Free Trial
→ 625,000% Gain (From Crypto Swap Profits) (Ad) Free VOE Stock Alerts

Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$165.29
-0.69 (-0.42%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
573
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
445
Total
Institutional Outflows
(last 12 months)
$651.00M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Houlihan Financial Resource Group Ltd.22,489$3.77M1.6%N/A0.021%
11/2/2024Mesirow Financial Investment Management Inc.255,535$42.84M0.8%+119.1%0.240%
11/1/2024Atria Investments Inc24,854$4.17M0.1%+30.2%0.023%
11/1/2024Essex Savings Bank2,693$452K0.1%N/A0.003%
11/1/2024Assetmark Inc.3,653,982$612.66M1.7%+4.0%3.433%
11/1/2024Verdence Capital Advisors LLC5,792$971K0.1%+11.2%0.005%
11/1/2024Rockbridge Investment Management LCC3,663$614K0.1%-14.6%0.003%
11/1/2024Townsend & Associates Inc1,885$317K0.0%+17.8%0.002%
11/1/2024Rovin Capital UT ADV23,876$4.00M1.5%+1.5%0.022%
11/1/2024Holistic Planning LLC4,686$786K0.3%-3.0%0.004%
11/1/2024CWA Asset Management Group LLC2,125$356K0.0%N/A0.002%
11/1/2024Beckerman Institutional LLC2,094$351K0.3%N/A0.002%
11/1/2024Leavell Investment Management Inc.61,174$10.26M0.5%-1.7%0.057%
11/1/2024 Aspire Wealth Management Corp4,224$708K0.4%-2.9%0.004%
11/1/2024 Heritage Wealth Management Inc.1,241$208K0.1%N/A0.001%
10/31/2024 TFB Advisors LLC33,913$5.69M1.7%+1.1%0.032%
10/31/2024 Mainstream Capital Management LLC11,304$1.90M1.6%N/A0.011%
10/31/2024 Kornitzer Capital Management Inc. KS1,662$279K0.0%+6.8%0.002%
10/31/2024 General American Investors Co. Inc.13,700$2.30M0.2%+24.5%0.013%
10/31/2024 Cozad Asset Management Inc.7,493$1.26M0.1%-11.7%0.007%
10/31/2024 WoodTrust Financial Corp166,452$27.91M4.0%+4.0%0.156%
10/31/2024 Forte Capital LLC ADV9,911$1.66M0.2%-13.2%0.009%
10/31/2024 LGT Financial Advisors LLC988$166K0.4%-48.4%0.001%
10/31/2024 JNBA Financial Advisors26,755$4.49M0.5%-8.9%0.025%
10/31/2024 Concurrent Investment Advisors LLC24,498$4.11M0.1%+11.4%0.023%
10/30/2024 RTD Financial Advisors Inc.52,454$8.80M1.1%-1.2%0.049%
10/30/2024 White Lighthouse Investment Management Inc.18,891$3.17M0.6%-2.9%0.018%
10/30/2024 Guidance Point Advisors LLC6,134$1.03M0.3%+1.1%0.006%
10/30/2024 1834 Investment Advisors Co.7,702$1.29M0.2%+20.8%0.007%
10/30/2024 Beacon Financial Advisory LLC2,395$402K0.1%-2.5%0.002%
10/30/2024 HF Advisory Group LLC3,556$596K0.3%+25.7%0.003%
10/30/2024 Crescent Grove Advisors LLC1,255$210K0.0%N/A0.001%
10/30/2024 Falcon Wealth Planning163,296$27.38M3.2%-19.4%0.153%
10/30/2024 NorthRock Partners LLC2,391$401K0.0%-11.2%0.002%
10/30/2024 Dougherty Wealth Advisers LLC71,261$11.95M9.5%+6.6%0.067%
10/30/2024 United Advisor Group LLC3,874$650K0.1%N/A0.004%
10/30/2024 Cary Street Partners Asset Management LLC94,081$15.78M2.1%+9.2%0.088%
10/30/2024 Moloney Securities Asset Management LLC1,874$314K0.0%+7.5%0.002%
10/30/2024 Garrison Asset Management LLC1,227$206K0.1%N/A0.001%
10/30/2024 QRG Capital Management Inc.3,181$533K0.0%+87.0%0.003%
Sell NVDA Now? (Ad)

Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's what that means for your money. Billionaire Wall Street investors are quietly offloading millions of shares. What do they know that you don't? It's arguably the most popular stock in the world. Now, one 50-year Wall Street legend says its day in the sun could finally be coming to an end. Last year, he warned of two stocks that went on to crash 60%.

Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
10/30/2024 Lutz Financial Services LLC73,353$12.30M1.0%-0.7%0.069%
10/29/2024 Old North State Wealth Management LLC2,271$382K0.2%+26.9%0.002%
10/29/2024 Forum Financial Management LP1,400$235K0.0%N/A0.001%
10/29/2024 Opes Wealth Management LLC49,257$8.26M1.6%-0.8%0.046%
10/29/2024 Lodestone Wealth Management LLC1,455$244K0.1%-44.4%0.001%
10/29/2024 Janney Montgomery Scott LLC84,279$14.13M0.0%+7.4%0.079%
10/29/2024 Prossimo Advisors LLC5,790$971K0.7%+3.2%0.005%
10/29/2024 Carmichael Hill & Associates Inc.4,471$750K0.3%-2.2%0.004%
10/29/2024 Pure Financial Advisors LLC29,965$5.02M0.1%-0.4%0.028%
10/29/2024 Clear Creek Financial Management LLC7,272$1.22M0.1%-6.0%0.007%
10/29/2024 Stevens Capital Partners36,084$6.05M2.9%+2.6%0.034%
10/29/2024 Lmcg Investments LLC74,645$12.52M0.8%+1.7%0.070%
10/29/2024 Cabana LLC1,871$314K1.7%-17.8%0.002%
10/29/2024 Key Financial Inc3,634$609K0.1%-2.0%0.003%
10/29/2024 Sage Financial Group Inc.108,148$18.13M1.5%-0.2%0.102%
10/29/2024 Chicago Partners Investment Group LLC81,881$13.77M0.5%+0.4%0.077%
10/29/2024 Farther Finance Advisors LLC6,093$1.02M0.0%+506.3%0.006%
10/28/2024 Strategic Financial Partners Ltd.4,886$819K0.4%+2.0%0.005%
10/28/2024 Murphy Pohlad Asset Management LLC1,296$217K0.1%N/A0.001%
10/28/2024 Gladstone Institutional Advisory LLC5,551$931K0.0%+7.7%0.005%
10/28/2024 Silver Coast Investments LLC1,335$224K0.1%N/A0.001%
10/28/2024 Sensible Financial Planning & Management LLC.1,372$230K0.0%N/A0.001%
10/28/2024 Focus Financial Network Inc.6,576$1.10M0.0%+58.2%0.006%
10/28/2024 Principal Securities Inc.23,547$3.95M0.1%+4.1%0.022%
10/28/2024 Stephens Inc. AR119,420$20.02M0.3%-3.4%0.112%
10/28/2024 O ROURKE & COMPANY Inc5,727$960K0.5%+2.5%0.005%
10/28/2024 US Bancorp DE405,888$68.07M0.1%-1.8%0.381%
10/28/2024 Pacific Life Fund Advisors LLC514,223$86.22M8.5%-1.6%0.483%
10/28/2024 HM Payson & Co.1,063$178K0.0%+1,764.9%0.001%
10/28/2024 Nikulski Financial Inc.2,173$364K0.1%-5.4%0.002%
10/25/2024 Financial Advocates Investment Management7,787$1.31M0.1%+5.0%0.007%
10/25/2024 Echo45 Advisors LLC28,222$4.73M3.1%+4.2%0.027%
10/25/2024 Evermay Wealth Management LLC1,292$217K0.0%-54.7%0.001%
10/25/2024 Pathway Financial Advisers LLC449$75K0.0%-14.3%0.000%
10/25/2024 Mutual Advisors LLC25,889$4.34M0.1%+1.9%0.024%
10/25/2024 Eagle Strategies LLC62,518$10.48M1.9%-5.0%0.059%
10/25/2024 PBMares Wealth Management LLC1,295$217K0.0%N/A0.001%
10/25/2024 MONECO Advisors LLC8,269$1.39M0.2%+1.5%0.008%
10/25/2024 Diversify Advisory Services LLC2,921$491K0.0%-3.1%0.003%
10/25/2024 Integrated Advisors Network LLC8,513$1.43M0.1%-3.6%0.008%
10/25/2024 SC&H Financial Advisors Inc.9,155$1.54M0.3%-1.4%0.009%
10/24/2024 Taylor & Morgan Wealth Management LLC36,988$6.20M4.2%-1.0%0.035%
10/24/2024 Patriot Financial Group Insurance Agency LLC1,317$221K0.0%N/A0.001%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,232$877K0.1%+5.7%0.005%
10/24/2024 Hibernia Wealth Partners LLC1,967$330K0.1%N/A0.002%
10/24/2024 IVC Wealth Advisors LLC19,596$3.29M1.8%-0.5%0.018%
10/24/2024 J.W. Cole Advisors Inc.13,895$2.33M0.1%+5.4%0.013%
10/24/2024 Valley National Advisers Inc.16,490$2.76M0.5%-33.3%0.015%
10/24/2024 Capital Advisors Ltd. LLC6,941$1.16M0.1%-1.4%0.007%
10/24/2024 Clear Harbor Asset Management LLC21,093$3.54M0.3%+3.9%0.020%
Crypto Crash Ahead? (27 Experts Weigh In) (Ad)

Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!

Click here to reserve your spot at the emergency crypto summit now.
10/24/2024 GHP Investment Advisors Inc.5,357$898K0.0%-3.0%0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC217,732$36.51M0.1%-7.7%0.205%
10/24/2024 Consolidated Portfolio Review Corp4,510$756K0.2%+2.1%0.004%
10/24/2024 PFG Investments LLC3,370$565K0.0%-40.5%0.003%
10/24/2024 Pathway Financial Advisers LLC449$75K0.0%-14.3%0.000%
10/24/2024 Cooksen Wealth LLC16,472$2.76M2.6%-9.1%0.015%
10/24/2024 Horizon Bancorp Inc. IN2,781$466K0.2%-2.3%0.003%
10/23/2024 BKM Wealth Management LLC7,104$1.19M0.5%+2.6%0.007%
10/23/2024 Allworth Financial LP43,901$7.36M0.0%-7.3%0.041%
10/23/2024 Mayfair Advisory Group LLC1,228$205K0.1%N/A0.001%
(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, 1,020 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 863 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), Strategic Financial Concepts LLC ($906.23K), EP Wealth Advisors LLC ($779.00K), Charles Schwab Investment Management Inc. ($702.04K), and Rockefeller Capital Management L.P. ($565.44K).

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

Institutional investors have bought a total of 23,698,821 shares in the last 24 months. This purchase volume represents approximately $3.29B in transactions.

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

Of the 653 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), UBS Group AG ($569.83K), First Republic Investment Management Inc. ($502.54K), Natixis Advisors L.P. ($494.35K), 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 11,580,056 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.


Related Companies

This page (NYSEARCA:VOE) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
How Will You Survive A Post Election Retirement Heist?
The clock is ticking, and your life savings are in an extremely vulnerable position. We are a few days away...
American Hartford Gold Group | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored