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 1,106 institutions that hold shares in the stock, with a total of 68 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
218
shares
|
$37,969
0.01% of portfolio
|
Q4 2023
Reduced 0.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
213
shares
|
$37,098
0.0% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
210
shares
|
$36,575
0.01% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
210
shares
|
$36,575
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
207
shares
|
$36,053
0.03% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
200
shares
|
$34,834
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
197
shares
|
$34,311
0.02% of portfolio
|
Q1 2024
Added 5.35%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
194
shares
|
$33,788
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
191
shares
|
$33,266
0.01% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
191
shares
|
$33,266
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
174
shares
|
$30,305
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
155
shares
|
$26,996
0.0% of portfolio
|
Q3 2024
Added 44.86%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
147
shares
|
$25,602
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
146
shares
|
$25,428
0.01% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
137
shares
|
$23,861
0.02% of portfolio
|
Q3 2024
Reduced 90.12%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
132
shares
|
$22,990
0.01% of portfolio
|
Q2 2023
Added 500.0%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
129
shares
|
$22,467
0.01% of portfolio
|
Q2 2023
Added 0.78%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
124
shares
|
$21,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
123
shares
|
$21,422
0.0% of portfolio
|
Q2 2024
Added 43.02%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
121
shares
|
$21,074
0.0% of portfolio
|
Q3 2023
Reduced 1.63%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
113
shares
|
$19,681
0.01% of portfolio
|
Q3 2023
Reduced 32.74%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
113
shares
|
$19,681
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
109
shares
|
$18,984
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
108
shares
|
$18,810
0.0% of portfolio
|
Q2 2024
Added 25.58%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
107
shares
|
$18,636
0.01% of portfolio
|
Q4 2022
Reduced 34.36%
|