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 1,190 institutions that hold shares in the stock, with a total of 71.9 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,668,764
shares
|
$778 Million
0.05% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,509,099
shares
|
$752 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,930,680
shares
|
$655 Million
1.75% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,197,152
shares
|
$533 Million
0.11% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,082,061
shares
|
$514 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,419,536
shares
|
$403 Million
0.37% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,247,147
shares
|
$375 Million
0.08% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,941,073
shares
|
$324 Million
0.97% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,723,675
shares
|
$287 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,565,745
shares
|
$261 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,527,158
shares
|
$255 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,422,632
shares
|
$237 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,416,880
shares
|
$236 Million
2.17% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,276,253
shares
|
$213 Million
1.76% of portfolio
|
Q4 2024
Added 37.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,048,127
shares
|
$175 Million
0.07% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
982,757
shares
|
$164 Million
13.24% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
915,173
shares
|
$153 Million
0.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
912,872
shares
|
$152 Million
0.17% of portfolio
|
Q4 2024
Reduced 99.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
910,941
shares
|
$152 Million
0.13% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
787,634
shares
|
$131 Million
0.16% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
786,783
shares
|
$131 Million
1.81% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
775,100
shares
|
$129 Million
0.1% of portfolio
|
Q4 2024
Added 6919.56%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
695,908
shares
|
$116 Million
3.05% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
652,771
shares
|
$109 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
632,321
shares
|
$105 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.7%
|