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 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
50,584
shares
|
$8.91 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
50,426
shares
|
$8.88 Million
1.02% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
50,156
shares
|
$8.84 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
49,901
shares
|
$8.79 Million
2.81% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
49,876
shares
|
$8.79 Million
2.33% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
49,257
shares
|
$8.68 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
47,179
shares
|
$8.31 Million
0.22% of portfolio
|
Q3 2024
Added 42.99%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
47,156
shares
|
$8.31 Million
2.83% of portfolio
|
Q3 2024
New holding
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
46,917
shares
|
$8.27 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
46,835
shares
|
$8.25 Million
3.27% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
46,203
shares
|
$8.14 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
45,398
shares
|
$8 Million
0.18% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
45,210
shares
|
$7.97 Million
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
44,840
shares
|
$7.9 Million
0.15% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
44,675
shares
|
$7.87 Million
0.11% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
44,196
shares
|
$7.79 Million
3.23% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
44,111
shares
|
$7.77 Million
0.27% of portfolio
|
Q3 2024
Reduced 41.22%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
43,901
shares
|
$7.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
43,808
shares
|
$7.72 Million
1.01% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
43,459
shares
|
$7.66 Million
5.32% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
43,233
shares
|
$7.62 Million
1.34% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
42,806
shares
|
$7.54 Million
1.92% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
42,524
shares
|
$7.49 Million
0.29% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
42,326
shares
|
$7.46 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
42,233
shares
|
$7.44 Million
2.73% of portfolio
|
Q3 2024
Added 4.81%
|