Free Trial

Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$168.02 +1.75 (+1.05%)
Closing price 04:10 PM Eastern
Extended Trading
$167.98 -0.04 (-0.02%)
As of 06:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
577
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
430
Total
Institutional Outflows
(last 12 months)
$607.91M
Get VOE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Mid-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/21/2025Grimes & Company Inc.14,516$2.35M0.1%+0.4%0.014%
1/21/2025Geneos Wealth Management Inc.66,978$10.84M0.4%-0.9%0.063%
1/21/2025Accel Wealth Management32,896$5.32M2.0%+3.6%0.031%
1/21/2025Fifth Third Bancorp94,070$15.22M0.1%-4.3%0.088%
1/21/2025Eclectic Associates Inc. ADV25,607$4.14M1.2%-0.5%0.024%
1/21/2025Goelzer Investment Management Inc.2,655$430K0.0%+11.6%0.002%
1/21/2025Curated Wealth Partners LLC3,148$509K0.1%N/A0.003%
1/21/2025Wolff Financial Management LLC9,564$1.55M0.4%-1.8%0.009%
1/21/2025Midwest Financial Group LLC26,707$4.32M2.5%+5.9%0.025%
1/21/2025Exchange Traded Concepts LLC3,024$489K0.0%+500.0%0.003%
1/21/2025CX Institutional35,543$5.75M0.2%-1.9%0.033%
1/21/2025Rodgers & Associates LTD339,152$54.87M6.5%+2.1%0.319%
1/21/2025RFG Advisory LLC3,169$513K0.0%+41.5%0.003%
1/21/2025Wells Trecaso Financial Group LLC10,709$1.73M0.6%-1.2%0.010%
1/21/2025Cornerstone Wealth Management LLC8,836$1.43M0.1%+14.6%0.008%
1/21/2025Brighton Jones LLC19,930$3.22M0.1%+36.9%0.019%
1/17/2025 Smallwood Wealth Investment Management LLC42,669$6.90M4.7%-1.8%0.040%
1/17/2025 IVC Wealth Advisors LLC19,927$3.22M1.8%+1.7%0.019%
1/17/2025 Galvin Gaustad & Stein LLC1,788$289K0.0%N/A0.002%
1/17/2025 Avior Wealth Management LLC530,145$85.75M3.1%+6.7%0.498%
1/17/2025 Mustard Seed Financial LLC22,398$3.62M2.9%+2.3%0.021%
1/17/2025 Mutual Advisors LLC26,664$4.42M0.1%+3.0%0.025%
1/17/2025 Echo45 Advisors LLC31,124$5.05M3.3%+10.3%0.029%
1/17/2025 Wesbanco Bank Inc.2,904$470K0.0%+2.4%0.003%
1/17/2025 Janney Montgomery Scott LLC85,646$13.86M0.0%+1.6%0.080%
1/17/2025 ERTS Wealth Advisors LLC176,229$28.51M5.4%+3.4%0.166%
1/17/2025 Advisory Alpha LLC68,551$11.09M0.4%-0.4%0.064%
1/17/2025 Dakota Wealth Management29,926$4.84M0.1%-14.7%0.028%
1/17/2025 Genesis Private Wealth LLC28,175$4.56M2.5%N/A0.026%
1/17/2025 Octavia Wealth Advisors LLC3,196$517K0.1%-4.7%0.003%
1/17/2025 Atomi Financial Group Inc.5,648$914K0.0%N/A0.005%
1/17/2025 Prosperity Planning Inc.57,084$9.23M3.0%-11.5%0.054%
1/17/2025 Clear Harbor Asset Management LLC21,484$3.48M0.3%+1.9%0.020%
1/16/2025 First United Bank & Trust26,600$4.30M1.6%+3.6%0.025%
1/16/2025 Lmcg Investments LLC88,048$14.24M0.9%+18.0%0.083%
1/16/2025 Aspiriant LLC3,672$594K0.0%-2.3%0.003%
1/16/2025 Culbertson A N & Co. Inc.12,791$2.07M0.3%+5.0%0.012%
1/16/2025 Pure Financial Advisors LLC31,481$5.09M0.1%+5.1%0.030%
1/16/2025 Harbor Investment Advisory LLC31,984$5.17M0.5%+2.5%0.030%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.6,941$1.12M0.2%+9.5%0.007%
Mode Mobile is poised for massive growth and looking to disrupt the $1T+ smartphone industry - Invest Today (Ad)

While other cell phone carriers are always looking for ways to squeeze every last penny out of their customers, my company pays users for the 40 hours a week they are using smartphone apps, listening to music, and watching videos online with their phones. And you can join us for just $0.26 per share. Plus, when you invest now, you can get up to 100% bonus shares!

Let’s change the future of mobile together.
1/16/2025 Zhang Financial LLC7,027$1.14M0.1%+1.8%0.007%
1/16/2025 MassMutual Private Wealth & Trust FSB59,414$9.61M0.3%+14.7%0.056%
1/16/2025 Maltin Wealth Management Inc.28,797$4.66M2.3%+7.7%0.027%
1/16/2025 UMB Bank n.a.38,209$6.18M0.1%+0.4%0.036%
1/16/2025 LPF Advisors LLC42,038$6.80M5.7%+4.1%0.039%
1/16/2025 Ironwood Financial llc4,066$658K0.1%+47.2%0.004%
1/16/2025 Scott Capital Advisors LLC59,437$9.55M2.7%+1.0%0.056%
1/16/2025 Diversify Advisory Services LLC3,975$633K0.0%+36.1%0.004%
1/16/2025 City Holding Co.5,877$951K0.1%+6.7%0.006%
1/16/2025 RoundAngle Advisors LLC21,744$3.52M3.4%N/A0.020%
1/16/2025 Grove Bank & Trust16,179$2.62M0.4%+29.8%0.015%
1/16/2025 Brady Martz Wealth Solutions LLC21,906$3.56M0.9%N/A0.021%
1/16/2025 Kennicott Capital Management LLC1,439$233K0.1%-10.0%0.001%
1/16/2025 My Legacy Advisors LLC8,228$1.35M0.5%+5.9%0.008%
1/15/2025 HF Advisory Group LLC3,659$592K0.3%+2.9%0.003%
1/15/2025 Orgel Wealth Management LLC695,908$112.58M2.9%+5.4%0.654%
1/15/2025 Taylor & Morgan Wealth Management LLC33,680$5.45M3.8%-8.9%0.032%
1/15/2025 Krilogy Financial LLC214,378$34.68M2.3%-0.7%0.201%
1/15/2025 Ameritas Advisory Services LLC13,934$2.25M0.1%+4.3%0.013%
1/15/2025 HB Wealth Management LLC35,567$5.75M0.1%+17.8%0.033%
1/15/2025 Trust Co. of Vermont10,958$1.77M0.1%+50.2%0.010%
1/15/2025 Cranbrook Wealth Management LLC41,753$6.75M1.6%-1.4%0.039%
1/15/2025 Merit Financial Group LLC64,229$10.39M0.2%+3.5%0.060%
1/15/2025 Grant GrossMendelsohn LLC2,819$456K0.2%+4.8%0.003%
1/15/2025 Chemistry Wealth Management LLC6,930$1.12M0.3%-0.9%0.007%
1/15/2025 Wealthcare Advisory Partners LLC19,722$3.19M0.1%-6.1%0.019%
1/15/2025 Tompkins Financial Corp200$32K0.0%N/A0.000%
1/15/2025 Yarger Wealth Strategies LLC3,619$585K0.3%-10.8%0.003%
1/15/2025 Total Wealth Planning LLC160,045$25.89M4.0%+0.6%0.150%
1/15/2025 KMG Fiduciary Partners LLC5,680$919K0.1%-4.4%0.005%
1/15/2025 Inspirion Wealth Advisors LLC284,139$45.96M6.4%+3.5%0.267%
1/14/2025 Rovin Capital UT ADV24,834$4.02M1.4%+4.0%0.023%
1/14/2025 Sagace Wealth Management LLC12,747$2.06M1.5%-17.8%0.012%
1/14/2025 Pinnacle Bancorp Inc.4,907$794K0.3%+5.1%0.005%
1/14/2025 Stephens Group Asset Management LLC982,757$158.98M13.2%+0.5%0.923%
1/14/2025 Armstrong Advisory Group Inc.796$129K0.0%-7.3%0.001%
1/14/2025 Rockingstone Advisors LLC4,520$731K0.3%-53.5%0.004%
1/14/2025 Presilium Private Wealth LLC99,533$16.10M3.7%+2.7%0.094%
1/14/2025 Christopher J. Hasenberg Inc147,191$23.81M9.6%N/A0.138%
1/14/2025 Apella Capital LLC1,305$211K0.0%N/A0.001%
1/14/2025 Founders Grove Wealth Partners LLC15,758$2.55M0.7%N/A0.015%
1/14/2025 Richard P Slaughter Associates Inc37,483$6.06M1.4%+5.2%0.035%
1/14/2025 Acropolis Investment Management LLC9,085$1.47M0.1%-2.7%0.009%
1/14/2025 Park Avenue Securities LLC61,983$10.03M0.1%+12.8%0.058%
1/14/2025 Safeguard Financial LLC13,297$2.15M0.5%-20.2%0.012%
1/14/2025 Lpwm LLC21,412$3.46M1.1%+1.2%0.020%
1/14/2025 Fiduciary Financial Group LLC2,953$470K0.1%-8.7%0.003%
1/14/2025 Sharper & Granite LLC37,766$6.11M2.7%+1.0%0.035%
1/14/2025 Professional Financial Advisors LLC2,960$479K0.1%+2.4%0.003%
1/13/2025 Horizon Bancorp Inc. IN2,873$465K0.2%+3.3%0.003%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

1/13/2025 Columbia Advisory Partners LLC42,363$6.85M6.4%-28.4%0.040%
1/13/2025 TPG Financial Advisors LLC3,784$612K0.3%-2.2%0.004%
1/13/2025 Marcum Wealth LLC4,699$760K0.1%+24.3%0.004%
1/13/2025 BCS Wealth Management2,830$458K0.1%N/A0.003%
1/13/2025 AdvisorNet Financial Inc7,574$1.23M0.1%-2.9%0.007%
1/13/2025 Noble Family Wealth LLC5,470$883K0.2%-16.8%0.005%
1/13/2025 Miracle Mile Advisors LLC16,657$2.70M0.1%-23.5%0.016%
1/13/2025 Kwmg LLC181,834$29.42M3.0%-1.3%0.171%
1/13/2025 Forza Wealth Management LLC31,407$5.08M2.3%+1.9%0.030%
1/13/2025 Accelerate Investment Advisors LLC1,703$276K0.2%N/A0.002%
(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, 1,021 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 868 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 23,486,863 shares in the last 24 months. This purchase volume represents approximately $3.31B in transactions.

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

Of the 652 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 ($340.24K).

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

Institutional investors have sold a total of 10,737,326 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.



This page (NYSEARCA:VOE) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners