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 $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
217,732
shares
|
$37.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
215,993
shares
|
$36.9 Million
2.69% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
206,899
shares
|
$35.3 Million
0.05% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
201,942
shares
|
$34.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$34.2 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
196,856
shares
|
$33.6 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
184,198
shares
|
$31.5 Million
3.13% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
174,882
shares
|
$29.9 Million
1.15% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
170,405
shares
|
$29.1 Million
5.35% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
169,835
shares
|
$29 Million
1.19% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
166,452
shares
|
$28.4 Million
4.02% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
166,158
shares
|
$28.4 Million
7.35% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
163,296
shares
|
$27.9 Million
3.43% of portfolio
|
Q3 2024
Reduced 19.39%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
159,127
shares
|
$27.2 Million
4.41% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
156,912
shares
|
$26.8 Million
0.18% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
154,204
shares
|
$26.3 Million
9.65% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
150,081
shares
|
$25.6 Million
0.09% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
149,253
shares
|
$25.5 Million
0.37% of portfolio
|
Q3 2024
Added 16265.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,998
shares
|
$25.3 Million
0.02% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
143,455
shares
|
$24.5 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
140,057
shares
|
$23.9 Million
0.37% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
136,064
shares
|
$23.2 Million
5.72% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
127,705
shares
|
$21.8 Million
1.19% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
127,577
shares
|
$21.8 Million
0.76% of portfolio
|
Q2 2024
Added 4.87%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
127,145
shares
|
$21.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.93%
|