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 |
---|---|---|---|---|---|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,419
shares
|
$225,848
0.02% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
1,412
shares
|
$224,733
0.04% of portfolio
|
Q4 2023
New holding
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
1,409
shares
|
$224,256
0.02% of portfolio
|
Q3 2024
New holding
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
1,406
shares
|
$223,778
0.09% of portfolio
|
Q4 2023
New holding
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
1,405
shares
|
$223,619
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$222,824
0.01% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,400
shares
|
$222,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
1,397
shares
|
$222,346
0.03% of portfolio
|
Q3 2024
Added 0.72%
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
1,394
shares
|
$221,869
0.12% of portfolio
|
Q3 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,390
shares
|
$221,232
0.0% of portfolio
|
Q4 2022
Reduced 67.4%
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,387
shares
|
$220,754
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,375
shares
|
$218,845
0.1% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,372
shares
|
$218,367
0.05% of portfolio
|
Q3 2024
New holding
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
1,372
shares
|
$218,367
0.17% of portfolio
|
Q3 2024
New holding
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,359
shares
|
$216,298
0.08% of portfolio
|
Q3 2024
Reduced 24.58%
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,349
shares
|
$214,706
0.01% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,345
shares
|
$214,070
0.03% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
1,345
shares
|
$214,070
0.19% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
1,343
shares
|
$213,751
0.16% of portfolio
|
Q3 2024
Added 0.98%
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
1,341
shares
|
$213,433
0.07% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,341
shares
|
$213,433
0.07% of portfolio
|
Q3 2024
Added 41.01%
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,341
shares
|
$213,433
0.16% of portfolio
|
Q2 2024
Reduced 19.99%
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
1,335
shares
|
$212,478
0.08% of portfolio
|
Q3 2024
New holding
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
1,334
shares
|
$212,319
0.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,333
shares
|
$212,160
0.04% of portfolio
|
Q2 2024
Reduced 5.73%
|