Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

$157.95

+2.24 (+1.44%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 560
Total Institutional Inflows (last 12 months): $1.88B

Number of Institutional Sellers (last 12 months): 459
Total Institutional Outflows (last 12 months): $853.97M

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VOE Institutional Buying and Selling by Quarter

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Vanguard Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Echo45 Advisors LLC	27,080	$4.07M	2.9%	-12.3%	0.025%
7/26/2024	Avion Wealth	114,739	$17.26M	4.8%	-0.2%	0.108%
7/26/2024	Breakwater Capital Group	2,075	$312K	0.1%	+11.7%	0.002%
7/26/2024	BLB&B Advisors LLC	3,195	$481K	0.0%	+2.3%	0.003%
7/26/2024	McClarren Financial Advisors Inc.	1,053	$158K	0.1%	-81.2%	0.001%
7/26/2024	Simmons Bank	15,056	$2.27M	0.2%	-4.5%	0.014%
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7/26/2024	WealthShield Partners LLC	17,624	$2.66M	0.4%	+16.9%	0.017%
7/26/2024	Checchi Capital Advisers LLC	16,724	$2.52M	0.1%	-24.0%	0.016%
7/26/2024	Harbour Investments Inc.	22,736	$3.42M	0.1%	+0.8%	0.021%
7/26/2024	Smallwood Wealth Investment Management LLC	42,222	$6.35M	4.9%	+1.4%	0.040%
7/26/2024	Cambridge Investment Research Advisors Inc.	125,636	$18.90M	0.1%	-8.1%	0.118%
7/26/2024	Evensky & Katz LLC	99,369	$14.95M	1.0%	-1.0%	0.093%
7/26/2024	Signature Estate & Investment Advisors LLC	13,768	$2.07M	0.1%	+71.5%	0.013%
7/26/2024	Callan Family Office LLC	7,289	$1.10M	0.2%	N/A	0.007%
7/26/2024	Alpha Omega Wealth Management LLC	43,175	$6.50M	1.2%	+1.9%	0.041%
7/26/2024	Verdence Capital Advisors LLC	5,207	$783K	0.1%	+129.5%	0.005%
7/26/2024	Bank of New York Mellon Corp	45,778	$6.89M	0.0%	+3.2%	0.043%
7/26/2024	Paulson Wealth Management Inc.	4,551	$685K	0.2%	-15.1%	0.004%
7/26/2024	Salomon & Ludwin LLC	835	$126K	0.0%	-33.7%	0.001%
7/25/2024	Raymond James Trust N.A.	5,948	$895K	0.0%	+48.0%	0.006%
7/25/2024	Highland Capital Management LLC	53,709	$8.08M	0.5%	-2.6%	0.050%
7/25/2024	Capital Advisors Ltd. LLC	7,039	$1.06M	0.1%	-4.5%	0.007%
7/25/2024	Lincoln National Corp	264,210	$39.75M	1.3%	-19.9%	0.248%
7/25/2024	AMG National Trust Bank	12,618	$1.90M	0.1%	+5.2%	0.012%
7/25/2024	Clear Creek Financial Management LLC	7,739	$1.16M	0.1%	+2.6%	0.007%
7/25/2024	SNS Financial Group LLC	8,341	$1.26M	0.1%	-17.3%	0.008%
7/25/2024	Sterling Investment Counsel LLC	2,200	$331K	0.1%	+36.4%	0.002%
7/25/2024	Cooksen Wealth LLC	18,125	$2.73M	2.8%	+1.7%	0.017%
7/25/2024	Financial Guidance Group Inc.	23,519	$3.54M	2.2%	-20.2%	0.022%
7/24/2024	McAdam LLC	294,561	$44.31M	2.7%	+11.0%	0.277%
7/24/2024	Grove Bank & Trust	14,774	$2.22M	0.4%	+8.1%	0.014%
7/24/2024	Strategic Financial Partners Ltd.	4,790	$721K	0.4%	-9.3%	0.005%
7/24/2024	Joseph P. Lucia & Associates LLC	3,498	$526K	0.3%	-8.0%	0.003%
7/24/2024	Horizon Bancorp Inc. IN	2,846	$428K	0.2%	-47.6%	0.003%
7/24/2024	Everhart Financial Group Inc.	21,486	$3.23M	0.8%	+2.1%	0.020%
7/24/2024	My Legacy Advisors LLC	7,346	$1.11M	0.4%	N/A	0.007%
7/24/2024	&PARTNERS	11,814	$1.78M	0.1%	+194.5%	0.011%
7/23/2024	Geneos Wealth Management Inc.	67,835	$10.20M	0.5%	+1.0%	0.064%
7/23/2024	SOL Capital Management CO	32,245	$4.85M	0.6%	-2.4%	0.030%
7/23/2024	Atlas Brown Inc.	6,138	$923K	0.3%	-44.8%	0.006%
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7/23/2024	Concourse Financial Group Securities Inc.	18,714	$2.83M	0.2%	+4.9%	0.018%
7/23/2024	Courier Capital LLC	3,606	$542K	0.0%	-11.3%	0.003%
7/23/2024	MeadowBrook Investment Advisors LLC	1,165	$175K	0.1%	+156.0%	0.001%
7/23/2024	Prossimo Advisors LLC	5,611	$844K	0.8%	N/A	0.005%
7/23/2024	Orgel Wealth Management LLC	635,511	$95.60M	2.6%	+9.1%	0.597%
7/22/2024	Iron Horse Wealth Management LLC	56,769	$8.54M	3.3%	+2.8%	0.053%
7/22/2024	Atria Wealth Solutions Inc.	35,110	$5.29M	0.1%	+2.4%	0.033%
7/22/2024	Brickley Wealth Management	47,184	$7.10M	1.6%	-0.2%	0.044%
7/22/2024	Fifth Third Bancorp	99,274	$14.93M	0.1%	+1.7%	0.093%
7/22/2024	RTD Financial Advisors Inc.	53,089	$7.99M	1.1%	-0.5%	0.050%
7/22/2024	Krilogy Financial LLC	236,927	$35.64M	2.6%	+1.7%	0.223%
7/22/2024	Dakota Wealth Management	46,142	$6.94M	0.2%	-10.7%	0.043%
7/20/2024	First Horizon Advisors Inc.	39,229	$5.90M	0.2%	-1.6%	0.037%
7/20/2024	Raymond James Financial Services Advisors Inc.	405,938	$61.07M	0.1%	-1.3%	0.381%
7/19/2024	Pacific Sun Financial Corp	9,795	$1.47M	0.9%	-4.5%	0.009%
7/19/2024	Western Wealth Management LLC	2,161	$325K	0.0%	-5.7%	0.002%
7/19/2024	Revolve Wealth Partners LLC	6,950	$1.05M	0.2%	-4.1%	0.007%
7/19/2024	Raymond James & Associates	135,527	$20.39M	0.0%	+5.6%	0.127%
7/19/2024	Hoylecohen LLC	1,850	$278K	0.0%	-29.9%	0.002%
7/19/2024	Oakworth Capital Inc.	7,878	$1.19M	0.1%	+12.0%	0.007%
7/19/2024	McGlone Suttner Wealth Management Inc.	2,014	$292K	0.1%	-3.4%	0.002%
7/19/2024	Well Done LLC	11,369	$1.71M	0.4%	-2.9%	0.011%
7/19/2024	Barnes Pettey Financial Advisors LLC	1,578	$237K	0.2%	N/A	0.001%
7/19/2024	ERTS Wealth Advisors LLC	169,493	$25.50M	5.1%	+1.1%	0.159%
7/18/2024	Foster Victor Wealth Advisors LLC	4,115	$650K	0.0%	+1.7%	0.004%
7/18/2024	Gradient Investments LLC	905	$136K	0.0%	-10.7%	0.001%
7/18/2024	Brookstone Capital Management	8,176	$1.29M	0.0%	+38.7%	0.008%
7/18/2024	Pure Financial Advisors LLC	30,079	$4.53M	0.1%	-1.5%	0.028%
7/18/2024	Marino Stram & Associates LLC	7,216	$1.09M	0.3%	-5.8%	0.007%
7/18/2024	Miracle Mile Advisors LLC	22,010	$3.31M	0.1%	-2.4%	0.021%
7/18/2024	O ROURKE & COMPANY Inc	5,587	$840K	0.5%	+6.5%	0.005%
7/18/2024	Valley National Advisers Inc.	24,713	$3.72M	0.6%	+7.8%	0.023%
7/18/2024	Fiduciary Financial Group LLC	3,806	$601K	0.1%	N/A	0.004%
7/17/2024	Rockingstone Advisors LLC	9,720	$1.46M	0.8%	-1.4%	0.009%
7/17/2024	Narus Financial Partners LLC	3,947	$594K	0.2%	-11.0%	0.004%
7/17/2024	Clear Harbor Asset Management LLC	20,293	$3.05M	0.3%	+3.3%	0.019%
7/17/2024	Atticus Wealth Management LLC	1,802	$271K	0.1%	-19.5%	0.002%
7/17/2024	Annapolis Financial Services LLC	77,841	$11.71M	3.8%	+6.6%	0.073%
7/17/2024	SOA Wealth Advisors LLC.	41,330	$6.22M	1.3%	-4.3%	0.039%
7/17/2024	Provident Wealth Management LLC	52,980	$7.97M	2.9%	+6.2%	0.050%
7/17/2024	Leavell Investment Management Inc.	62,237	$9.42M	0.5%	-2.7%	0.058%
7/17/2024	Midwest Financial Group LLC	26,008	$3.91M	2.5%	+2.3%	0.024%
7/17/2024	West Paces Advisors Inc.	200	$30K	0.0%	-50.0%	0.000%
7/17/2024	180 Wealth Advisors LLC	14,356	$2.20M	0.4%	-0.9%	0.013%
7/17/2024	Country Club Bank	5,318	$798K	0.1%	-51.6%	0.005%
7/17/2024	AdvisorNet Financial Inc	7,764	$1.17M	0.1%	-4.0%	0.007%
7/17/2024	Taylor & Morgan Wealth Management LLC	37,357	$5.62M	4.0%	-3.9%	0.035%
7/16/2024	Cornerstone Wealth Management LLC	7,697	$1.16M	0.1%	+3.2%	0.007%
7/16/2024	Envestnet Portfolio Solutions Inc.	7,314	$1.10M	0.0%	+3.8%	0.007%
7/16/2024	GPS Wealth Strategies Group LLC	426	$64K	0.0%	+130.3%	0.000%
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7/16/2024	Edmonds Duncan Registered Investment Advisors LLC	80,922	$12.17M	3.0%	-3.1%	0.076%
7/16/2024	IVC Wealth Advisors LLC	19,691	$2.96M	1.7%	+2.9%	0.018%
7/16/2024	Falcon Wealth Planning	202,575	$30.47M	4.0%	+2.8%	0.190%
7/16/2024	Great Valley Advisor Group Inc.	4,041	$607K	0.0%	+18.2%	0.004%
7/16/2024	Wealth Enhancement Advisory Services LLC	235,989	$35.50M	0.1%	+9.1%	0.222%
7/16/2024	Diversified Trust Co	1,411	$212K	0.0%	-64.3%	0.001%
7/16/2024	Traveka Wealth LLC	2,982	$449K	0.2%	-13.4%	0.003%
7/16/2024	Kennicott Capital Management LLC	1,599	$241K	0.1%	-16.5%	0.002%
7/16/2024	Noble Family Wealth LLC	8,880	$1.34M	0.4%	-17.7%	0.008%
7/16/2024	Wedmont Private Capital	18,398	$2.85M	0.2%	-3.9%	0.017%

(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, 992 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), Morgan Stanley ($554.44M), Bank of America Corp DE ($457.00M), Assetmark Inc. ($441.35M), 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 849 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), EP Wealth Advisors LLC ($777.68K), Charles Schwab Investment Management Inc. ($702.04K), Assetmark Inc. ($631.46K), 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 24,757,823 shares in the last 24 months. This purchase volume represents approximately $3.36B in transactions.

Which Vanguard Mid-Cap Value ETF major shareholders have been selling company stock?: Of the 644 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: Truist Financial Corp ($641.38K), Facet Wealth Inc. ($611.84K), UBS Group AG ($569.83K), First Republic Investment Management Inc. ($507.30K), Natixis Advisors L.P. ($494.35K), TIAA FSB ($457.74K), and Thrivent Financial for Lutherans ($350.09K).
How much institutional selling is happening at Vanguard Mid-Cap Value ETF?: Institutional investors have sold a total of 12,591,137 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.