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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$174.45 -0.62 (-0.35%)
Closing price 04:10 PM Eastern
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$174.46 +0.01 (+0.00%)
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
768
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
527
Total
Institutional Outflows
(last 12 months)
$683.13M
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VOE Institutional Buying and Selling by Quarter

Vanguard Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Thurston Springer Miller Herd & Titak Inc.183$32K0.1%-66.6%0.000%
10/7/2025Stephens Group Asset Management LLC1,096,256$191.38M12.9%-7.9%0.999%
10/7/2025Friday Financial6,510$1.14M0.5%+5.2%0.006%
10/6/2025Orgel Wealth Management LLC819,795$143.12M3.3%+3.1%0.747%
10/6/2025Collective Family Office LLC26,422$4.61M1.1%+2.0%0.024%
10/6/2025HF Advisory Group LLC4,766$832K0.3%+14.3%0.004%
10/6/2025Inspirion Wealth Advisors LLC274,441$46.02M6.7%-4.4%0.250%
10/6/2025Grove Bank & Trust12,513$2.19M0.3%-36.9%0.011%
10/6/2025Baring Financial LLC35,034$6.12M4.2%+4.8%0.032%
9/26/2025Corient Private Wealth LLC14,778$2.43M0.0%-12.7%0.014%
9/22/2025Caldwell Trust Co1,493$246K0.0%N/A0.001%
9/12/2025Valeo Financial Advisors LLC1,225$201K0.0%-43.0%0.001%
9/9/2025Cambridge Financial Group LLC4,546$748K0.3%-14.5%0.004%
9/4/2025Osaic Holdings Inc.676,811$110.26M0.2%+115.8%0.624%
9/3/2025American Trust5,590$919K0.1%N/A0.005%
8/29/2025Evolution Wealth Management Inc.504$83K0.1%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC8,801$1.45M0.0%-14.1%0.008%
8/26/2025Zeit Capital LLC35,447$5.83M4.2%+0.6%0.033%
8/26/2025Thrivent Financial for Lutherans48,981$8.06M0.0%+109.7%0.045%
8/19/2025B. Riley Wealth Advisors Inc.25,546$4.20M0.2%N/A0.024%
8/19/2025Advisory Services Network LLC22,528$3.77M0.1%+7.1%0.021%
8/18/2025Tactive Advisors LLC4,426$728K0.2%N/A0.004%
8/18/2025N.E.W. Advisory Services LLC544$89K0.0%-18.8%0.001%
8/18/2025Geneos Wealth Management Inc.64,995$10.69M0.3%-2.2%0.060%
8/16/2025Evergreen Capital Management LLC3,450$570K0.0%-4.8%0.003%
8/15/2025Strategic Investment Advisors MI87,980$14.50M1.4%+9.0%0.081%
8/15/2025Tower Research Capital LLC TRC 258$42K0.0%N/A0.000%
8/15/2025Nikulski Financial Inc.3,510$577K0.2%+71.4%0.003%
8/15/2025Corient Private Wealth LLC30,822$5.07M0.0%+82.0%0.028%
8/15/2025Equitable Holdings Inc.287,182$47.23M0.4%+6.0%0.265%
8/15/2025Florida Financial Advisors LLC1,248$205K0.1%N/A0.001%
8/15/2025Chapman Financial Group LLC1,177$194K0.2%N/A0.001%
8/15/2025Captrust Financial Advisors120,148$19.76M0.0%-1.2%0.111%
8/15/2025Cooksen Wealth LLC17,092$2.81M2.3%-4.1%0.016%
8/15/2025Visionary Wealth Advisors55,402$9.11M0.5%+3.0%0.051%
8/15/2025Two Sigma Securities LLC1,872$308K0.0%N/A0.002%
8/15/2025Tidal Investments LLC7,851$1.29M0.0%N/A0.007%
8/15/2025Smartleaf Asset Management LLC1,223$201K0.0%-71.9%0.001%
8/15/2025Snowden Capital Advisors LLC8,727$1.44M0.0%-4.8%0.008%
8/15/2025Orion Porfolio Solutions LLC8,801$1.45M0.0%-14.1%0.008%
8/15/2025MML Investors Services LLC243,771$40.09M0.1%-0.6%0.225%
8/15/2025Modern Wealth Management LLC6,638$1.09M0.0%+19.0%0.006%
8/15/2025Houlihan Financial Resource Group Ltd.21,182$3.51M1.5%-2.0%0.020%
8/15/2025IHT Wealth Management LLC4,943$813K0.0%-10.9%0.005%
8/15/2025Great Valley Advisor Group Inc.23,616$3.88M0.1%-70.2%0.022%
8/15/2025EP Wealth Advisors LLC1,674,933$275.46M1.8%+10.5%1.543%
8/15/2025Curi Capital LLC3,322$549K0.0%+101.7%0.003%
8/15/2025Benjamin Edwards Inc.183,932$30.25M0.4%+2.4%0.169%
8/15/2025BNP Paribas Financial Markets201,591$33.15M0.0%+22.2%0.186%
8/15/2025Bishop & Co Investment Management LLC7,660$1.26M0.5%+48.8%0.007%
8/15/2025Bank of America Corp DE3,057,139$502.78M0.0%-0.7%2.817%
8/15/2025Ameriprise Financial Inc.984,816$161.84M0.0%+6.1%0.907%
8/14/2025MGB Wealth Management LLC1,112$183K0.1%-38.1%0.001%
8/14/2025Bragg Financial Advisors Inc169,666$27.90M1.0%+2.3%0.156%
8/14/2025Ausdal Financial Partners Inc.3,494$575K0.0%+8.3%0.003%
8/14/2025Raymond James Financial Inc.624,697$102.74M0.0%+3.0%0.576%
8/14/2025Keystone Financial Services LLC25,254$4.15M3.2%+3.1%0.023%
8/14/2025Betterment LLC4,133,464$679.79M1.4%-3.7%3.809%
8/14/2025Quantinno Capital Management LP14,335$2.36M0.0%+29.8%0.013%
8/14/2025Diversify Advisory Services LLC2,852$483K0.0%-10.8%0.003%
8/14/2025Peapack Gladstone Financial Corp98,109$16.14M0.2%-0.8%0.090%
8/14/2025Wealth Preservation Advisors LLC13,627$2.24M1.4%+2.2%0.013%
8/14/2025Glenview Trust co27,350$4.50M0.1%+8.3%0.025%
8/14/2025FAS Wealth Partners Inc.33,349$5.49M0.4%-0.5%0.031%
8/14/2025Becker Capital Management Inc.4,826$798K0.0%-80.8%0.004%
8/14/2025NewEdge Advisors LLC182,825$30.07M0.2%+16.4%0.168%
8/14/2025Qube Research & Technologies Ltd2,239$368K0.0%+51.4%0.002%
8/14/2025Obsidian Personal Planning Solutions LLC1,359$224K0.1%N/A0.001%
8/14/2025L2 Asset Management LLC5,099$839K0.1%N/A0.005%
8/14/2025Ally Invest Advisors Inc.37,256$6.13M0.5%-0.2%0.034%
8/14/2025Cary Street Partners Financial LLC182,387$30.00M0.8%+13.4%0.168%
8/14/2025Cerity Partners LLC25,455$4.19M0.0%-4.3%0.023%
8/13/2025Victory Financial Group LLC6,423$1.06M0.2%-6.1%0.006%
8/13/2025Idaho Trust Co1,915$315K0.1%-10.9%0.002%
8/13/2025Flow Traders U.S. LLC16,662$2.74M0.1%N/A0.015%
8/13/2025SageView Advisory Group LLC10,203$1.73M0.1%-26.0%0.009%
8/13/2025Cresset Asset Management LLC28,500$4.71M0.0%-1.0%0.026%
8/13/2025Brown Advisory Inc.25,846$4.25M0.0%-4.3%0.024%
8/13/2025Baird Financial Group Inc.106,977$17.59M0.0%+3.0%0.099%
8/13/2025First Trust Advisors LP4,477$736K0.0%+20.8%0.004%
8/13/2025Kennedy Capital Management LLC1,260$207K0.0%N/A0.001%
8/13/2025FPC Investment Advisory Inc.1,182$200K0.1%N/A0.001%
8/13/2025EverSource Wealth Advisors LLC25,830$4.25M0.2%-0.8%0.024%
8/13/20251832 Asset Management L.P.248,134$40.81M0.0%+5.9%0.229%
8/13/2025CW Advisors LLC8,927$1.47M0.0%+15.3%0.008%
8/13/2025Nicolet Bankshares Inc.11,357$1.87M0.3%+30.4%0.010%
8/13/2025Beacon Pointe Advisors LLC148,832$24.48M0.3%+8.9%0.137%
8/13/2025Grove Street Fiduciary LLC136,747$22.49M10.8%-1.8%0.126%
8/13/2025Wellspring Financial Advisors LLC786,332$1.29M0.0%-0.1%0.725%
8/13/2025M&T Bank Corp1,482$244K0.0%N/A0.001%
8/13/2025Willis Johnson & Associates Inc.17,790$2.93M0.2%+29.8%0.016%
8/13/2025Fisher Asset Management LLC2,087$343K0.0%N/A0.002%
8/13/2025Sepio Capital LP67,945$11.17M0.8%-45.9%0.063%
8/13/2025Prossimo Advisors LLC4,459$733K0.6%-21.2%0.004%
8/13/2025Orleans Capital Management Corp LA1,742$286K0.2%N/A0.002%
8/13/2025Trustmark Bank Trust Department5,515$907K0.1%-2.8%0.005%
8/13/2025Lido Advisors LLC7,449$1.23M0.0%+1.5%0.007%
8/13/2025Level Four Advisory Services LLC8,833$1.45M0.1%-2.3%0.008%
8/13/2025Northwestern Mutual Wealth Management Co.1,013,188$166.63M0.1%+4.8%0.934%
8/13/2025Johnson Financial Group Inc.35,560$5.88M0.3%+560.8%0.033%
(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 982 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 12,360,962 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

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

Of the 526 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 4,172,469 shares in the last 24 months. This volume of shares sold represents approximately $683.13M in transactions.


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This page (NYSEARCA:VOE) was last updated on 10/7/2025 by MarketBeat.com Staff
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