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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$160.40 -3.36 (-2.05%)
Closing price 04:10 PM Eastern
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$160.38 -0.02 (-0.01%)
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
725
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
504
Total
Institutional Outflows
(last 12 months)
$486.80M
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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
5/21/2025McAdam LLC295,373$47.42M2.9%-0.5%0.272%
5/21/2025 Geneos Wealth Management Inc.66,455$10.67M0.4%-0.8%0.061%
5/20/2025 Tenret Co LLC33,180$5.33M3.2%+4.1%0.031%
5/20/2025 Belpointe Asset Management LLC9,063$1.46M0.1%+614.7%0.008%
5/20/2025 Fortis Capital Advisors LLC9,063$1.46M0.3%N/A0.008%
5/20/2025 Focus Partners Wealth337,819$54.23M0.1%+6.3%0.311%
5/20/2025 Integrity Alliance LLC.24,842$3.99M0.2%N/A0.023%
5/20/2025 Glenview Trust co25,261$4.06M0.1%-18.3%0.023%
5/19/2025 Jane Street Group LLC1,503$241K0.0%N/A0.001%
5/19/2025 SageView Advisory Group LLC13,785$2.21M0.1%-2.3%0.013%
5/19/2025 Advisory Alpha LLC87,572$14.06M0.5%+27.7%0.081%
5/16/2025 Empowered Funds LLC6,502$1.04M0.0%-1.1%0.006%
5/16/2025 Ascent Group LLC24,194$3.88M0.2%+4.3%0.022%
5/16/2025 Arete Wealth Advisors LLC2,426$390K0.0%-39.7%0.002%
5/16/2025 Signature Estate & Investment Advisors LLC17,022$2.73M0.1%+23.5%0.016%
5/16/2025 Ashton Thomas Private Wealth LLC54,748$8.79M0.3%+2.3%0.050%
5/16/2025 Goldman Sachs Group Inc.24,313$3.90M0.0%+5.3%0.022%
5/16/2025 Jones Financial Companies Lllp2,459,081$415.57M0.4%+1.6%2.265%
5/16/2025 Talon Private Wealth LLC10,515$1.69M0.2%+2.5%0.010%
5/16/2025 Sepio Capital LP125,502$20.15M1.6%+4.1%0.116%
5/16/2025 Plancorp LLC2,520$405K0.0%-3.1%0.002%
5/16/2025 NewEdge Advisors LLC157,133$25.23M0.1%-1.6%0.145%
5/16/2025 Integrated Wealth Concepts LLC27,165$4.36M0.1%-17.3%0.025%
5/16/2025 Curi RMB Capital LLC1,647$264K0.0%+27.1%0.002%
5/16/2025 Beaird Harris Wealth Management LLC3,240$520K0.0%+4.8%0.003%
5/16/2025 AQR Capital Management LLC8,890$1.43M0.0%+13.8%0.008%
5/16/2025 1 North Wealth Services LLC1,081$174K0.1%N/A0.001%
5/15/2025 EP Wealth Advisors LLC1,515,445$243.29M1.9%+18.7%1.396%
5/15/2025 Focus Partners Advisor Solutions LLC36,426$5.85M0.1%+4.7%0.034%
5/15/2025 Royal Bank of Canada3,262,796$523.81M0.1%+2.1%3.005%
5/15/2025 Betterment LLC4,291,924$689.03M1.6%-4.8%3.953%
5/15/2025 MAI Capital Management57,298$9.20M0.1%-3.8%0.053%
5/15/2025 Calton & Associates Inc.1,978$318K0.1%N/A0.002%
5/15/2025 Connecticut Wealth Management LLC4,866$781K0.0%N/A0.004%
5/15/2025 Baird Financial Group Inc.103,895$16.68M0.0%+3.2%0.096%
5/15/2025 Tortoise Investment Management LLC455$73K0.0%-31.3%0.000%
5/14/2025 Wealth Preservation Advisors LLC13,335$2.14M1.5%N/A0.012%
5/14/2025 Paces Ferry Wealth Advisors LLC1,367$219K0.1%+6.8%0.001%
5/14/2025 Note Advisors LLC3,376$542K0.4%-20.9%0.003%
5/14/2025 CreativeOne Wealth LLC3,753$603K0.0%-31.5%0.003%
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5/14/2025 Bank of Hawaii15,411$2.47M0.1%-0.6%0.014%
5/14/2025 Comerica Bank50,633$8.13M0.0%-3.4%0.047%
5/14/2025 Synovus Financial Corp7,940$1.28M0.0%+1.1%0.007%
5/14/2025 AIMZ Investment Advisors LLC15,066$2.42M0.8%+6.1%0.014%
5/14/2025 Ally Invest Advisors Inc.37,323$5.99M0.5%+10.8%0.034%
5/14/2025 Smartleaf Asset Management LLC4,349$692K0.1%+383.8%0.004%
5/14/2025 Northwestern Mutual Wealth Management Co.967,146$155.27M0.1%+6.2%0.891%
5/14/2025 Lionshead Wealth Management LLC7,177$1.15M1.2%N/A0.007%
5/14/2025 Kestra Advisory Services LLC138,886$22.30M0.1%+2.8%0.128%
5/14/2025 MAS Advisors LLC1,934$310K0.5%-30.9%0.002%
5/14/2025 Wescott Financial Advisory Group LLC8,571$1.38M0.1%-1.0%0.008%
5/14/2025 1832 Asset Management L.P.234,343$37.62M0.0%+1.0%0.216%
5/14/2025 Ameriprise Financial Inc.928,390$149.08M0.0%+1.4%0.855%
5/14/2025 Bragg Financial Advisors Inc165,925$26.64M1.1%+0.2%0.153%
5/14/2025 Mosaic Financial Group LLC2,127$342K0.3%-10.5%0.002%
5/14/2025 CW Advisors LLC7,742$1.24M0.0%+131.2%0.007%
5/14/2025 Summit Financial LLC177,641$28.52M0.8%+0.4%0.164%
5/14/2025 Estate Counselors LLC9,315$1.50M0.2%-76.0%0.009%
5/14/2025 Accredited Wealth Management LLC179$29K0.0%-32.2%0.000%
5/14/2025 TFB Advisors LLC35,618$5.72M1.6%-1.5%0.033%
5/14/2025 Asset Management Group Inc.96,239$15.45M2.9%+0.4%0.089%
5/14/2025 Capital Analysts LLC422$68K0.0%+39.7%0.000%
5/14/2025 Legacy Financial Advisors Inc.1,495$240K0.0%N/A0.001%
5/14/2025 Hsbc Holdings PLC2,226$357K0.0%-20.0%0.002%
5/14/2025 Fuller & Thaler Asset Management Inc.1,664$267K0.0%-55.4%0.002%
5/14/2025 Petix & Botte Co29,252$4.70M1.2%-7.5%0.027%
5/14/2025 RWA Wealth Partners LLC5,696$914K0.0%-1.5%0.005%
5/13/2025 Northern Trust Corp56,062$9M0.0%-2.6%0.052%
5/13/2025 Aptus Capital Advisors LLC19,339$3.11M0.0%+1.1%0.018%
5/13/2025 Brooklyn Investment Group285$46K0.0%N/A0.000%
5/13/2025 Spreng Capital Management Inc.4,908$788K0.4%+3.6%0.005%
5/13/2025 LWM Advisors Inc.1,896$302K0.3%+28.8%0.002%
5/13/2025 RMR Capital Management LLC15,027$2.41M1.7%-3.0%0.014%
5/13/2025 Raymond James Financial Inc.606,727$97.40M0.0%-7.1%0.559%
5/13/2025 Cresset Asset Management LLC28,784$4.62M0.0%-4.8%0.027%
5/13/2025 Twin Focus Capital Partners LLC37,374$6M0.9%+1.9%0.034%
5/13/2025 Tocqueville Asset Management L.P.26,585$4.27M0.1%-4.9%0.024%
5/13/2025 Nations Financial Group Inc. IA ADV3,968$637K0.0%-4.5%0.004%
5/13/2025 EverSource Wealth Advisors LLC26,039$4.18M0.2%+2.1%0.024%
5/13/2025 Tacita Capital Inc23,011$3.69M2.7%-0.6%0.021%
5/13/2025 Horizon Investments LLC2,191$352K0.0%+13.3%0.002%
5/13/2025 Trivium Point Advisory LLC9,178$1.47M0.2%-4.0%0.008%
5/13/2025 Kovitz Investment Group Partners LLC4,633$744K0.0%+1.4%0.004%
5/13/2025 Evensky & Katz LLC90,354$14.51M1.0%-4.8%0.083%
5/13/2025 HighTower Advisors LLC282,016$45.28M0.1%+31.3%0.260%
5/12/2025 Mustard Seed Financial LLC22,656$3.64M2.9%+1.2%0.021%
5/12/2025 Kohmann Bosshard Financial Services LLC31,130$4.98M0.6%-20.0%0.029%
5/12/2025 Financial Engines Advisors L.L.C.11,812$1.90M0.0%-9.8%0.011%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,225$4.05M0.3%-2.8%0.023%
5/12/2025 Houlihan Financial Resource Group Ltd.21,612$3.47M1.6%-2.3%0.020%
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5/12/2025 Meridian Wealth Management LLC12,581$2.02M0.1%+9.7%0.012%
5/12/2025 Paulson Wealth Management Inc.2,746$441K0.1%-10.9%0.003%
5/12/2025 Cove Private Wealth LLC2,877$462K0.2%N/A0.003%
5/12/2025 First American Trust FSB24,845$3.99M0.4%+86.0%0.023%
5/12/2025 SouthState Corp358$57K0.0%+59.1%0.000%
5/12/2025 Aveo Capital Partners LLC1,896$299K0.0%-77.9%0.002%
5/12/2025 White Lighthouse Investment Management Inc.18,845$3.03M0.5%-2.0%0.017%
5/12/2025 Atlas Capital Advisors Inc.65,067$10.45M1.3%+4.3%0.060%
5/12/2025 Benjamin Edwards Inc.179,580$28.83M0.4%+14.0%0.165%
5/12/2025 Condor Capital Management190,023$30.51M2.8%-4.0%0.175%
(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, 1,137 institutional investors and hedge funds held shares of Vanguard Mid-Cap Value ETF. The most heavily invested institutionals were Betterment LLC ($689.03M), Assetmark Inc. ($658.70M), Morgan Stanley ($554.44M), Royal Bank of Canada ($523.81M), Bank of America Corp DE ($498.59M), Jones Financial Companies Lllp ($415.57M), and Wells Fargo & Company MN ($363.52M).Learn more on VOE's institutional investors.

Which institutional investors have been buying Vanguard Mid-Cap Value ETF stock?

Of the 971 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), EP Wealth Advisors LLC ($1.53M), Osaic Holdings Inc. ($1.46M), Assetmark Inc. ($842.28K), 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 25,685,890 shares in the last 24 months. This purchase volume represents approximately $3.81B in transactions.

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

Of the 694 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. ($485.23K), Betterment LLC ($388.75K), Thrivent Financial for Lutherans ($358.70K), Truist Financial Corp ($341.85K), Miracle Mile Advisors LLC ($340.94K), Envestnet Asset Management Inc. ($338.14K), and TIAA Trust National Association ($288.75K).

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

Institutional investors have sold a total of 9,183,201 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.



This page (NYSEARCA:VOE) was last updated on 5/21/2025 by MarketBeat.com Staff
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