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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$167.13 -1.17 (-0.70%)
Closing price 04:10 PM Eastern
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$167.32 +0.19 (+0.12%)
As of 07:20 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)
725
Total
Institutional Inflows
(last 12 months)
$1.89B
Number of
Institutional Sellers
(last 12 months)
507
Total
Institutional Outflows
(last 12 months)
$501.38M
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VOE Institutional Buying and Selling by Quarter

Vanguard Mid-Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Quad Cities Investment Group LLC2,750$452K0.2%+5.7%0.003%
7/11/2025Prosperity Planning Inc.51,701$8.50M2.5%-2.7%0.048%
7/11/2025Scott Capital Advisors LLC59,526$9.94M2.7%-0.7%0.055%
7/11/2025Compass Ion Advisors LLC2,378$391K0.0%-2.5%0.002%
7/11/2025Capital Advantage Inc.42,125$6.93M1.1%-49.8%0.039%
7/11/2025Farther Finance Advisors LLC5,079$835K0.0%-16.1%0.005%
7/11/2025Busey Bank6,391$1.05M0.0%+56.1%0.006%
7/11/2025CX Institutional45,237$7.44M0.3%+12.3%0.042%
7/11/2025 UMB Bank n.a.35,645$5.86M0.1%-5.6%0.033%
7/11/2025My Legacy Advisors LLC7,881$1.33M0.5%-6.6%0.007%
7/11/2025LongView Wealth Management2,245$369K0.1%-6.3%0.002%
7/11/2025SeaCrest Wealth Management LLC2,674$440K0.0%+6.4%0.002%
7/11/2025Kingstone Capital Partners Texas LLC28,896$4.75M0.0%N/A0.027%
7/11/2025Grove Bank & Trust19,835$3.26M0.4%+5.2%0.018%
7/10/2025 Orgel Wealth Management LLC795,512$130.83M3.2%+7.3%0.732%
7/10/2025 HF Advisory Group LLC4,168$685K0.3%+10.5%0.004%
7/10/2025 Weinberger Asset Management Inc38,009$6.25M2.4%+1.4%0.035%
7/10/2025 Fulton Bank N.A.2,709$446K0.0%-6.4%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC242,873$40.66M0.1%-1.0%0.224%
7/10/2025 Atticus Wealth Management LLC1,411$232K0.1%+20.0%0.001%
7/10/2025 Wedmont Private Capital17,839$2.98M0.1%-3.0%0.016%
7/10/2025 Compton Wealth Advisory Group LLC87,606$14.41M3.6%+2.8%0.081%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA50,079$8.24M2.6%+11.5%0.046%
7/10/2025 Focus Financial Network Inc.10,447$1.73M0.1%-4.8%0.010%
7/10/2025 Sovran Advisors LLC1,676$279K0.0%-5.4%0.002%
7/9/2025 Praetorian Wealth Management Inc.104,907$17.25M4.0%-22.7%0.097%
7/9/2025 Gilman Hill Asset Management LLC21,233$3.49M0.6%+182.8%0.020%
7/9/2025 OLIO Financial Planning89,300$14.69M4.6%+3.1%0.082%
7/9/2025 Bruce G. Allen Investments LLC26,530$4.36M3.3%+0.4%0.024%
7/9/2025 Goelzer Investment Management Inc.5,025$826K0.0%+67.1%0.005%
7/9/2025 Inspirion Wealth Advisors LLC287,130$47.22M6.3%-0.9%0.264%
7/9/2025 Alesco Advisors LLC47,264$7.77M0.2%-0.5%0.044%
7/9/2025 Krilogy Financial LLC234,094$38.50M2.2%+4.9%0.216%
7/9/2025 MassMutual Private Wealth & Trust FSB61,740$10.15M0.3%-5.7%0.057%
7/8/2025 Lpwm LLC21,473$3.53M1.0%+0.4%0.020%
7/8/2025 Elevation Wealth Partners LLC2,521$415K0.2%-14.4%0.002%
7/8/2025 Baker Ellis Asset Management LLC4,970$817K0.1%-12.3%0.005%
7/8/2025 Atlas Brown Inc.4,447$731K0.2%-7.5%0.004%
7/8/2025 Prism Advisors Inc.32,175$5.29M1.5%N/A0.030%
7/8/2025 Richard P Slaughter Associates Inc7,686$1.26M0.3%-56.9%0.007%
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7/8/2025 Apella Capital LLC17,743$2.94M0.1%N/A0.016%
7/8/2025 Parallel Advisors LLC7,260$1.19M0.0%+197.5%0.007%
7/8/2025 Peirce Capital Management LLC6,826$1.12M0.5%N/A0.006%
7/7/2025 Wesbanco Bank Inc.3,308$544K0.0%+14.2%0.003%
7/7/2025 Bangor Savings Bank34,956$5.75M0.5%-3.2%0.032%
7/7/2025 Salem Investment Counselors Inc.458$75K0.0%-77.6%0.000%
7/7/2025 Taylor & Morgan Wealth Management LLC32,862$5.41M3.6%-0.4%0.030%
7/3/2025 Arvest Investments Inc.105,243$17.31M2.6%+0.5%0.097%
7/3/2025 Collective Family Office LLC25,908$4.26M1.1%+3.1%0.024%
7/3/2025 Fiduciary Financial Group LLC3,057$509K0.1%+3.6%0.003%
7/2/2025 Dentgroup LLC7,233$1.19M0.8%-2.9%0.007%
7/2/2025 Marotta Asset Management220,403$36.25M7.3%-7.0%0.203%
7/2/2025 Waller Financial Planning Group Inc.2,875$473K0.1%+4.4%0.003%
7/1/2025 Harbor Investment Advisory LLC31,949$5.25M0.4%-1.3%0.029%
6/27/2025Goldman Sachs Group Inc.24,313$3.90M0.0%+5.3%0.022%
6/17/2025Howe & Rusling Inc.4,829$775K0.1%+10.0%0.004%
6/2/2025Modern Wealth Management LLC5,579$896K0.0%+5.5%0.005%
5/28/2025Jones Financial Companies Lllp2,454,026$390.84M0.4%+1.4%2.260%
5/27/2025Advisors Capital Management LLC1,470$236K0.0%-9.8%0.001%
5/23/2025SWAN Capital LLC32,352$5.19M2.4%+25.3%0.030%
5/21/2025McAdam LLC295,373$47.42M2.9%-0.5%0.272%
5/21/2025Geneos Wealth Management Inc.66,455$10.67M0.4%-0.8%0.061%
5/20/2025Tenret Co LLC33,180$5.33M3.2%+4.1%0.031%
5/20/2025Belpointe Asset Management LLC9,063$1.46M0.1%+614.7%0.008%
5/20/2025Fortis Capital Advisors LLC9,063$1.46M0.3%N/A0.008%
5/20/2025Focus Partners Wealth337,819$54.23M0.1%+6.3%0.311%
5/20/2025Integrity Alliance LLC.24,842$3.99M0.2%N/A0.023%
5/20/2025Glenview Trust co25,261$4.06M0.1%-18.3%0.023%
5/19/2025Jane Street Group LLC1,503$241K0.0%N/A0.001%
5/19/2025SageView Advisory Group LLC13,785$2.21M0.1%-2.3%0.013%
5/19/2025Advisory Alpha LLC87,572$14.06M0.5%+27.7%0.081%
5/16/2025Empowered Funds LLC6,502$1.04M0.0%-1.1%0.006%
5/16/2025Ascent Group LLC24,194$3.88M0.2%+4.3%0.022%
5/16/2025Arete Wealth Advisors LLC2,426$390K0.0%-39.7%0.002%
5/16/2025Signature Estate & Investment Advisors LLC17,022$2.73M0.1%+23.5%0.016%
5/16/2025Ashton Thomas Private Wealth LLC54,748$8.79M0.3%+2.3%0.050%
5/16/2025Goldman Sachs Group Inc.24,313$3.90M0.0%+5.3%0.022%
5/16/2025Jones Financial Companies Lllp2,459,081$415.57M0.4%+1.6%2.265%
5/16/2025Talon Private Wealth LLC10,515$1.69M0.2%+2.5%0.010%
5/16/2025Sepio Capital LP125,502$20.15M1.6%+4.1%0.116%
5/16/2025Plancorp LLC2,520$405K0.0%-3.1%0.002%
5/16/2025NewEdge Advisors LLC157,133$25.23M0.1%-1.6%0.145%
5/16/2025Integrated Wealth Concepts LLC27,165$4.36M0.1%-17.3%0.025%
5/16/2025Curi RMB Capital LLC1,647$264K0.0%+27.1%0.002%
5/16/2025Beaird Harris Wealth Management LLC3,240$520K0.0%+4.8%0.003%
5/16/2025AQR Capital Management LLC8,890$1.43M0.0%+13.8%0.008%
5/16/20251 North Wealth Services LLC1,081$174K0.1%N/A0.001%
5/15/2025EP Wealth Advisors LLC1,515,445$243.29M1.9%+18.7%1.396%
5/15/2025Focus Partners Advisor Solutions LLC36,426$5.85M0.1%+4.7%0.034%
5/15/2025Royal Bank of Canada3,262,796$523.81M0.1%+2.1%3.005%
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5/15/2025Betterment LLC4,291,924$689.03M1.6%-4.8%3.953%
5/15/2025MAI Capital Management57,298$9.20M0.1%-3.8%0.053%
5/15/2025Calton & Associates Inc.1,978$318K0.1%N/A0.002%
5/15/2025Connecticut Wealth Management LLC4,866$781K0.0%N/A0.004%
5/15/2025Baird Financial Group Inc.103,895$16.68M0.0%+3.2%0.096%
5/15/2025Tortoise Investment Management LLC455$73K0.0%-31.3%0.000%
5/14/2025Wealth Preservation Advisors LLC13,335$2.14M1.5%N/A0.012%
5/14/2025Paces Ferry Wealth Advisors LLC1,367$219K0.1%+6.8%0.001%
5/14/2025Note Advisors LLC3,376$542K0.4%-20.9%0.003%
5/14/2025CreativeOne Wealth LLC3,753$603K0.0%-31.5%0.003%
(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, 1,138 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 974 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 11,769,708 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

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

Of the 504 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), TIAA Trust National Association ($153.62K), Pacific Life Fund Advisors LLC ($132.23K), Mesirow Financial Investment Management Inc. ($114.22K), World Investment Advisors ($100.36K), Capital Advantage Inc. ($88.47K), and Natixis Advisors LLC ($86.47K).

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

Institutional investors have sold a total of 3,125,212 shares in the last 24 months. This volume of shares sold represents approximately $501.38M in transactions.



This page (NYSEARCA:VOE) was last updated on 7/11/2025 by MarketBeat.com Staff
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