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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$167.96 +0.52 (+0.31%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$167.86 -0.11 (-0.06%)
As of 08/8/2025 07:03 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)
746
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
515
Total
Institutional Outflows
(last 12 months)
$612.23M
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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
8/8/2025Rockefeller Capital Management L.P.479,638$78.88M0.2%-9.8%0.441%
8/8/2025Kingsview Wealth Management LLC13,567$2.23M0.0%+5.2%0.012%
8/8/2025Collaborative Wealth Managment Inc.3,672$604K0.3%-5.5%0.003%
8/8/2025Avantax Advisory Services Inc.35,634$5.86M0.0%+4.1%0.033%
8/8/2025ProVise Management Group LLC84,138$13.84M1.1%-0.5%0.077%
8/8/2025Keyvantage Wealth LLC3,932$647K0.3%-6.8%0.004%
8/8/2025Thoroughbred Financial Services LLC6,014$989K0.1%-15.3%0.006%
8/8/2025Cetera Investment Advisers290,447$47.77M0.1%+9.3%0.267%
8/8/2025Creative Planning451,331$74.23M0.1%+0.8%0.415%
8/8/2025WealthShield Partners LLC18,466$3.04M0.4%-5.9%0.017%
8/8/2025Condor Capital Management190,501$31.33M2.7%+0.3%0.175%
8/8/2025Truepoint Inc.3,981$655K0.0%-16.1%0.004%
8/8/2025Meridian Wealth Management LLC11,008$1.81M0.1%-12.5%0.010%
8/8/2025Foundations Investment Advisors LLC2,245$369K0.0%-86.0%0.002%
8/8/2025Wrapmanager Inc.4,726$777K0.2%+3.8%0.004%
8/8/2025Advisors Capital Management LLC2,768$455K0.0%+88.3%0.003%
8/8/2025King Wealth Management Group32,223$5.30M0.7%-2.1%0.030%
8/8/2025Petix & Botte Co27,903$4.59M1.1%-4.6%0.026%
8/8/2025PNC Financial Services Group Inc.1,463,683$240.72M0.2%-6.1%1.345%
8/8/2025Wealth Alliance LLC14,679$2.41M0.3%+7.3%0.013%
8/8/2025ERTS Wealth Advisors LLC90,963$14.96M5.2%-48.4%0.084%
8/7/2025 Verus Capital Partners LLC18,207$2.99M0.2%+5.8%0.017%
8/7/2025 Cascade Financial Partners LLC17,859$2.94M0.4%+2.6%0.016%
8/7/2025 CENTRAL TRUST Co16,145$2.66M0.1%-0.7%0.015%
8/7/2025 Nwam LLC7,485$1.26M0.1%+94.0%0.007%
8/7/2025 Ibex Wealth Advisors6,143$1.01M0.1%N/A0.006%
8/7/2025 Vise Technologies Inc.4,945$813K0.0%N/A0.005%
8/7/2025 Cahill Financial Advisors Inc.6,462$1.06M0.1%+6.1%0.006%
8/7/2025 Allworth Financial LP43,481$7.15M0.0%-3.7%0.040%
8/7/2025 Addison Advisors LLC212$35K0.0%+45.2%0.000%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC1,412$232K0.0%-25.3%0.001%
8/7/2025 Midwest Trust Co53,219$8.75M0.1%N/A0.049%
8/7/2025 FDx Advisors Inc.6,692$1.10M0.3%-3.2%0.006%
8/7/2025 Sound View Wealth Advisors Group LLC13,298$2.19M0.2%-9.0%0.012%
8/7/2025 Parkside Financial Bank & Trust3,151$518K0.1%-19.9%0.003%
8/7/2025 BHK Investment Advisors LLC140,887$23.17M9.1%+0.2%0.129%
8/6/2025 Prospera Financial Services Inc13,090$2.16M0.0%+11.5%0.012%
8/6/2025 AE Wealth Management LLC38,130$6.27M0.0%-1.2%0.035%
8/6/2025 Stokes Family Office LLC22,578$3.71M0.4%+13.9%0.021%
8/6/2025 Legacy Investment Solutions LLC281$46K0.0%N/A0.000%
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8/6/2025 Rovin Capital UT ADV24,502$4.03M1.2%-1.4%0.023%
8/6/2025 Grey Fox Wealth Advisors LLC1,768$292K0.1%-5.4%0.002%
8/6/2025 Bryn Mawr Trust Advisors LLC88,220$14.51M0.8%+21.7%0.081%
8/6/2025 Paulson Wealth Management Inc.2,496$410K0.1%-9.1%0.002%
8/6/2025 Maltin Wealth Management Inc.30,822$5.07M2.3%+3.8%0.028%
8/6/2025 Savant Capital LLC22,541$3.71M0.0%+8.0%0.021%
8/6/2025 Texas Yale Capital Corp.54,858$9.02M0.3%-0.2%0.050%
8/6/2025 Modera Wealth Management LLC84,223$13.85M0.2%-1.1%0.077%
8/6/2025 Soltis Investment Advisors LLC1,796$295K0.0%-3.2%0.002%
8/6/2025 Golden State Wealth Management LLC1,699$279K0.0%-17.5%0.002%
8/6/2025 Commonwealth Equity Services LLC459,593$75.59M0.1%-9.1%0.422%
8/6/2025 Strategic Financial Partners Ltd.4,304$708K0.3%-2.8%0.004%
8/6/2025 Atlantic Union Bankshares Corp10,027$1.65M0.0%-0.7%0.009%
8/6/2025 First Horizon Advisors Inc.44,412$7.30M0.2%+19.1%0.041%
8/6/2025 Csenge Advisory Group10,270$1.66M0.1%-4.2%0.009%
8/6/2025 SNS Financial Group LLC4,785$791K0.1%-17.3%0.004%
8/6/2025 Simmons Bank12,331$2.03M0.1%-8.9%0.011%
8/5/2025 Beckerman Institutional LLC2,388$393K0.3%-13.0%0.002%
8/5/2025 Ellevest Inc.16,000$2.63M0.4%-85.4%0.015%
8/5/2025 TME Financial Inc.2,801$461K0.4%-16.6%0.003%
8/5/2025 HFG Advisors Inc.32,129$5.28M4.2%-0.5%0.030%
8/5/2025 Simplex Trading LLC528$86K0.0%N/A0.000%
8/5/2025 Cassaday & Co Wealth Management LLC3,508$577K0.0%-2.6%0.003%
8/5/2025 Prosperity Consulting Group LLC14,797$2.43M0.2%-9.0%0.014%
8/5/2025 Huntington National Bank3,731$614K0.0%-7.2%0.003%
8/5/2025 Optivise Advisory Services LLC1,634$269K0.1%-4.6%0.002%
8/5/2025 Astra Wealth Partners LLC7,076$1.16M0.9%+6.7%0.007%
8/5/2025 Texas Bank & Trust Co2,118$348K0.1%+5.0%0.002%
8/5/2025 Bank of Montreal Can135,259$22.25M0.0%+4.5%0.124%
8/5/2025 MMA Asset Management LLC14,424$2.37M0.9%+254.4%0.013%
8/5/2025 Sigma Planning Corp18,061$2.97M0.1%-5.0%0.017%
8/5/2025 Mission Wealth Management LP2,536$417K0.0%+2.5%0.002%
8/5/2025 TIAA Trust National Association1,674,337$275.36M0.7%-2.1%1.539%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors22,319$3.67M0.3%-11.5%0.021%
8/5/2025 Elm Partners Management LLC2,758$454K0.0%+6.0%0.003%
8/5/2025 Strategic Financial Concepts LLC5,498$904K0.1%-5.5%0.005%
8/4/2025 Saxony Capital Management LLC1,280$211K0.2%N/A0.001%
8/4/2025 Integrity Alliance LLC.24,374$4.01M0.2%-1.9%0.022%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,583$754K0.1%-6.7%0.004%
8/4/2025 Kovack Advisors Inc.5,965$981K0.1%+3.5%0.005%
8/4/2025 IFG Advisory LLC1,862$306K0.0%+23.4%0.002%
8/4/2025 Mesirow Financial Investment Management Inc.144,648$23.79M0.5%+2.4%0.133%
8/4/2025 BLB&B Advisors LLC2,982$490K0.0%-20.2%0.003%
8/4/2025 UNIVEST FINANCIAL Corp12,066$1.98M0.1%+1.5%0.011%
8/4/2025 One Day In July LLC4,138$681K0.1%+2.0%0.004%
8/4/2025 Atria Investments Inc24,995$4.11M0.0%+7.5%0.023%
8/4/2025 Savvy Advisors Inc.5,562$915K0.1%+56.6%0.005%
8/4/2025 Assetmark Inc.4,264,948$701.41M1.7%+3.9%3.919%
8/4/2025 Keybank National Association OH2,889$475K0.0%-9.8%0.003%
8/4/2025 HBK Sorce Advisory LLC16,946$2.79M0.1%-5.1%0.016%
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8/4/2025 Spire Wealth Management29,338$4.83M0.2%+0.5%0.027%
8/4/2025 Arkadios Wealth Advisors4,266$702K0.0%+22.5%0.004%
8/4/2025 World Investment Advisors7,422$1.22M0.0%-94.2%0.007%
8/4/2025 WNY Asset Management LLC1,354$223K0.0%-67.6%0.001%
8/4/2025 Evergreen Wealth Management LLC7,834$1.29M0.7%-2.4%0.007%
8/4/2025 Quaker Wealth Management LLC1,502$247K0.1%-200.0%0.001%
8/1/2025 Winebrenner Capital Management LLC2,977$490K0.4%+4.1%0.003%
8/1/2025 Planning Directions Inc.8,016$1.32M0.7%-37.8%0.007%
8/1/2025 Zhang Financial LLC8,679$1.43M0.1%+14.6%0.008%
8/1/2025 Integral Investment Advisors Inc.2,075$341K0.1%+25.6%0.002%
(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, 1,145 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 ($689.03M), Morgan Stanley ($554.44M), Royal Bank of Canada ($523.81M), Bank of America Corp DE ($498.59M), 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 980 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: Bishop & Co Investment Management LLC ($2.09M), TIAA Trust National Association ($2.03M), Strategic Financial Concepts LLC ($1.81M), EP Wealth Advisors LLC ($1.51M), Osaic Holdings Inc. ($1.46M), Assetmark Inc. ($1.00M), and Wealthfront Advisers LLC ($764.06K).

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

Institutional investors have bought a total of 11,448,221 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

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

Of the 512 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 ($388.75K), 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 3,754,961 shares in the last 24 months. This volume of shares sold represents approximately $612.23M in transactions.



This page (NYSEARCA:VOE) was last updated on 8/9/2025 by MarketBeat.com Staff
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