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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$172.74 -1.17 (-0.67%)
As of 03:54 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)
767
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
527
Total
Institutional Outflows
(last 12 months)
$665.52M
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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
8/19/2025 B. Riley Wealth Advisors Inc.25,546$4.20M0.2%N/A0.024%
8/19/2025 Advisory Services Network LLC22,528$3.77M0.1%+7.1%0.021%
8/18/2025 Tactive Advisors LLC4,426$728K0.2%N/A0.004%
8/18/2025 N.E.W. Advisory Services LLC544$89K0.0%-18.8%0.001%
8/18/2025 Geneos Wealth Management Inc.64,995$10.69M0.3%-2.2%0.060%
8/16/2025 Evergreen Capital Management LLC3,450$570K0.0%-4.8%0.003%
8/15/2025 Strategic Investment Advisors MI87,980$14.50M1.4%+9.0%0.081%
8/15/2025 Tower Research Capital LLC TRC 258$42K0.0%N/A0.000%
8/15/2025 Nikulski Financial Inc.3,510$577K0.2%+71.4%0.003%
8/15/2025 Corient Private Wealth LLC30,822$5.07M0.0%+82.0%0.028%
8/15/2025 Equitable Holdings Inc.287,182$47.23M0.4%+6.0%0.265%
8/15/2025 Florida Financial Advisors LLC1,248$205K0.1%N/A0.001%
8/15/2025 Chapman Financial Group LLC1,177$194K0.2%N/A0.001%
8/15/2025 Captrust Financial Advisors120,148$19.76M0.0%-1.2%0.111%
8/15/2025 Cooksen Wealth LLC17,092$2.81M2.3%-4.1%0.016%
8/15/2025 Visionary Wealth Advisors55,402$9.11M0.5%+3.0%0.051%
8/15/2025 Two Sigma Securities LLC1,872$308K0.0%N/A0.002%
8/15/2025 Tidal Investments LLC7,851$1.29M0.0%N/A0.007%
8/15/2025 Smartleaf Asset Management LLC1,223$201K0.0%-71.9%0.001%
8/15/2025 Snowden Capital Advisors LLC8,727$1.44M0.0%-4.8%0.008%
8/15/2025 Orion Porfolio Solutions LLC8,801$1.45M0.0%-14.1%0.008%
8/15/2025 MML Investors Services LLC243,771$40.09M0.1%-0.6%0.225%
8/15/2025 Modern Wealth Management LLC6,638$1.09M0.0%+19.0%0.006%
8/15/2025 Houlihan Financial Resource Group Ltd.21,182$3.51M1.5%-2.0%0.020%
8/15/2025 IHT Wealth Management LLC4,943$813K0.0%-10.9%0.005%
8/15/2025 Great Valley Advisor Group Inc.23,616$3.88M0.1%-70.2%0.022%
8/15/2025 EP Wealth Advisors LLC1,674,933$275.46M1.8%+10.5%1.543%
8/15/2025 Curi Capital LLC3,322$549K0.0%+101.7%0.003%
8/15/2025 Benjamin Edwards Inc.183,932$30.25M0.4%+2.4%0.169%
8/15/2025 BNP Paribas Financial Markets201,591$33.15M0.0%+22.2%0.186%
8/15/2025 Bishop & Co Investment Management LLC7,660$1.26M0.5%+48.8%0.007%
8/15/2025 Bank of America Corp DE3,057,139$502.78M0.0%-0.7%2.817%
8/15/2025 Ameriprise Financial Inc.984,816$161.84M0.0%+6.1%0.907%
8/14/2025 MGB Wealth Management LLC1,112$183K0.1%-38.1%0.001%
8/14/2025 Bragg Financial Advisors Inc169,666$27.90M1.0%+2.3%0.156%
8/14/2025 Ausdal Financial Partners Inc.3,494$575K0.0%+8.3%0.003%
8/14/2025 Raymond James Financial Inc.624,697$102.74M0.0%+3.0%0.576%
8/14/2025 Keystone Financial Services LLC25,254$4.15M3.2%+3.1%0.023%
8/14/2025 Betterment LLC4,133,464$679.79M1.4%-3.7%3.809%
8/14/2025 Quantinno Capital Management LP14,335$2.36M0.0%+29.8%0.013%
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8/14/2025 Diversify Advisory Services LLC2,852$483K0.0%-10.8%0.003%
8/14/2025 Peapack Gladstone Financial Corp98,109$16.14M0.2%-0.8%0.090%
8/14/2025 Wealth Preservation Advisors LLC13,627$2.24M1.4%+2.2%0.013%
8/14/2025 Glenview Trust co27,350$4.50M0.1%+8.3%0.025%
8/14/2025 FAS Wealth Partners Inc.33,349$5.49M0.4%-0.5%0.031%
8/14/2025 Becker Capital Management Inc.4,826$798K0.0%-80.8%0.004%
8/14/2025 NewEdge Advisors LLC182,825$30.07M0.2%+16.4%0.168%
8/14/2025 Qube Research & Technologies Ltd2,239$368K0.0%+51.4%0.002%
8/14/2025 Obsidian Personal Planning Solutions LLC1,359$224K0.1%N/A0.001%
8/14/2025 L2 Asset Management LLC5,099$839K0.1%N/A0.005%
8/14/2025 Ally Invest Advisors Inc.37,256$6.13M0.5%-0.2%0.034%
8/14/2025 Cary Street Partners Financial LLC182,387$30.00M0.8%+13.4%0.168%
8/14/2025 Cerity Partners LLC25,455$4.19M0.0%-4.3%0.023%
8/13/2025 Victory Financial Group LLC6,423$1.06M0.2%-6.1%0.006%
8/13/2025 Idaho Trust Co1,915$315K0.1%-10.9%0.002%
8/13/2025 Flow Traders U.S. LLC16,662$2.74M0.1%N/A0.015%
8/13/2025 SageView Advisory Group LLC10,203$1.73M0.1%-26.0%0.009%
8/13/2025 Cresset Asset Management LLC28,500$4.71M0.0%-1.0%0.026%
8/13/2025 Brown Advisory Inc.25,846$4.25M0.0%-4.3%0.024%
8/13/2025 Baird Financial Group Inc.106,977$17.59M0.0%+3.0%0.099%
8/13/2025 First Trust Advisors LP4,477$736K0.0%+20.8%0.004%
8/13/2025 Kennedy Capital Management LLC1,260$207K0.0%N/A0.001%
8/13/2025 FPC Investment Advisory Inc.1,182$200K0.1%N/A0.001%
8/13/2025 EverSource Wealth Advisors LLC25,830$4.25M0.2%-0.8%0.024%
8/13/2025 1832 Asset Management L.P.248,134$40.81M0.0%+5.9%0.229%
8/13/2025 CW Advisors LLC8,927$1.47M0.0%+15.3%0.008%
8/13/2025 Nicolet Bankshares Inc.11,357$1.87M0.3%+30.4%0.010%
8/13/2025 Beacon Pointe Advisors LLC148,832$24.48M0.3%+8.9%0.137%
8/13/2025 Grove Street Fiduciary LLC136,747$22.49M10.8%-1.8%0.126%
8/13/2025 Wellspring Financial Advisors LLC786,332$1.29M0.0%-0.1%0.725%
8/13/2025 M&T Bank Corp1,482$244K0.0%N/A0.001%
8/13/2025 Willis Johnson & Associates Inc.17,790$2.93M0.2%+29.8%0.016%
8/13/2025 Fisher Asset Management LLC2,087$343K0.0%N/A0.002%
8/13/2025 Sepio Capital LP67,945$11.17M0.8%-45.9%0.063%
8/13/2025 Prossimo Advisors LLC4,459$733K0.6%-21.2%0.004%
8/13/2025 Orleans Capital Management Corp LA1,742$286K0.2%N/A0.002%
8/13/2025 Trustmark Bank Trust Department5,515$907K0.1%-2.8%0.005%
8/13/2025 Lido Advisors LLC7,449$1.23M0.0%+1.5%0.007%
8/13/2025 Level Four Advisory Services LLC8,833$1.45M0.1%-2.3%0.008%
8/13/2025 Northwestern Mutual Wealth Management Co.1,013,188$166.63M0.1%+4.8%0.934%
8/13/2025 Johnson Financial Group Inc.35,560$5.88M0.3%+560.8%0.033%
8/13/2025 Stevens Capital Partners55,587$9.28M3.3%+13.5%0.051%
8/13/2025 Mayfair Advisory Group LLC1,229$206K0.1%N/A0.001%
8/13/2025 Elevation Point Wealth Partners LLC2,873$472K0.0%-2.6%0.003%
8/13/2025 Wambolt & Associates LLC12,465$2.08M0.7%-4.7%0.011%
8/13/2025 Echo45 Advisors LLC31,373$5.16M3.3%+1.3%0.029%
8/13/2025 Choreo LLC24,368$4.03M0.1%+5.3%0.022%
8/13/2025 Northwest & Ethical Investments L.P.4,500$740K0.0%N/A0.004%
8/13/2025 Russell Investments Group Ltd.4,261$701K0.0%+76.6%0.004%
8/12/2025 Richmond Investment Services LLC3,786$623K0.1%+89.5%0.003%
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8/12/2025 J.W. Cole Advisors Inc.28,643$4.71M0.1%+113.2%0.026%
8/12/2025 Manchester Capital Management LLC20,539$3.38M0.4%-60.7%0.019%
8/12/2025 Associated Banc Corp43,957$7.23M0.2%+32.2%0.041%
8/12/2025 Laurel Wealth Advisors LLC3,948$649K0.0%+16,350.0%0.004%
8/12/2025 Steward Partners Investment Advisory LLC15,787$2.60M0.0%-8.9%0.015%
8/12/2025 Insigneo Advisory Services LLC18,000$2.96M0.3%-1.0%0.017%
8/12/2025 CreativeOne Wealth LLC3,028$498K0.0%-19.3%0.003%
8/12/2025 Global Retirement Partners LLC10,702$1.76M0.0%N/A0.010%
8/12/2025 Shakespeare Wealth Management LLC170,565$28.05M7.5%+3.2%0.157%
8/12/2025 Cozad Asset Management Inc.6,939$1.14M0.1%+7.6%0.006%
(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, 1,152 institutional investors and hedge funds held shares of Vanguard Mid-Cap Value ETF. The most heavily invested institutionals were Assetmark Inc. ($701.41M), Betterment LLC ($679.79M), Morgan Stanley ($554.44M), Royal Bank of Canada ($523.81M), Bank of America Corp DE ($502.78M), 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 983 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: TIAA Trust National Association ($2.03M), Strategic Financial Concepts LLC ($1.81M), EP Wealth Advisors LLC ($1.67M), Assetmark Inc. ($1.00M), Wealthfront Advisers LLC ($764.06K), Charles Schwab Investment Management Inc. ($702.04K), and Raymond James Financial Inc. ($670.74K).

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

Institutional investors have bought a total of 12,018,545 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

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

Of the 527 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 ($547.21K), Envestnet Asset Management Inc. ($359.86K), World Investment Advisors ($221.60K), Pacific Life Fund Advisors LLC ($132.23K), Rockefeller Capital Management L.P. ($122.21K), Mesirow Financial Investment Management Inc. ($114.22K), and PNC Financial Services Group Inc. ($109.03K).

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

Institutional investors have sold a total of 4,072,538 shares in the last 24 months. This volume of shares sold represents approximately $665.52M in transactions.



This page (NYSEARCA:VOE) was last updated on 8/25/2025 by MarketBeat.com Staff
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