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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$163.32 +2.43 (+1.51%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
569
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$628.47M
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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
12/13/2024 B. Riley Wealth Advisors Inc.5,140$858K0.0%-17.9%0.005%
12/2/2024 Beaird Harris Wealth Management LLC3,075$516K0.0%+76,775.0%0.003%
11/29/2024 American Trust2,159$362K0.0%+3.8%0.002%
11/27/2024 Franklin Resources Inc.5,764$973K0.0%+1.9%0.005%
11/26/2024 Peapack Gladstone Financial Corp100,753$16.89M0.2%-0.2%0.095%
11/25/2024 Synovus Financial Corp15,542$2.61M0.0%+97.5%0.015%
11/25/2024 Wilmington Savings Fund Society FSB133,175$22.33M0.4%+4.4%0.125%
11/25/2024 World Investment Advisors LLC108,903$18.26M0.4%+1,316.2%0.102%
11/25/2024 Sanctuary Advisors LLC54,142$9.43M0.1%+12.8%0.051%
11/20/2024 SOA Wealth Advisors LLC.41,397$6.94M1.3%+0.2%0.039%
11/20/2024 Passumpsic Savings Bank3,200$537K0.4%+10.8%0.003%
11/18/2024 Soltis Investment Advisors LLC1,702$285K0.0%-3.7%0.002%
11/18/2024 Rehmann Capital Advisory Group2,766$464K0.0%-2.2%0.003%
11/18/2024 TD Private Client Wealth LLC5,989$1.00M0.0%-2.9%0.006%
11/15/2024 MidWestOne Financial Group Inc.10,264$1.72M0.2%-9.5%0.010%
11/15/2024 Brophy Wealth Management LLC47,156$7.91M2.8%N/A0.044%
11/15/2024 Continuum Advisory LLC3,503$596K0.1%+15.5%0.003%
11/15/2024 Drucker Wealth 3.0 LLC4,183$701K0.2%-2.4%0.004%
11/15/2024 Glass Jacobson Investment Advisors llc4,789$803K0.3%+4.6%0.004%
11/15/2024 MML Investors Services LLC226,079$37.91M0.1%+3.2%0.212%
11/15/2024 Legacy Investment Solutions LLC451$77K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC5,242$879K0.0%+25.6%0.005%
11/15/2024 World Investment Advisors LLC267,406$44.84M0.2%+3,377.3%0.251%
11/15/2024 National Bank of Canada FI51,890$8.70M0.0%+48.3%0.049%
11/15/2024 EP Wealth Advisors LLC927,092$155.45M1.3%+26.9%0.871%
11/15/2024 Stifel Financial Corp545,366$91.44M0.1%+0.9%0.512%
11/15/2024 SWAN Capital LLC31,951$5.36M2.6%-28.7%0.030%
11/15/2024 SYM FINANCIAL Corp508,828$85.32M11.4%+0.3%0.478%
11/15/2024 SageView Advisory Group LLC13,950$2.34M0.1%-4.0%0.013%
11/15/2024 Quantinno Capital Management LP3,419$573K0.0%+151.6%0.003%
11/15/2024 Millburn Ridgefield Corp26,577$4.46M0.1%+1.1%0.025%
11/15/2024 Mission Creek Capital Partners Inc.2,031$341K0.1%+7.4%0.002%
11/15/2024 IHT Wealth Management LLC7,404$1.24M0.0%+25.6%0.007%
11/15/2024 Integrated Wealth Concepts LLC31,920$5.35M0.1%-6.1%0.030%
11/15/2024 HighTower Advisors LLC206,899$34.70M0.0%+3.6%0.194%
11/15/2024 Ascent Group LLC23,032$3.86M0.3%-7.7%0.022%
11/15/2024 Benjamin Edwards Inc.149,253$25.03M0.4%+16,265.5%0.140%
11/15/2024 FSA Wealth Management LLC2,555$428K0.2%N/A0.002%
11/14/2024 Kiely Wealth Advisory Group Inc.3,845$661K0.4%-57.5%0.004%
11/14/2024 Acropolis Investment Management LLC9,338$1.52M0.1%+3.8%0.009%
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11/14/2024 Flow Traders U.S. LLC8,449$1.42M0.1%N/A0.008%
11/14/2024 Arete Wealth Advisors LLC4,558$761K0.1%+6.1%0.004%
11/14/2024 Captrust Financial Advisors121,526$20.38M0.1%-6.5%0.114%
11/14/2024 Rockefeller Capital Management L.P.582,000$97.56M0.3%-10.7%0.547%
11/14/2024 Financial Counselors Inc.44,675$7.49M0.1%+2.1%0.042%
11/14/2024 CreativeOne Wealth LLC5,164$866K0.0%+57.1%0.005%
11/13/2024 Townsquare Capital LLC7,841$1.32M0.0%-26.8%0.007%
11/13/2024 BNP Paribas Financial Markets144,639$24.25M0.0%-5.4%0.136%
11/13/2024 FMR LLC893,540$149.82M0.0%-1.8%0.839%
11/13/2024 D.A. Davidson & CO.51,230$8.59M0.1%-0.6%0.048%
11/13/2024 Bank of Montreal Can124,047$20.75M0.0%-4.5%0.117%
11/13/2024 Capital Square LLC13,084$2.19M1.3%-13.6%0.012%
11/13/2024 Associated Banc Corp28,388$4.76M0.1%+3.9%0.027%
11/13/2024 Private Trust Co. NA2,320$389K0.0%-7.2%0.002%
11/13/2024 Bank of Hawaii15,670$2.63M0.1%+1.5%0.015%
11/13/2024 Estate Counselors LLC1,890$318K0.0%-95.5%0.002%
11/12/2024 Summit Trail Advisors LLC6,140$1.03M0.0%+2.9%0.006%
11/12/2024 Cahill Financial Advisors Inc.6,529$1.10M0.1%+3.2%0.006%
11/12/2024Larson Financial Group LLC1,195$200K0.0%-11.9%0.001%
11/12/2024 Wescott Financial Advisory Group LLC9,130$1.53M0.2%-26.0%0.009%
11/12/2024 Truepoint Inc.6,111$1.03M0.0%+4.4%0.006%
11/12/2024 Kingsview Wealth Management LLC13,116$2.20M0.0%+9.7%0.012%
11/12/2024 Cerity Partners LLC23,457$3.93M0.0%+6.0%0.022%
11/12/2024 Alesco Advisors LLC50,584$8.48M0.3%-1.7%0.048%
11/12/2024 Great Valley Advisor Group Inc.15,578$2.61M0.1%+285.5%0.015%
11/12/2024 Nicolet Advisory Services LLC3,138$520K0.0%-5.7%0.003%
11/12/2024 Stonebrook Private Inc.1,214$204K0.1%N/A0.001%
11/12/2024 Nwam LLC3,797$637K0.0%N/A0.004%
11/12/2024 Meridian Wealth Management LLC12,243$2.05M0.1%N/A0.012%
11/12/2024 Raymond James Trust N.A.7,270$1.22M0.0%+22.2%0.007%
11/12/2024 49 Wealth Management LLC1,547$259K0.0%-39.3%0.001%
11/9/2024 LPL Financial LLC941,833$157.92M0.1%+2.5%0.885%
11/9/2024 Trustmark National Bank Trust Department5,694$955K0.1%+10.8%0.005%
11/9/2024 Creekside Partners4,183$701K0.4%+4.7%0.004%
11/8/2024 Citizens Financial Group Inc. RI5,275$884K0.0%+1.5%0.005%
11/8/2024 EverSource Wealth Advisors LLC25,869$4.34M0.3%-0.4%0.024%
11/8/2024 Cedar Wealth Management LLC645$108K0.0%+24.8%0.001%
11/8/2024 Etfidea LLC13,539$2.27M0.7%+4.7%0.013%
11/8/2024 Howe & Rusling Inc.4,629$776K0.1%+17.4%0.004%
11/8/2024 Commerce Bank55,574$9.32M0.1%-1.1%0.052%
11/8/2024 Northwest Bancshares Inc.2,619$439K0.1%-2.9%0.002%
11/8/2024 Avior Wealth Management LLC496,917$83.30M3.3%-0.4%0.467%
11/8/2024 PNC Financial Services Group Inc.1,566,374$262.63M0.2%-0.4%1.472%
11/8/2024 SouthState Corp250$42K0.0%N/A0.000%
11/8/2024 Wrapmanager Inc.4,637$777K0.2%-25.9%0.004%
11/8/2024 BIP Wealth LLC1,840$309K0.0%+13.7%0.002%
11/8/2024 Prospera Financial Services Inc10,595$1.78M0.0%+13.4%0.010%
11/7/2024 Whalen Wealth Management Inc.16,954$2.84M2.0%N/A0.016%
11/7/2024 Schwallier Wealth Management LLC7,139$1.20M0.9%+6.6%0.007%
11/7/2024 Pathstone Holdings LLC33,444$5.60M0.0%-8.5%0.031%
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11/7/2024 Amara Financial LLC.1,981$332K0.3%N/A0.002%
11/7/2024 MidAtlantic Capital Management Inc.5,779$969K0.7%N/A0.005%
11/7/2024 Cassaday & Co Wealth Management LLC3,508$588K0.0%-2.5%0.003%
11/7/2024 MAI Capital Management53,936$9.04M0.1%-2.8%0.051%
11/7/2024 AMG National Trust Bank12,530$2.10M0.1%-0.7%0.012%
11/7/2024 Phillips Financial Management LLC10,894$1.83M0.1%-20.3%0.010%
11/7/2024 Planning Directions Inc.9,452$1.59M0.9%-0.6%0.009%
11/7/2024 Thrivent Financial for Lutherans70,861$11.88M0.0%+11.4%0.067%
11/7/2024 Claro Advisors LLC1,291$216K0.0%N/A0.001%
11/6/2024 Cassady Schiller Wealth Management LLC42,233$7.08M2.6%+4.8%0.040%
(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, 1,018 institutional investors and hedge funds held shares of Vanguard Mid-Cap Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($16.49B), Betterment LLC ($1.40B), Assetmark Inc. ($612.66M), Morgan Stanley ($554.44M), Bank of America Corp DE ($457.00M), Royal Bank of Canada ($348.51M), and Jones Financial Companies Lllp ($320.71M).Learn more on VOE's institutional investors.

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

Of the 866 institutional investors that purchased Vanguard Mid-Cap Value ETF 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), Osaic Holdings Inc. ($1.46M), EP Wealth Advisors LLC ($939.67K), Strategic Financial Concepts LLC ($906.23K), Charles Schwab Investment Management Inc. ($702.04K), and Assetmark Inc. ($561.87K).

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

Institutional investors have bought a total of 23,747,618 shares in the last 24 months. This purchase volume represents approximately $3.34B in transactions.

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

Of the 650 institutional investors that sold Vanguard Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Facet Wealth Inc. ($611.84K), First Republic Investment Management Inc. ($502.54K), Natixis Advisors L.P. ($494.35K), UBS Group AG ($367.28K), Thrivent Financial for Lutherans ($358.36K), Truist Financial Corp ($356.10K), and Miracle Mile Advisors LLC ($335.12K).

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

Institutional investors have sold a total of 10,939,193 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.


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This page (NYSEARCA:VOE) was last updated on 12/22/2024 by MarketBeat.com Staff
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