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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
41,397
shares
|
$7.07 Million
1.34% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
40,370
shares
|
$6.89 Million
5.79% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
39,788
shares
|
$6.79 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
39,198
shares
|
$6.69 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
39,112
shares
|
$6.68 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,567
shares
|
$6.59 Million
0.12% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
38,040
shares
|
$6.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
37,969
shares
|
$6.48 Million
0.94% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
37,385
shares
|
$6.38 Million
2.8% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
37,051
shares
|
$6.33 Million
3.23% of portfolio
|
Q1 2023
Added 3.71%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
36,988
shares
|
$6.32 Million
4.25% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
36,601
shares
|
$6.25 Million
2.36% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
36,245
shares
|
$6.19 Million
0.27% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
36,224
shares
|
$6.19 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
36,084
shares
|
$6.16 Million
2.89% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,973
shares
|
$6.14 Million
0.02% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
35,777
shares
|
$6.11 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
35,631
shares
|
$6.09 Million
1.74% of portfolio
|
Q3 2024
Added 57.33%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
35,072
shares
|
$5.99 Million
0.14% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
33,913
shares
|
$5.79 Million
1.71% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
33,624
shares
|
$5.74 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
33,444
shares
|
$5.71 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
33,067
shares
|
$5.65 Million
0.04% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
32,871
shares
|
$5.61 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
32,863
shares
|
$5.61 Million
0.88% of portfolio
|
Q3 2024
Added 16.72%
|