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 1,105 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
81,802
shares
|
$14 Million
4.24% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
78,220
shares
|
$13.4 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
76,629
shares
|
$13.1 Million
3.99% of portfolio
|
Q1 2023
Reduced 0.36%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
74,645
shares
|
$12.7 Million
0.76% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
73,353
shares
|
$12.5 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
72,702
shares
|
$12.4 Million
3.13% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
71,917
shares
|
$12.3 Million
0.07% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
71,261
shares
|
$12.2 Million
9.53% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
71,139
shares
|
$12.1 Million
0.11% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
70,861
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
70,809
shares
|
$12.1 Million
0.45% of portfolio
|
Q3 2024
Added 11.24%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
68,793
shares
|
$11.7 Million
0.41% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
67,575
shares
|
$11.5 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
67,222
shares
|
$11.5 Million
1.24% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
67,047
shares
|
$11.5 Million
4.21% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
64,466
shares
|
$11 Million
3.5% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
63,042
shares
|
$10.8 Million
4.59% of portfolio
|
Q1 2023
Added 7.1%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
62,660
shares
|
$10.7 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
62,518
shares
|
$10.7 Million
1.9% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
62,473
shares
|
$10.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
62,172
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
62,048
shares
|
$10.6 Million
0.23% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
61,830
shares
|
$10.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
61,698
shares
|
$10.5 Million
1.58% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
61,525
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2023
New holding
|