VOE — VANGUARD MID-CAP VALUE INDEX FUND

Ownership history in CARY STREET PARTNERS ASSET MANAGEMENT LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which CARY STREET PARTNERS ASSET MANAGEMENT LLC reported a position in VANGUARD MID-CAP VALUE INDEX FUND (VOE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.96% (2023 Q1)
Avg. % of fund
1.6%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 94,081 +7,936 +9.2% 1.55% $11.8M $163.02
2024 Q2 REDUCED 86,145 -10,552 -10.9% 1.38% $9.4M $145.55
2024 Q1 ADDED 96,697 +2,759 +2.9% 1.76% $11.4M $149.97
2023 Q4 ADDED 93,938 +5,167 +5.8% 1.75% $10.2M $138.82
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOE price (monthly, adj. close)

Other funds also holding VOE

As of 2025 Q4 — sorted by position size

STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 13.08% SYM FINANCIAL Corp 3Y 7Y 10.19% Dougherty Wealth Advisers LLC 3Y 7Y 9.26% Diesslin Group, Inc. 9.25% BHK Investment Advisors, LLC 3Y 7Y 9.2% Clayton Financial Group LLC 7.62% Gladwyn Financial Advisors, Inc. 7.39% Marotta Asset Management 3Y 7.35% Shakespeare Wealth Management, LLC 3Y 7Y 7.01% Rodgers & Associates, LTD 3Y 6.82%
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