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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,839
shares
|
$473,289
0.16% of portfolio
|
Q3 2022
Added 13.11%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
2,839
shares
|
$473,289
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,830
shares
|
$471,789
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,830
shares
|
$471,789
0.01% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,829
shares
|
$471,622
0.03% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
2,819
shares
|
$469,955
0.25% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
2,797
shares
|
$466,287
0.77% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,795
shares
|
$465,954
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
2,778
shares
|
$463,120
0.29% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
2,762
shares
|
$460,453
0.25% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
2,752
shares
|
$458,785
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,747
shares
|
$457,952
0.06% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,711
shares
|
$451,950
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
2,707
shares
|
$451,283
0.05% of portfolio
|
Q4 2024
Added 81.92%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
2,696
shares
|
$449,450
0.24% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,695
shares
|
$449,283
0.02% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,693
shares
|
$448,950
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,675
shares
|
$445,949
0.11% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,655
shares
|
$442,615
0.03% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
2,651
shares
|
$441,948
0.01% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
2,619
shares
|
$436,613
0.08% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,607
shares
|
$434,612
0.15% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,602
shares
|
$433,779
0.03% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,600
shares
|
$433,446
0.15% of portfolio
|
Q4 2022
Reduced 9.25%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$431,445
0.18% of portfolio
|
Q3 2024
Reduced 0.08%
|