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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$155.67 -0.05 (-0.03%)
As of 04:10 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)
699
Total
Institutional Inflows
(last 12 months)
$1.78B
Number of
Institutional Sellers
(last 12 months)
483
Total
Institutional Outflows
(last 12 months)
$490.66M
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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
4/30/2025Christopher J. Hasenberg Inc82,604$13.27M5.5%-43.9%0.076%
4/30/2025Cerity Partners LLC26,589$4.27M0.0%+1.4%0.024%
4/30/2025Narus Financial Partners LLC4,015$644K0.2%-44.4%0.004%
4/30/2025Financial Gravity Asset Management Inc.191$31K0.0%N/A0.000%
4/30/2025Allworth Financial LP45,145$7.01M0.0%-0.8%0.042%
4/30/2025Index Fund Advisors Inc.11,520$1.85M0.1%-13.0%0.011%
4/30/2025Leavell Investment Management Inc.60,332$9.69M0.5%+0.5%0.056%
4/30/2025Bridges Investment Management Inc.2,263$363K0.0%+3.8%0.002%
4/30/2025Rehmann Capital Advisory Group3,765$604K0.0%+36.3%0.003%
4/30/2025Silverlake Wealth Management LLC2,913$468K0.2%+14.1%0.003%
4/30/2025Valeo Financial Advisors LLC2,151$345K0.0%N/A0.002%
4/30/2025Stratos Wealth Partners LTD.9,862$1.58M0.0%-2.6%0.009%
4/30/2025Stratos Wealth Advisors LLC15,361$2.47M0.1%+4.4%0.014%
4/30/2025Black Diamond Financial LLC24,267$3.90M0.6%-3.1%0.022%
4/30/2025Brown Advisory Inc.27,017$4.34M0.0%-17.6%0.025%
4/30/2025Sharper & Granite LLC40,796$6.55M2.7%+8.0%0.038%
4/30/2025Gibraltar Capital Management Inc.8,411$1.35M0.3%N/A0.008%
4/30/2025Planning Directions Inc.12,892$2.07M0.9%+37.4%0.012%
4/30/2025Synergy Investment Management LLC1,207$194K0.1%-10.2%0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC3,029$486K0.0%-10.8%0.003%
4/29/2025 Financial Counselors Inc.52,665$8.46M0.1%+8.5%0.049%
4/29/2025 Cooksen Wealth LLC17,828$2.78M2.8%+8.7%0.016%
4/29/2025 TD Private Client Wealth LLC3,903$627K0.0%-16.8%0.004%
4/29/2025 Envestnet Asset Management Inc.1,510,597$242.51M0.1%+6.2%1.392%
4/29/2025 Penserra Capital Management LLC99,790$16.02M0.3%N/A0.092%
4/29/2025 Ifrah Financial Services Inc.21,909$3.52M1.0%-3.3%0.020%
4/29/2025 Cloud Capital Management LLC578$92K0.1%N/A0.001%
4/29/2025 McGlone Suttner Wealth Management Inc.2,595$417K0.1%N/A0.002%
4/29/2025 Compton Wealth Advisory Group LLC85,225$13.68M3.8%+0.5%0.079%
4/29/2025 Concurrent Investment Advisors LLC29,665$4.76M0.1%+13.0%0.027%
4/29/2025 Simmons Bank13,538$2.17M0.2%-2.7%0.012%
4/29/2025 HM Payson & Co.1,013$163K0.0%-62.9%0.001%
4/29/2025 Bank of New York Mellon Corp30,992$4.98M0.0%-10.8%0.029%
4/29/2025 World Investment Advisors128,660$20.66M0.5%+1,405.5%0.119%
4/29/2025 Wayfinding Financial LLC203$32K0.0%N/A0.000%
4/29/2025 Truist Financial Corp374,788$60.17M0.1%+0.7%0.345%
4/29/2025 Capital Investment Advisory Services LLC1,467$236K0.0%-50.0%0.001%
4/29/2025 Brookstone Capital Management13,724$2.20M0.0%-6.1%0.013%
4/29/2025 OneDigital Investment Advisors LLC16,120$2.59M0.0%+5.0%0.015%
4/29/2025 Avantax Planning Partners Inc.46,340$7.44M0.3%+9.5%0.043%
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4/29/2025 Calamos Wealth Management LLC4,141$665K0.0%+1.8%0.004%
4/29/2025 Goelzer Investment Management Inc.3,007$483K0.0%+13.3%0.003%
4/29/2025 Checchi Capital Advisers LLC16,958$2.72M0.1%-23.5%0.016%
4/28/2025 North Capital Inc.2,195$352K0.3%N/A0.002%
4/28/2025 D.A. Davidson & CO.53,668$8.62M0.1%+2.5%0.049%
4/28/2025 Mutual Advisors LLC26,315$4.07M0.1%-1.3%0.024%
4/28/2025 First Horizon Advisors Inc.37,277$5.98M0.2%-6.4%0.034%
4/28/2025 Revisor Wealth Management LLC1,624$261K0.1%N/A0.001%
4/28/2025 Strategic Financial Concepts LLC5,819$934K0.2%+2.6%0.005%
4/28/2025 Private Trust Co. NA2,269$364K0.0%-12.9%0.002%
4/28/2025 Mainstream Capital Management LLC10,238$1.64M1.3%-9.4%0.009%
4/28/2025 American Capital Advisory LLC300$48K0.0%N/A0.000%
4/28/2025 Aaron Wealth Advisors LLC5,059$812K0.1%-4.5%0.005%
4/28/2025 Whitegate Investment Counselors Inc.25,400$4.08M1.4%-1.0%0.023%
4/28/2025 NovaPoint Capital LLC27,256$4.38M1.3%-7.2%0.025%
4/28/2025 Rossby Financial LCC468$72K0.0%-77.8%0.000%
4/28/2025 DAVENPORT & Co LLC76,427$12.27M0.1%+4.8%0.070%
4/28/2025 Clear Creek Financial Management LLC9,463$1.52M0.2%+19.6%0.009%
4/28/2025 RoundAngle Advisors LLC27,560$4.42M4.1%+26.7%0.025%
4/28/2025 BLB&B Advisors LLC3,735$600K0.0%+4.9%0.003%
4/25/2025 JNBA Financial Advisors25,367$4.07M0.4%-3.2%0.023%
4/25/2025 Mather Group LLC.10,879$1.75M0.0%+3.8%0.010%
4/25/2025 Smallwood Wealth Investment Management LLC43,933$7.05M4.4%+3.0%0.040%
4/25/2025 Keystone Financial Services LLC24,483$3.93M3.3%+5.6%0.023%
4/25/2025 Koshinski Asset Management Inc.3,377$542K0.0%+4.3%0.003%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA44,904$7.21M2.6%+14.8%0.041%
4/25/2025 MidAtlantic Capital Management Inc.8,067$1.30M1.0%+39.3%0.007%
4/25/2025 MorganRosel Wealth Management LLC3,312$532K0.2%+8.2%0.003%
4/25/2025 Dougherty Wealth Advisers LLC77,875$12.50M9.2%+2.0%0.072%
4/25/2025 Valley National Advisers Inc.18,997$3.05M0.5%+3.5%0.018%
4/25/2025 Washington Trust Advisors Inc.14,945$2.40M0.2%-0.6%0.014%
4/25/2025 Buttonwood Financial Advisors Inc.6,628$1.06M0.5%+18.5%0.006%
4/25/2025 Sovran Advisors LLC1,771$268K0.0%-5.7%0.002%
4/24/2025 Golden State Wealth Management LLC2,059$331K0.0%-3.2%0.002%
4/24/2025 Allspring Global Investments Holdings LLC1,107$178K0.0%-61.3%0.001%
4/24/2025 Highland Capital Management LLC53,107$8.53M0.5%-3.5%0.049%
4/24/2025 Carolina Wealth Advisors LLC390$63K0.0%+1,014.3%0.000%
4/24/2025 Old North State Wealth Management LLC3,296$531K0.3%+19.3%0.003%
4/24/2025 Trust Co. of Vermont11,215$1.80M0.1%+2.3%0.010%
4/24/2025 Diversified Trust Co1,460$234K0.0%N/A0.001%
4/24/2025 Beacon Financial Advisory LLC3,036$487K0.1%+27.5%0.003%
4/24/2025 Falcon Wealth Planning147,114$23.62M2.6%-12.0%0.136%
4/24/2025 Holistic Planning LLC4,580$735K0.2%-3.0%0.004%
4/23/2025 KPP Advisory Services LLC42,243$6.78M1.3%+198.6%0.039%
4/23/2025 Western Wealth Management LLC2,187$351K0.0%+18.2%0.002%
4/23/2025 Creative Financial Designs Inc. ADV1,372$220K0.0%-17.7%0.001%
4/23/2025 Sequoia Financial Advisors LLC116,967$18.78M0.1%-32.0%0.108%
4/23/2025 Pure Financial Advisors LLC32,379$5.20M0.1%+2.9%0.030%
4/23/2025 SOL Capital Management CO31,658$5.08M0.6%-1.5%0.029%
4/23/2025 Perigon Wealth Management LLC27,318$4.39M0.1%+2.2%0.025%
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4/23/2025 Alpine Bank Wealth Management29,895$4.80M0.8%N/A0.028%
4/23/2025 HBK Sorce Advisory LLC17,856$2.87M0.1%+4.9%0.016%
4/23/2025 Pinnacle Bancorp Inc.5,115$821K0.3%+4.2%0.005%
4/23/2025 Golden State Wealth Management LLC4,118$661K0.0%+93.6%0.004%
4/23/2025 Spire Wealth Management29,185$4.69M0.1%-1.1%0.027%
4/23/2025 Strategic Investment Advisors MI80,703$12.96M1.4%+9.8%0.074%
4/23/2025 Horizon Bancorp Inc. IN4,279$687K0.4%+48.9%0.004%
4/23/2025 G2 Capital Management LLC OH3,181$511K0.2%-20.8%0.003%
4/23/2025 Ledyard National Bank104,876$16.84M1.7%-0.8%0.097%
4/23/2025 WoodTrust Financial Corp176,059$28.27M4.0%+2.4%0.162%
(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, 1,121 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 951 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 ($764.06K), and Assetmark Inc. ($708.14K).

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

Institutional investors have bought a total of 25,955,526 shares in the last 24 months. This purchase volume represents approximately $3.82B in transactions.

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

Of the 681 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 ($340.94K), 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 9,404,596 shares in the last 24 months. This volume of shares sold represents approximately $1.38B in transactions.


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This page (NYSEARCA:VOE) was last updated on 4/30/2025 by MarketBeat.com Staff
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