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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
736
shares
|
$117,141
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
726
shares
|
$115,550
0.01% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
725
shares
|
$115,391
0.07% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
715
shares
|
$113,799
0.01% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
712
shares
|
$113,321
0.0% of portfolio
|
Q3 2022
Added 6.27%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
698
shares
|
$111,093
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
697
shares
|
$110,934
0.02% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
676
shares
|
$107,592
0.01% of portfolio
|
Q4 2024
Added 50.89%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
662
shares
|
$105,363
0.01% of portfolio
|
Q2 2024
Added 14.73%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
657
shares
|
$104,568
0.05% of portfolio
|
Q2 2024
Reduced 9.63%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
651
shares
|
$103,613
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
650
shares
|
$103,454
0.01% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
645
shares
|
$102,658
0.03% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
643
shares
|
$102,339
0.01% of portfolio
|
Q3 2024
Added 50.94%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
627
shares
|
$99,793
0.0% of portfolio
|
Q4 2023
Added 104.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
621
shares
|
$98,838
0.02% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
615
shares
|
$97,883
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
571
shares
|
$90,880
0.03% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
570
shares
|
$90,721
0.01% of portfolio
|
Q1 2023
Reduced 15.43%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
570
shares
|
$90,721
0.07% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
560
shares
|
$89,129
0.04% of portfolio
|
Q1 2023
Reduced 25.13%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
558
shares
|
$88,811
0.03% of portfolio
|
Q1 2024
Added 4192.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
553
shares
|
$88,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
547
shares
|
$87,060
0.01% of portfolio
|
Q4 2024
Added 160.48%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
527
shares
|
$83,877
0.06% of portfolio
|
Q4 2024
New holding
|