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 1,187 institutions that hold shares in the stock, with a total of 71.7 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,497
shares
|
$246,960
0.08% of portfolio
|
Q1 2024
Added 4.69%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
1,491
shares
|
$245,970
0.16% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
1,488
shares
|
$245,475
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
1,487
shares
|
$245,310
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,486
shares
|
$245,145
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,472
shares
|
$242,835
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
1,460
shares
|
$240,856
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
1,457
shares
|
$240,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
1,455
shares
|
$240,031
0.12% of portfolio
|
Q3 2024
Reduced 44.36%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,443
shares
|
$238,051
0.01% of portfolio
|
Q4 2024
Reduced 45.57%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,441
shares
|
$237,721
0.09% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,439
shares
|
$237,391
0.12% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,436
shares
|
$236,896
0.01% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
1,429
shares
|
$235,742
0.01% of portfolio
|
Q4 2023
Reduced 18.99%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
1,426
shares
|
$235,247
0.15% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,419
shares
|
$234,092
0.02% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,412
shares
|
$232,937
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
1,412
shares
|
$232,937
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
1,412
shares
|
$232,937
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,409
shares
|
$232,442
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,407
shares
|
$232,112
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
1,406
shares
|
$231,947
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,400
shares
|
$230,958
0.01% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
1,387
shares
|
$228,813
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,384
shares
|
$228,318
0.02% of portfolio
|
Q4 2024
Added 6820.0%
|