of 70.6 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
537,936
shares
|
$86.8 Million
3.42% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
531,942
shares
|
$85.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
519,779
shares
|
$83.9 Million
10.35% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
505,333
shares
|
$81.6 Million
0.11% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
447,836
shares
|
$72.3 Million
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
416,202
shares
|
$67.2 Million
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,442
shares
|
$65.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
395,927
shares
|
$63.9 Million
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
374,788
shares
|
$60.5 Million
0.1% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
339,959
shares
|
$54.9 Million
6.67% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
315,976
shares
|
$51 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
313,557
shares
|
$50.6 Million
0.12% of portfolio
|
Q4 2024
Added 33.11%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
295,373
shares
|
$47.7 Million
2.97% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
289,633
shares
|
$46.7 Million
6.46% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
282,016
shares
|
$45.5 Million
0.06% of portfolio
|
Q1 2025
Added 31.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
270,921
shares
|
$43.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 29.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
266,282
shares
|
$43 Million
0.27% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
265,756
shares
|
$42.9 Million
0.09% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
245,441
shares
|
$39.6 Million
0.08% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
245,433
shares
|
$39.6 Million
4.82% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
245,219
shares
|
$39.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
236,977
shares
|
$38.3 Million
8.06% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
234,343
shares
|
$37.8 Million
0.08% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
223,237
shares
|
$36 Million
2.56% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$32.3 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|