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 1,108 institutions that hold shares in the stock, with a total of 68 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
3,891
shares
|
$619,291
0.32% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,885
shares
|
$618,336
0.3% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,874
shares
|
$616,585
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,871
shares
|
$616,108
0.29% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
3,845
shares
|
$611,970
0.42% of portfolio
|
Q3 2024
Reduced 57.5%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
3,810
shares
|
$606,399
0.24% of portfolio
|
Q3 2022
Added 6.72%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,797
shares
|
$604,330
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,797
shares
|
$604,330
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,779
shares
|
$601,465
0.06% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,766
shares
|
$599,396
0.11% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
3,760
shares
|
$598,441
0.02% of portfolio
|
Q2 2024
Added 120.66%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
3,758
shares
|
$598,123
0.23% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3,701
shares
|
$589,051
0.27% of portfolio
|
Q2 2024
Added 7.24%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,696
shares
|
$588,255
0.04% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,663
shares
|
$583,003
0.08% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
3,660
shares
|
$582,525
1.31% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,653
shares
|
$581,411
0.0% of portfolio
|
Q3 2024
Added 94.83%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
3,636
shares
|
$578,705
0.19% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,634
shares
|
$578,387
0.14% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,620
shares
|
$576,159
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,613
shares
|
$575,045
0.37% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
3,588
shares
|
$571,066
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
3,556
shares
|
$565,972
0.28% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
3,539
shares
|
$563,267
0.09% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,534
shares
|
$562,471
0.04% of portfolio
|
Q2 2023
Reduced 24.41%
|