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 1,200 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 $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
601,492
shares
|
$96.9 Million
0.1% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
582,957
shares
|
$93.9 Million
0.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
530,145
shares
|
$85.4 Million
3.26% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
508,789
shares
|
$81.9 Million
10.7% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
499,436
shares
|
$80.4 Million
0.12% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
457,960
shares
|
$73.8 Million
0.13% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
446,720
shares
|
$71.9 Million
0.07% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
421,370
shares
|
$67.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
407,460
shares
|
$65.6 Million
0.09% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,442
shares
|
$65.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
390,571
shares
|
$62.9 Million
6.55% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
387,128
shares
|
$62.4 Million
0.01% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
382,694
shares
|
$61.6 Million
0.62% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
372,254
shares
|
$60 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
339,152
shares
|
$54.6 Million
6.56% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
315,976
shares
|
$50.9 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
296,955
shares
|
$47.8 Million
2.65% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
284,139
shares
|
$45.8 Million
6.47% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
253,473
shares
|
$40.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
250,685
shares
|
$40.4 Million
0.14% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
242,046
shares
|
$39 Million
4.55% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
239,324
shares
|
$38.5 Million
0.08% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
239,094
shares
|
$38.5 Million
0.08% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
231,976
shares
|
$37.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
222,570
shares
|
$35.8 Million
7.53% of portfolio
|
Q4 2024
Reduced 6.08%
|