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 1,201 institutions that hold shares in the stock, with a total of 71.2 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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
214,378
shares
|
$34.1 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
199,985
shares
|
$31.8 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.94%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
197,917
shares
|
$31.5 Million
2.87% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
186,158
shares
|
$29.6 Million
3.06% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
176,987
shares
|
$28.2 Million
1.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
176,229
shares
|
$28 Million
5.38% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
172,065
shares
|
$27.4 Million
0.24% of portfolio
|
Q4 2024
Added 4871.54%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
171,952
shares
|
$27.4 Million
3.91% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
167,208
shares
|
$26.6 Million
3.34% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
165,573
shares
|
$26.3 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
162,589
shares
|
$25.9 Million
7.14% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
160,045
shares
|
$25.5 Million
4.28% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
159,715
shares
|
$25.4 Million
0.16% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
157,548
shares
|
$25.1 Million
0.38% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
154,429
shares
|
$24.6 Million
9.38% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
150,741
shares
|
$24 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
147,998
shares
|
$23.5 Million
0.02% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
147,191
shares
|
$23.4 Million
9.6% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
143,725
shares
|
$22.9 Million
12.21% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
142,550
shares
|
$22.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
141,778
shares
|
$22.6 Million
0.42% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
141,317
shares
|
$22.5 Million
0.48% of portfolio
|
Q4 2024
Reduced 44.7%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
140,472
shares
|
$22.3 Million
5.84% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
140,057
shares
|
$22.3 Million
0.37% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
135,870
shares
|
$21.6 Million
5.42% of portfolio
|
Q4 2024
Reduced 0.14%
|