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 |
---|---|---|---|---|---|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,461
shares
|
$391,692
0.03% of portfolio
|
Q3 2024
Added 0.65%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,422
shares
|
$385,485
0.09% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
2,420
shares
|
$385,167
0.09% of portfolio
|
Q4 2023
New holding
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
2,412
shares
|
$383,893
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,410
shares
|
$383,575
0.05% of portfolio
|
Q3 2024
Reduced 39.23%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,410
shares
|
$383,575
0.05% of portfolio
|
Q2 2024
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,401
shares
|
$382,143
0.03% of portfolio
|
Q4 2023
Added 4.39%
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
2,400
shares
|
$381,984
0.17% of portfolio
|
Q4 2022
Reduced 11.11%
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,395
shares
|
$381,188
0.15% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,391
shares
|
$380,551
0.04% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
2,379
shares
|
$378,641
0.02% of portfolio
|
Q3 2024
Added 0.72%
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,377
shares
|
$378,323
0.28% of portfolio
|
Q1 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,372
shares
|
$377,527
0.0% of portfolio
|
Q3 2024
Reduced 83.17%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,372
shares
|
$377,527
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
2,369
shares
|
$377,050
0.04% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$375,776
0.0% of portfolio
|
Q3 2024
Reduced 52.11%
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,359
shares
|
$375,458
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,344
shares
|
$373,071
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,339
shares
|
$372,275
0.11% of portfolio
|
Q2 2022
Closed
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,323
shares
|
$369,728
0.01% of portfolio
|
Q3 2024
Added 29.34%
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,320
shares
|
$369,251
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,318
shares
|
$368,932
0.02% of portfolio
|
Q3 2022
Added 0.26%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,316
shares
|
$368,614
0.09% of portfolio
|
Q1 2024
Added 47.99%
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,313
shares
|
$368,137
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
2,309
shares
|
$367,500
0.22% of portfolio
|
Q2 2024
Reduced 29.58%
|