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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
61,174
shares
|
$10.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
60,292
shares
|
$10.3 Million
0.36% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
59,196
shares
|
$10.1 Million
9.83% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
59,144
shares
|
$10.1 Million
3.67% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
58,854
shares
|
$10.1 Million
2.81% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
58,008
shares
|
$9.91 Million
1.75% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
57,304
shares
|
$9.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
56,649
shares
|
$9.67 Million
0.23% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
56,358
shares
|
$9.62 Million
3.24% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
55,574
shares
|
$9.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
54,947
shares
|
$9.38 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
54,214
shares
|
$9.26 Million
0.48% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
54,079
shares
|
$9.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
53,936
shares
|
$9.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
53,855
shares
|
$9.2 Million
0.52% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
53,664
shares
|
$9.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
53,580
shares
|
$9.15 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
53,230
shares
|
$9.09 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
52,454
shares
|
$8.96 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
51,890
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2024
Added 48.3%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
51,794
shares
|
$8.85 Million
0.25% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
51,766
shares
|
$8.84 Million
0.47% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
51,230
shares
|
$8.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
50,807
shares
|
$8.68 Million
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
50,584
shares
|
$8.64 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.68%
|