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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$164.84 -1.85 (-1.11%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$164.80 -0.04 (-0.02%)
As of 02/21/2025 05:19 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)
672
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
460
Total
Institutional Outflows
(last 12 months)
$535.39M
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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
2/21/2025Ascent Group LLC23,193$3.75M0.3%+0.7%0.022%
2/21/2025WNY Asset Management LLC4,210$681K0.1%-2.5%0.004%
2/20/2025 Forum Financial Management LP1,488$241K0.0%+6.3%0.001%
2/20/2025Michels Family Financial LLC11,467$1.86M1.7%N/A0.011%
2/20/2025Peak 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%
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%
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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%
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%
2/13/2025 Main Street Financial Solutions LLC7,437$1.20M0.1%-9.6%0.007%
2/13/2025 Twin Focus Capital Partners LLC36,675$5.93M0.9%+11.6%0.034%
2/13/2025 Finward Bancorp1,867$302K0.3%N/A0.002%
2/13/2025 Ally Invest Advisors Inc.33,672$5.45M0.5%+16.3%0.032%
2/13/2025 Regal Investment Advisors LLC40,561$6.56M0.5%+3.7%0.038%
2/13/2025 Rossby Financial LCC2,105$341K0.2%N/A0.002%
2/13/2025 Belpointe Asset Management LLC1,268$208K0.0%N/A0.001%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

2/13/2025 CreativeOne Wealth LLC5,479$886K0.0%+6.1%0.005%
2/13/2025 Mariner LLC457,960$74.08M0.1%+4.9%0.430%
2/13/2025 SageView Advisory Group LLC14,110$2.28M0.1%+1.1%0.013%
2/13/2025 O ROURKE & COMPANY Inc5,543$897K0.4%-3.2%0.005%
2/13/2025 TME Financial Inc.17,563$2.95M2.8%N/A0.017%
2/13/2025 Savvy Advisors Inc.2,745$444K0.1%N/A0.003%
2/13/2025 Synovus Financial Corp7,853$1.27M0.0%-49.5%0.007%
2/13/2025 Bragg Financial Advisors Inc165,573$26.79M1.1%-2.5%0.156%
2/13/2025 BTG Pactual Asset Management US LLC490$82K0.0%N/A0.000%
2/13/2025 Advisors Capital Management LLC1,629$264K0.0%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, 1,113 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 937 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 25,565,906 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

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

Of the 676 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 9,573,559 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 2/22/2025 by MarketBeat.com Staff
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