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 71.8 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
560
shares
|
$90,848
0.04% of portfolio
|
Q1 2023
Reduced 25.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
547
shares
|
$88,739
0.01% of portfolio
|
Q4 2024
Added 160.48%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
532
shares
|
$86,306
0.01% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
527
shares
|
$85,495
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
508
shares
|
$82,412
0.01% of portfolio
|
Q4 2024
Reduced 21.0%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
498
shares
|
$80,790
0.03% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
495
shares
|
$80,303
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
490
shares
|
$79,492
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
490
shares
|
$79,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
470
shares
|
$76,248
0.01% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
469
shares
|
$76,085
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
466
shares
|
$75,599
0.0% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
465
shares
|
$75,436
0.01% of portfolio
|
Q3 2023
Added 24.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
463
shares
|
$75,112
0.01% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
455
shares
|
$73,814
0.07% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
441
shares
|
$71,543
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
436
shares
|
$70,732
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
430
shares
|
$69,758
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
425
shares
|
$68,947
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
423
shares
|
$68,623
0.04% of portfolio
|
Q1 2024
Reduced 22.67%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
413
shares
|
$67,000
0.01% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
391
shares
|
$63,431
0.01% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
390
shares
|
$63,269
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
385
shares
|
$62,458
0.01% of portfolio
|
Q4 2022
Added 1000.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
378
shares
|
$61,322
0.04% of portfolio
|
Q4 2024
New holding
|