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 71.2 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
85,646
shares
|
$13.6 Million
0.04% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
84,834
shares
|
$13.5 Million
3.6% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
83,854
shares
|
$13.3 Million
2.48% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
83,442
shares
|
$13.3 Million
4.75% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
83,404
shares
|
$13.3 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
82,422
shares
|
$13.1 Million
0.47% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
81,802
shares
|
$13 Million
4.24% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
80,075
shares
|
$12.7 Million
1.13% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
76,629
shares
|
$12.2 Million
3.99% of portfolio
|
Q1 2023
Reduced 0.36%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
76,360
shares
|
$12.1 Million
9.62% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
74,041
shares
|
$11.8 Million
0.74% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
73,497
shares
|
$11.7 Million
1.27% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
73,153
shares
|
$11.6 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
72,937
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
70,631
shares
|
$11.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
70,526
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
66,978
shares
|
$10.7 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
66,290
shares
|
$10.5 Million
0.01% of portfolio
|
Q4 2024
Added 27.75%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
65,486
shares
|
$10.4 Million
0.31% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
65,296
shares
|
$10.4 Million
0.13% of portfolio
|
Q4 2024
Added 237.78%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
63,350
shares
|
$10.1 Million
1.78% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
63,252
shares
|
$10.1 Million
0.17% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
63,042
shares
|
$10 Million
4.59% of portfolio
|
Q1 2023
Added 7.1%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
62,391
shares
|
$9.92 Million
1.28% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
62,368
shares
|
$9.92 Million
0.04% of portfolio
|
Q4 2024
Added 0.32%
|