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 1,105 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
124,047
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
121,526
shares
|
$20.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
120,078
shares
|
$20.5 Million
4.55% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
119,599
shares
|
$20.4 Million
5.25% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
119,420
shares
|
$20.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
108,148
shares
|
$18.5 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
108,090
shares
|
$18.5 Million
1.67% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
105,769
shares
|
$18.1 Million
2.68% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
105,272
shares
|
$18 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
104,269
shares
|
$17.8 Million
6.55% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
100,973
shares
|
$17.2 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
98,602
shares
|
$16.8 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
98,313
shares
|
$16.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
96,963
shares
|
$16.6 Million
3.74% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
96,804
shares
|
$16.5 Million
2.31% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
95,863
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
94,081
shares
|
$16.1 Million
2.3% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
89,697
shares
|
$15.3 Million
0.03% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
89,506
shares
|
$15.3 Million
3.71% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
89,212
shares
|
$15.2 Million
0.03% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
89,171
shares
|
$15.2 Million
1.45% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
86,210
shares
|
$14.7 Million
2.78% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
85,805
shares
|
$14.7 Million
3.22% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
84,279
shares
|
$14.4 Million
0.04% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
81,881
shares
|
$14 Million
0.49% of portfolio
|
Q3 2024
Added 0.43%
|