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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,801
shares
|
$286,647
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,790
shares
|
$284,896
0.11% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
1,782
shares
|
$283,623
0.07% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,762
shares
|
$280,439
0.06% of portfolio
|
Q2 2024
Reduced 13.71%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,750
shares
|
$278,530
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
1,750
shares
|
$278,530
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
1,702
shares
|
$270,890
0.03% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
1,698
shares
|
$270,253
0.06% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,690
shares
|
$268,980
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,666
shares
|
$265,160
0.16% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,662
shares
|
$264,523
0.06% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
1,662
shares
|
$264,523
0.01% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
1,660
shares
|
$264,205
0.06% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,655
shares
|
$263,409
0.08% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,638
shares
|
$260,704
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,611
shares
|
$256,406
0.0% of portfolio
|
Q3 2024
Reduced 84.19%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,608
shares
|
$255,929
0.0% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
1,599
shares
|
$254,496
0.1% of portfolio
|
Q2 2024
Reduced 16.54%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,595
shares
|
$253,860
0.14% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
1,591
shares
|
$253,223
0.0% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,579
shares
|
$251,313
0.21% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
1,577
shares
|
$250,995
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,571
shares
|
$250,040
0.01% of portfolio
|
Q2 2024
Reduced 52.96%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
1,567
shares
|
$249,403
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
1,560
shares
|
$248,289
0.2% of portfolio
|
Q4 2022
New holding
|