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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$161.06 -0.47 (-0.29%)
Closing price 04:10 PM Eastern
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$161.02 -0.03 (-0.02%)
As of 04:55 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)
676
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
459
Total
Institutional Outflows
(last 12 months)
$535.16M
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VOE Institutional Buying and Selling by Quarter

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Vanguard Mid-Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.336$54K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC239,094$38.68M0.1%+9.8%0.221%
3/17/2025Members Wealth LLC6,038$988K0.7%N/A0.006%
3/14/2025Keystone Financial Services LLC23,194$3.75M3.4%N/A0.021%
3/11/2025 Anchor Pointe Wealth Management LLC11,175$1.80M2.3%N/A0.010%
3/6/2025 Copia Wealth Management3,479$563K0.5%N/A0.003%
3/6/2025 Elite Financial Inc.6,677$1.08M0.6%N/A0.006%
3/4/2025 Comprehensive Money Management Services LLC2,115$342K0.3%N/A0.002%
2/27/2025Jefferies Financial Group Inc.21,074$3.41M0.0%-2.8%0.020%
2/26/2025 LifeWealth Investments LLC8,242$1.33M0.9%N/A0.008%
2/25/2025 SWAN Capital LLC25,824$4.18M2.0%-19.2%0.024%
2/25/2025 Integrated Advisors Network LLC8,146$1.32M0.1%-4.3%0.008%
2/25/2025 Chokshi & Queen Wealth Advisors Inc1,733$280K0.2%N/A0.002%
2/24/2025 Great Valley Advisor Group Inc.35,070$5.67M0.1%+125.1%0.033%
2/24/2025 Ameriflex Group Inc.330$55K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC2,627$425K0.1%-32.2%0.002%
2/22/2025 American Trust7,156$1.16M0.1%+231.4%0.007%
2/21/2025 Ascent Group LLC23,193$3.75M0.3%+0.7%0.022%
2/21/2025 WNY Asset Management LLC4,210$681K0.1%-2.5%0.004%
2/20/2025 Forum Financial Management LP1,488$241K0.0%+6.3%0.001%
2/20/2025 Michels Family Financial LLC11,467$1.86M1.7%N/A0.011%
2/20/2025 Peak Retirement Planning Inc.16,275$2.63M1.8%N/A0.015%
2/19/2025 Richmond Investment Services LLC1,993$322K0.2%N/A0.002%
2/18/2025 Mosaic Family Wealth Partners LLC38,080$6.16M0.9%+0.3%0.036%
2/18/2025 Pinnacle Financial Group LLC IL16,973$2.75M1.1%+1.0%0.016%
2/18/2025 MidWestOne Financial Group Inc.10,474$1.69M0.2%+2.0%0.010%
2/18/2025 Focus Partners Advisor Solutions LLC34,797$5.63M0.1%+192.7%0.033%
2/18/2025 Continuum Advisory LLC3,602$583K0.1%+2.8%0.003%
2/18/2025 Note Advisors LLC4,267$690K0.6%N/A0.004%
2/17/2025 Waverly Advisors LLC632,321$102.29M1.6%-3.7%0.594%
2/17/2025 Willis Johnson & Associates Inc.12,615$2.04M0.2%-1.0%0.012%
2/17/2025 Visionary Wealth Advisors55,443$8.97M0.5%-11.5%0.052%
2/17/2025 Texas Bank & Trust Co3,759$608K0.3%N/A0.004%
2/17/2025 Snowden Capital Advisors LLC7,965$1.29M0.0%-3.6%0.007%
2/17/2025 Royal Bank of Canada3,197,152$517.20M0.1%+0.3%3.004%
2/17/2025 Quantinno Capital Management LP7,483$1.21M0.0%+118.9%0.007%
2/17/2025 NorthRock Partners LLC2,706$438K0.0%+13.2%0.003%
2/17/2025 Millennium Management LLC3,329$539K0.0%N/A0.003%
2/17/2025 LifePlan Investment Advisors Inc.23,968$3.88M2.4%-3.0%0.023%
2/17/2025Jefferies Financial Group Inc.21,074$3.41M0.0%-2.8%0.020%
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2/17/2025 Gotham Asset Management LLC1,845$298K0.0%N/A0.002%
2/17/2025 Focus Partners Wealth317,794$51.59M0.1%+9.6%0.299%
2/17/2025 Ellevest Inc.124,921$20.22M1.2%-2.2%0.117%
2/17/2025 Evensky & Katz LLC94,882$15.35M1.0%-3.8%0.089%
2/17/2025 D. E. Shaw & Co. Inc.1,242$201K0.0%-47.6%0.001%
2/17/2025 EP Wealth Advisors LLC1,276,253$206.46M1.7%+37.7%1.199%
2/17/2025 Colonial Trust Co SC4,735$766K0.1%+6.8%0.004%
2/17/2025 CoreCap Advisors LLC1,191$193K0.0%+115.4%0.001%
2/17/2025 Cresset Asset Management LLC30,225$4.89M0.0%-16.0%0.028%
2/17/2025 Capital Advantage Inc.83,854$13.57M2.5%-2.7%0.079%
2/17/2025 Cetera Investment Advisers239,324$38.72M0.1%+0.9%0.225%
2/17/2025 BOKF NA63,252$10.07M0.2%+1.2%0.059%
2/17/2025 Cahill Financial Advisors Inc.6,711$1.09M0.1%+2.8%0.006%
2/17/2025 Captrust Financial Advisors118,254$19.13M0.1%-2.7%0.111%
2/17/2025 Cary Street Partners Financial LLC150,741$24.39M0.8%N/A0.142%
2/17/2025 Chapman Financial Group LLC1,294$209K0.2%N/A0.001%
2/17/2025 Baird Financial Group Inc.100,678$16.29M0.0%-4.4%0.095%
2/17/2025 Baldwin Investment Management LLC8,157$1.32M0.2%-8.5%0.008%
2/17/2025 Bank of America Corp DE3,082,061$498.59M0.0%+0.1%2.896%
2/17/2025 Benjamin Edwards Inc.157,548$25.49M0.4%+5.6%0.148%
2/17/2025 BNP Paribas Financial Markets149,626$24.21M0.0%+3.4%0.141%
2/17/2025 Ameriprise Financial Inc.915,173$147.98M0.0%+0.8%0.860%
2/17/2025 Ancora Advisors LLC5,539$896K0.0%+4.9%0.005%
2/17/2025 Aptus Capital Advisors LLC19,123$3.09M0.0%-6.3%0.018%
2/17/2025 Asset Management Group Inc.95,847$15.51M2.8%-1.0%0.090%
2/17/2025 Accredited Wealth Management LLC264$43K0.0%N/A0.000%
2/14/2025 Mercer Global Advisors Inc. ADV97,542$15.78M0.0%+8.7%0.092%
2/14/2025 FAS Wealth Partners Inc.33,386$5.40M0.5%-0.7%0.031%
2/14/2025 Eagle Strategies LLC63,350$10.25M1.8%+1.3%0.060%
2/14/2025 Comerica Bank52,425$8.48M0.0%-3.1%0.049%
2/14/2025 Schwallier Wealth Management LLC6,580$1.06M0.8%-7.8%0.006%
2/14/2025 Northern Trust Corp57,584$9.32M0.0%+0.5%0.054%
2/14/2025 Beacon Pointe Advisors LLC142,550$23.06M0.3%-0.6%0.134%
2/14/2025 Tudor Investment Corp ET AL8,006$1.30M0.0%+77.5%0.008%
2/14/2025 Betterment LLC4,509,099$729.44M1.7%-3.7%4.236%
2/14/2025 Mission Creek Capital Partners Inc.1,923$311K0.1%-5.3%0.002%
2/14/2025 Prosperity Consulting Group LLC17,710$2.87M0.2%-1.8%0.017%
2/14/2025 Johnson Financial Group Inc.3,961$657K0.0%+67.0%0.004%
2/14/2025 Coldstream Capital Management Inc.2,697$436K0.0%-3.5%0.003%
2/14/2025 Two Sigma Securities LLC2,231$361K0.0%+7.9%0.002%
2/14/2025 Keyvantage Wealth LLC9,793$1.58M1.1%N/A0.009%
2/14/2025 Integrated Wealth Concepts LLC32,828$5.31M0.1%+2.8%0.031%
2/14/2025 Fuller & Thaler Asset Management Inc.3,729$603K0.0%+134.4%0.004%
2/14/2025 MGO One Seven LLC21,315$3.45M0.1%-41.2%0.020%
2/14/2025 Hsbc Holdings PLC2,782$450K0.0%+17.8%0.003%
2/14/2025 IHT Wealth Management LLC5,831$943K0.0%-21.2%0.005%
2/14/2025 OneDigital Investment Advisors LLC15,352$2.48M0.0%+4.8%0.014%
2/14/2025 Stifel Financial Corp601,492$97.30M0.1%+10.3%0.565%
2/14/2025 Tower Research Capital LLC TRC 239$39K0.0%N/A0.000%
2/14/2025 Transce3nd LLC441$71K0.0%N/A0.000%
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2/14/2025 MML Investors Services LLC250,685$40.55M0.1%+10.9%0.236%
2/14/2025 First Trust Advisors LP3,695$598K0.0%N/A0.003%
2/14/2025 Forum Financial Management LP1,488$241K0.0%+6.3%0.001%
2/14/2025 GeoWealth Management LLC711$115K0.0%+139.4%0.001%
2/14/2025 Commerce Bank59,400$9.61M0.1%+6.9%0.056%
2/14/2025 Concourse Financial Group Securities Inc.19,092$3.18M0.2%+1.1%0.018%
2/13/2025 Capital Square LLC14,801$2.47M1.4%+13.1%0.014%
2/13/2025 MSH Capital Advisors LLC20,096$3.25M1.0%N/A0.019%
2/13/2025 NewEdge Advisors LLC159,715$25.84M0.2%+1.8%0.150%
2/13/2025 Verisail Partners LLC5,355$866K0.4%N/A0.005%
(Data available from 1/1/2016 forward)

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VOE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOE shares?

During the previous two years, 1,122 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 ($729.44M), Assetmark Inc. ($635.87M), Morgan Stanley ($554.44M), Royal Bank of Canada ($517.20M), Bank of America Corp DE ($498.59M), and Jones Financial Companies Lllp ($391.41M).Learn more on VOE's institutional investors.

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

Of the 943 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), Strategic Financial Concepts LLC ($1.81M), Osaic Holdings Inc. ($1.46M), EP Wealth Advisors LLC ($1.29M), Wealthfront Advisers LLC ($766.05K), and Assetmark Inc. ($708.14K).

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

Institutional investors have bought a total of 25,619,655 shares in the last 24 months. This purchase volume represents approximately $3.75B in transactions.

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

Of the 677 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: First Republic Investment Management Inc. ($502.54K), UBS Group AG ($367.28K), Thrivent Financial for Lutherans ($358.70K), Truist Financial Corp ($357.46K), Miracle Mile Advisors LLC ($340.24K), Envestnet Asset Management Inc. ($339.27K), and TIAA Trust National Association ($275.11K).

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

Institutional investors have sold a total of 9,539,005 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.



This page (NYSEARCA:VOE) was last updated on 3/27/2025 by MarketBeat.com Staff
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