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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$204.78 +2.33 (+1.15%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
721
Total
Institutional Inflows
(last 12 months)
$2.21B
Number of
Institutional Sellers
(last 12 months)
501
Total
Institutional Outflows
(last 12 months)
$974.51M
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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
7/10/2026 Envision Financial LLC14,659$2.90M1.3%-14.5%0.013%
7/10/2026 Accel Wealth Management39,451$7.80M1.8%+7.3%0.034%
7/10/2026 Taylor & Morgan Wealth Management LLC30,349$6.00M3.0%-2.3%0.026%
7/10/2026 William Mack & Associates Inc.4,755$940K0.3%+30.4%0.004%
7/10/2026 Diversified Management Inc.144,951$28.64M6.1%-0.7%0.125%
7/10/2026 City Holding Co.7,056$1.39M0.2%+20.5%0.006%
7/10/2026 Prosperity Planning Inc.46,036$9.10M2.1%-1.5%0.040%
7/10/2026 Scott Capital Advisors LLC55,960$11.06M1.7%-2.0%0.048%
7/10/2026 FC Advisory LLC5,380$1.06M0.3%-3.8%0.005%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,835$363K0.0%-5.6%0.002%
7/10/2026 Wealthcare Advisory Partners LLC24,128$4.77M0.1%-11.4%0.021%
7/10/2026 Warner Financial Inc.7,427$1.47M0.4%+6.0%0.006%
7/9/2026 Revolve Wealth Partners LLC7,635$1.51M0.2%-0.8%0.007%
7/9/2026 Sapient Capital LLC2,386$471K0.0%+7.0%0.002%
7/9/2026 Atlas Brown Inc.4,155$821K0.2%-1.4%0.004%
7/9/2026 Focus Financial Network Inc.15,837$3.13M0.1%+1.6%0.014%
7/9/2026 GoalVest Advisory LLC863$171K0.0%-6.5%0.001%
7/9/2026 Tactive Advisors LLC2,972$587K0.1%+2.0%0.003%
7/9/2026 Everhart Financial Group Inc.319,994$63.23M4.0%+404.7%0.276%
7/9/2026 Sax Wealth Advisors LLC1,755$323K0.0%N/A0.002%
7/9/2026 Chemistry Wealth Management LLC6,939$1.37M0.2%-1.8%0.006%
7/9/2026 Valeo Financial Advisors LLC1,849$365K0.0%-7.3%0.002%
7/8/2026 Beaird Harris Wealth Management LLC3,235$639K0.0%-7.1%0.003%
7/8/2026 Gradient Investments LLC1,026$203K0.0%N/A0.001%
7/8/2026 Rockland Trust Co.1,048$207K0.0%N/A0.001%
7/8/2026 Baring Financial LLC18,513$3.66M2.0%-2.4%0.016%
7/8/2026 Beacon Financial Strategies CORP543$107K0.1%+110.5%0.000%
7/8/2026 Kwmg LLC214,735$42.43M3.1%+3.7%0.185%
7/8/2026 OFS Enterprise LLC1,079$213K0.1%N/A0.001%
7/8/2026 Cooper Financial Group1,351$267K0.0%+12.5%0.001%
7/8/2026 Meriwether Wealth & Planning LLC1,514$299K0.1%+7.8%0.001%
7/8/2026 Factor Wealth Management LTD1,699$336K0.1%-10.5%0.001%
7/8/2026 Praetorian Wealth Management Inc.105,965$20.89M3.6%+0.9%0.091%
7/8/2026 Elevation Wealth Partners LLC2,187$432K0.1%-11.3%0.002%
7/8/2026 Apella Capital LLC63,153$12.68M0.2%-7.3%0.054%
7/8/2026 Clark Asset Management LLC3,197$632K0.0%+2.5%0.003%
7/8/2026 Evanson Financial LLC2,595$513K0.0%N/A0.002%
7/7/2026 180 Wealth Advisors LLC13,392$2.65M0.3%-4.3%0.012%
7/7/2026 Integral Investment Advisors Inc.3,445$681K0.2%+3.9%0.003%
7/7/2026 Balefire LLC1,021$202K0.0%N/A0.001%
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7/7/2026 Inspirion Wealth Advisors LLC262,126$51.97M5.9%-1.3%0.226%
7/7/2026 Avior Wealth Management LLC335,783$66.33M1.7%-36.4%0.289%
7/7/2026 Harbor Investment Advisory LLC51,274$10.13M0.7%+3.4%0.044%
7/7/2026 Canandaigua National Bank & Trust Co.2,628$519K0.0%N/A0.002%
7/7/2026 Waller Financial Planning Group Inc.1,870$369K0.1%-15.7%0.002%
7/7/2026 Grove Bank & Trust13,216$2.61M0.3%+4.3%0.011%
7/7/2026 CoreCap Advisors LLC2,262$447K0.0%-2.9%0.002%
7/6/2026 Bangor Savings Bank29,722$5.87M0.4%-7.0%0.026%
7/6/2026 Private Client Services LLC3,271$646K0.2%-2.2%0.003%
7/6/2026 Trilogy Capital Inc.3,256$643K0.0%+108.1%0.003%
7/2/2026 Gladwyn Financial Advisors Inc.61,465$12.15M7.6%+4.0%0.053%
7/2/2026 MassMutual Private Wealth & Trust FSB45,295$8.95M0.2%-14.9%0.039%
7/2/2026 Diesslin Group Inc.155,553$30.74M11.9%+24.6%0.134%
7/2/2026 Collective Family Office LLC28,672$5.67M1.2%+2.9%0.025%
7/2/2026 Hilltop National Bank38,892$7.69M1.6%-1.2%0.034%
7/2/2026 CX Institutional24,848$4.91M0.1%+1.8%0.021%
6/23/2026MTM Financial Group LLC10,542$1.94M0.9%-2.9%0.009%
6/22/2026 Sapient Capital LLC2,230$411K0.0%+10.1%0.002%
6/22/2026 Vilga Financial Planning LLC1,449$267K0.2%N/A0.001%
6/10/2026FAS Wealth Partners Inc.32,405$5.97M0.4%-2.5%0.028%
6/3/2026Parallel Advisors LLC7,474$1.38M0.0%+3.1%0.006%
6/3/2026NewEdge Advisors LLC198,576$36.59M0.1%+0.9%0.172%
5/28/2026Cozad Asset Management Inc.6,308$1.16M0.1%-3.9%0.005%
5/27/2026Tenret Co LLC33,888$6.25M3.0%+5.2%0.029%
5/22/2026Wellington Grp LLC630$116K0.0%+392.2%0.001%
5/22/2026Verus Capital Partners LLC22,310$4.11M0.3%-12.2%0.019%
5/20/2026RMR Capital Management LLC12,798$2.36M1.7%+11.9%0.011%
5/20/2026 SOA Wealth Advisors LLC.80,372$14.81M1.6%+0.3%0.070%
5/19/2026NewEdge Advisors LLC97,297$18.76M0.4%-50.6%0.084%
5/19/2026Bank of America Corp DE3,045,401$561.21M0.0%-2.5%2.644%
5/19/2026Genesis Financial Group LLC8,600$1.59M1.0%+2.6%0.007%
5/19/2026Centaurus Financial Inc.4,214$777K0.0%+8.4%0.004%
5/19/2026Strategic Investment Advisors MI120,022$22.14M1.5%+24.0%0.104%
5/19/2026Arkadios Wealth Advisors14,454$2.66M0.0%+8.9%0.013%
5/19/2026Claris Financial LLC1,204$222K0.1%N/A0.001%
5/18/2026EverSource Wealth Advisors LLC34,881$6.43M0.2%+49.0%0.030%
5/18/2026Talon Private Wealth LLC13,183$2.43M0.3%N/A0.011%
5/18/2026Royal Bank of Canada2,421,695$446.27M0.1%-5.0%2.103%
5/18/2026Empowered Funds LLC7,719$1.42M0.0%-7.8%0.007%
5/16/2026Quantinno Capital Management LP36,982$6.82M0.0%+37.3%0.032%
5/15/2026Gateway Wealth Partners LLC19,896$3.67M0.1%N/A0.017%
5/15/2026Wealth Watch Advisors INC1,312$242K0.1%+219.2%0.001%
5/15/2026Everest Financial Group LLC2,876$530K0.1%+76.4%0.002%
5/15/2026Matrix Private Capital Group LLC750$138K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC529,934$97.66M0.7%-2.3%0.460%
5/15/2026Asset Management Group Inc.95,781$17.65M2.9%-0.5%0.083%
5/15/2026Wealth Alliance LLC12,167$2.24M0.2%-10.5%0.011%
5/15/2026Empirical Finance LLC13,181$2.43M0.1%N/A0.011%
5/15/2026St. Louis Trust Co5,835$1.08M0.1%-11.4%0.005%
5/14/2026Renaissance Technologies LLC15,900$2.93M0.0%+14.4%0.014%
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5/14/2026 GC Wealth Management RIA LLC17,116$3.15M0.1%-0.4%0.015%
5/14/2026Compound Planning Inc.3,464$638K0.0%+2.2%0.003%
5/14/2026Modern Wealth Management LLC3,075$568K0.0%+3.5%0.003%
5/14/2026Sei Investments Co.1,248$230K0.0%N/A0.001%
5/14/2026Lido Advisors LLC7,122$1.31M0.0%+1.1%0.006%
5/13/2026Cetera Investment Advisers424,294$78.19M0.1%+1.5%0.368%
5/13/2026Wealthspire Retirement LLC1,377$254K0.0%-24.4%0.001%
5/13/2026NewEdge Wealth LLC14,159$2.61M0.0%+20.5%0.012%
5/13/2026Goepper Burkhardt LLC26,051$4.80M1.6%-13.0%0.023%
5/13/2026 First Citizens Bank & Trust Co.2,286$421K0.0%+6.8%0.002%


VOE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,239 institutional investors and hedge funds held shares of Vanguard Mid-Cap Value ETF. The most heavily invested institutionals were Morgan Stanley ($842.61M), Assetmark Inc. ($798.56M), Betterment LLC ($696.11M), EP Wealth Advisors LLC ($692.82M), Bank of America Corp DE ($561.21M), Wells Fargo & Company MN ($479.68M), and Royal Bank of Canada ($446.27M).Learn more on Vanguard Mid-Cap Value ETF's institutional investors.

Of the 1,064 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: EP Wealth Advisors LLC ($4.93M), Strategic Financial Concepts LLC ($1.81M), Assetmark Inc. ($1.01M), Raymond James Financial Inc. ($836.86K), Wealthfront Advisers LLC ($766.73K), Vantagepoint Investment Advisers LLC ($623.34K), and Picton Mahoney Asset Management ($475.15K).

Institutional investors have bought a total of 12,554,531 shares in the last 24 months. This purchase volume represents approximately $2.21B in transactions.

Of the 501 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: Northwestern Mutual Wealth Management Co. ($991.89K), Betterment LLC ($367.31K), Envestnet Asset Management Inc. ($348.13K), Osaic Holdings Inc. ($296.62K), Royal Bank of Canada ($210.70K), Avior Wealth Management LLC ($192.44K), and Assetmark Inc. ($191.40K).

Institutional investors have sold a total of 5,552,381 shares in the last 24 months. This volume of shares sold represents approximately $974.51M in transactions.


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This page (NYSEARCA:VOE) was last updated on 7/26/2026 by MarketBeat.com Staff.
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