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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
981
shares
|
$161,835
0.04% of portfolio
|
Q1 2022
Added 3.59%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
974
shares
|
$160,680
0.09% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
951
shares
|
$156,886
0.05% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
930
shares
|
$153,422
0.33% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
913
shares
|
$150,617
0.04% of portfolio
|
Q4 2024
Added 209.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
899
shares
|
$148,308
0.01% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
885
shares
|
$145,998
0.03% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
844
shares
|
$139,234
0.11% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
842
shares
|
$138,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
823
shares
|
$135,770
0.01% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
820
shares
|
$135,275
0.05% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
796
shares
|
$131,316
0.01% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
775
shares
|
$127,851
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
769
shares
|
$126,861
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
760
shares
|
$125,377
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
749
shares
|
$123,562
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
749
shares
|
$123,562
0.05% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
746
shares
|
$123,067
0.07% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
738
shares
|
$121,747
0.01% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
736
shares
|
$121,417
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
726
shares
|
$119,768
0.01% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
715
shares
|
$117,953
0.01% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
712
shares
|
$117,458
0.0% of portfolio
|
Q3 2022
Added 6.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
711
shares
|
$117,293
0.0% of portfolio
|
Q4 2024
Added 139.39%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
698
shares
|
$115,149
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|