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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
2,693
shares
|
$428,617
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
2,690
shares
|
$428,140
0.22% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,675
shares
|
$425,753
0.11% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
2,651
shares
|
$421,933
0.01% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
2,644
shares
|
$420,819
0.09% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
2,619
shares
|
$416,840
0.08% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,607
shares
|
$414,930
0.15% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,602
shares
|
$414,134
0.03% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,600
shares
|
$413,816
0.15% of portfolio
|
Q4 2022
Reduced 9.25%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$411,906
0.18% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,577
shares
|
$410,155
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,574
shares
|
$409,677
0.03% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,572
shares
|
$409,359
0.01% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
2,568
shares
|
$408,722
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,567
shares
|
$408,563
0.01% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
2,557
shares
|
$406,972
0.22% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
2,555
shares
|
$406,653
0.17% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,552
shares
|
$406,176
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,542
shares
|
$404,584
0.02% of portfolio
|
Q1 2022
Reduced 0.94%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
2,510
shares
|
$399,491
0.29% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
2,503
shares
|
$398,377
0.25% of portfolio
|
Q1 2024
Added 55.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
2,486
shares
|
$395,671
0.01% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
2,484
shares
|
$395,353
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
2,483
shares
|
$395,194
0.18% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,467
shares
|
$392,647
0.04% of portfolio
|
Q1 2024
Reduced 1.91%
|