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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
26,755
shares
|
$4.57 Million
0.46% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
26,748
shares
|
$4.57 Million
2.45% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
26,577
shares
|
$4.54 Million
0.12% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
26,535
shares
|
$4.53 Million
2.32% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
26,383
shares
|
$4.51 Million
0.09% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
26,179
shares
|
$4.47 Million
1.38% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
25,889
shares
|
$4.42 Million
0.12% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
25,869
shares
|
$4.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
25,728
shares
|
$4.39 Million
1.82% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
25,673
shares
|
$4.38 Million
1.58% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
25,633
shares
|
$4.38 Million
0.06% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
25,227
shares
|
$4.31 Million
2.48% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
25,162
shares
|
$4.3 Million
0.14% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
25,156
shares
|
$4.3 Million
3.28% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,027
shares
|
$4.27 Million
0.02% of portfolio
|
Q2 2023
Reduced 29.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25,022
shares
|
$4.27 Million
0.13% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
24,854
shares
|
$4.24 Million
0.06% of portfolio
|
Q3 2024
Added 30.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
24,498
shares
|
$4.18 Million
0.12% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
23,876
shares
|
$4.08 Million
1.48% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
23,729
shares
|
$4.05 Million
0.68% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,547
shares
|
$4.02 Million
0.1% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
23,542
shares
|
$4.02 Million
3.23% of portfolio
|
Q4 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
23,457
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
23,394
shares
|
$4 Million
2.85% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
23,075
shares
|
$3.94 Million
0.11% of portfolio
|
Q3 2024
Reduced 40.32%
|