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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$165.74 -1.60 (-0.96%)
Closing price 08/1/2025 04:10 PM Eastern
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$165.82 +0.08 (+0.05%)
As of 08/1/2025 06:16 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
748
Total
Institutional Inflows
(last 12 months)
$1.97B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$528.99M
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VOE Institutional Buying and Selling by Quarter

Vanguard Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Winebrenner Capital Management LLC2,977$490K0.4%+4.1%0.003%
8/1/2025Planning Directions Inc.8,016$1.32M0.7%-37.8%0.007%
8/1/2025Zhang Financial LLC8,679$1.43M0.1%+14.6%0.008%
8/1/2025Integral Investment Advisors Inc.2,075$341K0.1%+25.6%0.002%
8/1/2025Clark Asset Management LLC2,222$365K0.0%+43.2%0.002%
8/1/2025GWN Securities Inc.4,872$804K0.1%+53.7%0.004%
8/1/2025Advisory Alpha LLC91,807$15.10M0.5%+4.8%0.084%
8/1/2025SYM FINANCIAL Corp528,419$86.90M9.7%+1.7%0.486%
8/1/2025Facet Wealth Inc.2,282$382K0.0%-15.6%0.002%
8/1/2025Y Intercept Hong Kong Ltd2,250$370K0.0%N/A0.002%
8/1/2025GoalVest Advisory LLC1,002$165K0.0%+101.2%0.001%
8/1/2025Ashton Thomas Private Wealth LLC24,733$4.09M0.1%-54.8%0.023%
8/1/2025American Financial & Tax Strategies Inc.18,125$2.98M1.5%+0.4%0.017%
8/1/2025MorganRosel Wealth Management LLC3,823$629K0.2%+15.4%0.004%
8/1/2025Envestnet Asset Management Inc.1,197,397$196.90M0.1%-20.7%1.100%
7/31/2025 Wealthfront Advisers LLC10,497$1.73M0.0%-16.5%0.010%
7/31/2025 Brighton Jones LLC20,490$3.37M0.1%+2.0%0.019%
7/31/2025 Leavell Investment Management Inc.61,413$10.15M0.5%+1.8%0.056%
7/31/2025 BIP Wealth LLC1,796$295K0.0%-27.0%0.002%
7/31/2025 Focus Partners Advisor Solutions LLC42,922$7.06M0.1%+17.8%0.039%
7/31/2025 Curio Wealth LLC1,324$218K0.1%+18,814.3%0.001%
7/31/2025 Glass Jacobson Investment Advisors llc4,679$770K0.3%-11.9%0.004%
7/31/2025 Washington Trust Advisors Inc.15,244$2.51M0.2%+2.0%0.014%
7/31/2025 Opes Wealth Management LLC65,646$10.80M1.9%+7.7%0.060%
7/31/2025 Sharper & Granite LLC42,197$7.05M2.7%+3.4%0.039%
7/31/2025 180 Wealth Advisors LLC14,217$2.34M0.3%+0.8%0.013%
7/31/2025 Avion Wealth167,618$27.57M6.3%+19.1%0.154%
7/30/2025 KPP Advisory Services LLC41,802$6.88M1.1%-1.0%0.038%
7/30/2025 Principle Wealth Partners LLC4,126$679K0.0%N/A0.004%
7/30/2025 LifeWealth Investments LLC9,807$1.61M0.5%+28.4%0.009%
7/30/2025 Forum Financial Management LP1,500$247K0.0%+5.6%0.001%
7/30/2025 White Lighthouse Investment Management Inc.18,990$3.12M0.5%+0.8%0.017%
7/30/2025 Greatmark Investment Partners Inc.1,244$205K0.0%-7.5%0.001%
7/30/2025 Rehmann Capital Advisory Group3,560$585K0.0%-5.4%0.003%
7/30/2025 Black Diamond Financial LLC21,664$3.56M0.6%-10.7%0.020%
7/30/2025 TFB Advisors LLC36,264$5.96M1.6%+1.8%0.033%
7/30/2025 Exencial Wealth Advisors LLC49,870$8.20M0.3%-3.7%0.046%
7/30/2025 Brookstone Capital Management9,120$1.50M0.0%-33.5%0.008%
7/30/2025 D.A. Davidson & CO.54,548$8.97M0.1%+1.6%0.050%
7/30/2025 Whittier Trust Co.10,099$1.66M0.0%-3.7%0.009%
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7/30/2025 LGT Financial Advisors LLC535$88K0.2%-28.8%0.000%
7/30/2025 Clune & Associates LTD.1,925$317K0.1%+24.4%0.002%
7/30/2025 Evermay Wealth Management LLC473$78K0.0%-11.4%0.000%
7/29/2025 Stephens Inc. AR117,557$19.33M0.3%-0.5%0.108%
7/29/2025 Balboa Wealth Partners2,411$396K0.1%N/A0.002%
7/29/2025 Chicago Partners Investment Group LLC83,409$14.20M0.4%+0.5%0.077%
7/29/2025 BKM Wealth Management LLC7,875$1.30M0.5%+2.2%0.007%
7/29/2025 Ballast Inc.3,201$526K0.2%N/A0.003%
7/29/2025 Gladwyn Financial Advisors Inc.55,960$9.20M7.1%N/A0.051%
7/29/2025 Signature Estate & Investment Advisors LLC15,394$2.53M0.1%-9.6%0.014%
7/29/2025 May Barnhard Investments LLC35,970$5.92M2.8%+1.3%0.033%
7/29/2025 Ifrah Financial Services Inc.21,657$3.56M1.0%-1.2%0.020%
7/29/2025 Lutz Financial Services LLC90,638$14.91M1.2%+26.3%0.083%
7/29/2025 Rodgers & Associates LTD358,122$58.90M6.5%+5.3%0.329%
7/29/2025 Stratos Wealth Partners LTD.9,346$1.54M0.0%-5.2%0.009%
7/29/2025 Stratos Wealth Advisors LLC12,807$2.11M0.1%-16.6%0.012%
7/29/2025 Private Trust Co. NA2,696$443K0.0%+18.8%0.002%
7/29/2025 Angeles Wealth Management LLC407$67K0.0%N/A0.000%
7/29/2025 Financial Guidance Group Inc.15,351$2.53M1.2%-3.0%0.014%
7/29/2025 Roof Eidam Maycock Peralta LLC9,750$1.60M0.4%+0.6%0.009%
7/29/2025 SilverOak Wealth Management LLC12,069$1.99M0.4%-1.0%0.011%
7/29/2025 Harbor Asset Planning Inc.321$53K0.1%N/A0.000%
7/29/2025 Werba Rubin Papier Wealth Management14,460$2.38M0.4%+4.1%0.013%
7/29/2025 Aire Advisors LLC124,417$20.46M4.0%-0.3%0.114%
7/28/2025 Wealthspan Partners LLC1,648$271K0.1%-15.4%0.002%
7/28/2025 Bridges Investment Management Inc.1,975$325K0.0%-12.7%0.002%
7/28/2025 Uptick Partners LLC5,445$896K0.3%+18.9%0.005%
7/28/2025 Copia Wealth Management3,650$600K0.5%+4.9%0.003%
7/28/2025 Sagace Wealth Management LLC12,095$1.99M1.5%-2.2%0.011%
7/28/2025 Mutual Advisors LLC27,093$4.62M0.1%+3.0%0.025%
7/28/2025 Ritholtz Wealth Management5,882$967K0.0%-2.8%0.005%
7/28/2025 RMR Capital Management LLC11,358$1.87M1.3%-24.4%0.010%
7/28/2025 Sterling Financial Planning Inc.20,329$3.34M1.1%+3.4%0.019%
7/28/2025 Private Wealth Asset Management LLC1,793$295K0.0%+9.4%0.002%
7/28/2025 Harbour Investments Inc.35,246$5.80M0.1%+6.6%0.032%
7/28/2025 Mitchell Mcleod Pugh & Williams Inc.8,038$1.32M0.2%+9.7%0.007%
7/28/2025 Brown Financial Advisory1,463$241K0.1%N/A0.001%
7/28/2025 Courier Capital LLC2,805$461K0.0%-23.4%0.003%
7/28/2025 Wilmington Savings Fund Society FSB171,565$28.22M0.5%+13.5%0.158%
7/28/2025 Founders Grove Wealth Partners LLC18,152$2.99M0.7%+6.0%0.017%
7/28/2025 RFG Advisory LLC2,891$475K0.0%-6.0%0.003%
7/28/2025 Revolve Wealth Partners LLC8,051$1.32M0.2%+11.0%0.007%
7/25/2025 Atria Wealth Solutions Inc.27,733$4.60M0.1%-0.4%0.025%
7/25/2025 Envestnet Portfolio Solutions Inc.4,007$659K0.0%-15.8%0.004%
7/25/2025 RoundAngle Advisors LLC27,066$4.45M3.7%-1.8%0.025%
7/25/2025 Astoria Portfolio Advisors LLC.1,190$202K0.1%N/A0.001%
7/25/2025 Concord Asset Management LLC VA1,316$216K0.0%N/A0.001%
7/25/2025 Sequoia Financial Advisors LLC64,881$10.67M0.1%-44.5%0.060%
7/25/2025 St. Louis Trust Co6,588$1.08M0.1%+14.7%0.006%
7/25/2025 Presilium Private Wealth LLC135,986$22.36M4.6%+7.6%0.125%
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7/25/2025 McNamara Financial Services Inc.3,634$598K0.1%-2.9%0.003%
7/25/2025 G2 Capital Management LLC OH2,792$459K0.1%-12.2%0.003%
7/25/2025 SPC Financial Inc.53,785$8.85M0.7%-1.3%0.049%
7/25/2025 Midwest Capital Advisors LLC432$71K0.0%-16.8%0.000%
7/25/2025 CWM LLC123,581$20.32M0.1%+91.7%0.114%
7/25/2025 Lodestar Private Asset Management LLC2,756$453K0.1%-6.5%0.003%
7/25/2025 Vanguard Personalized Indexing Management LLC1,400$230K0.0%N/A0.001%
7/25/2025 Concurrent Investment Advisors LLC31,906$5.25M0.1%+7.6%0.029%
7/25/2025 Fifth Third Wealth Advisors LLC2,268$373K0.0%N/A0.002%
7/25/2025 Richardson Financial Services Inc.1,943$324K0.2%-27.4%0.002%
(Data available from 1/1/2016 forward)

VOE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOE shares?

During the previous two years, 1,145 institutional investors and hedge funds held shares of Vanguard Mid-Cap Value ETF. The most heavily invested institutionals were Betterment LLC ($689.03M), Assetmark Inc. ($658.70M), Morgan Stanley ($554.44M), Royal Bank of Canada ($523.81M), Bank of America Corp DE ($498.59M), Jones Financial Companies Lllp ($390.84M), and Wells Fargo & Company MN ($363.52M).Learn more on Vanguard Mid-Cap Value ETF's institutional investors.

Which institutional investors have been buying Vanguard Mid-Cap Value ETF's stock?

Of the 979 institutional investors that purchased Vanguard Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($2.09M), TIAA Trust National Association ($2.03M), Strategic Financial Concepts LLC ($1.81M), EP Wealth Advisors LLC ($1.51M), Osaic Holdings Inc. ($1.46M), Assetmark Inc. ($842.28K), and Wealthfront Advisers LLC ($764.06K).

How much institutional buying is happening at Vanguard Mid-Cap Value ETF?

Institutional investors have bought a total of 12,193,317 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Which of Vanguard Mid-Cap Value ETF's major shareholders have been selling company stock?

Of the 505 institutional investors that sold Vanguard Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Betterment LLC ($388.75K), Envestnet Asset Management Inc. ($380.85K), Pacific Life Fund Advisors LLC ($132.23K), Mesirow Financial Investment Management Inc. ($114.22K), Sequoia Financial Advisors LLC ($107.18K), World Investment Advisors ($100.36K), and Rockefeller Capital Management L.P. ($69.91K).

How much institutional selling is happening at Vanguard Mid-Cap Value ETF?

Institutional investors have sold a total of 3,255,128 shares in the last 24 months. This volume of shares sold represents approximately $528.99M in transactions.


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This page (NYSEARCA:VOE) was last updated on 8/2/2025 by MarketBeat.com Staff
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