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 1,116 institutions that hold shares in the stock, with a total of 68.8 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
127,145
shares
|
$21 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
124,047
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
121,526
shares
|
$20.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
120,078
shares
|
$19.9 Million
4.55% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
117,433
shares
|
$19.4 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
108,903
shares
|
$18 Million
0.59% of portfolio
|
Q3 2024
Reduced 59.27%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
108,399
shares
|
$17.9 Million
6.32% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
107,297
shares
|
$17.7 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
105,769
shares
|
$17.5 Million
2.68% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
105,726
shares
|
$17.5 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
105,272
shares
|
$17.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
100,753
shares
|
$16.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
99,533
shares
|
$16.5 Million
3.7% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
98,602
shares
|
$16.3 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
96,804
shares
|
$16 Million
2.31% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
95,863
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
94,081
shares
|
$15.6 Million
2.3% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
94,070
shares
|
$15.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
89,697
shares
|
$14.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
89,212
shares
|
$14.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
89,171
shares
|
$14.7 Million
1.45% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
88,048
shares
|
$14.6 Million
0.89% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
86,210
shares
|
$14.3 Million
2.78% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
85,805
shares
|
$14.2 Million
3.22% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
85,646
shares
|
$14.2 Million
0.04% of portfolio
|
Q4 2024
Added 1.62%
|