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DOW   37,875.65 (+0.37%)
QQQ   431.32 (+0.06%)
AAPL   172.51 (-0.10%)
MSFT   414.91 (+0.31%)
META   499.47 (-0.15%)
GOOGL   154.56 (-0.19%)
AMZN   183.75 (+0.07%)
TSLA   157.62 (-2.39%)
NVDA   866.00 (+0.70%)
AMD   162.38 (+1.28%)
NIO   3.75 (-3.60%)
BABA   70.16 (-0.65%)
T   16.27 (+0.18%)
F   12.19 (-0.33%)
MU   120.00 (-1.13%)
GE   153.75 (+0.03%)
CGC   6.71 (-3.87%)
DIS   112.73 (-0.19%)
AMC   2.45 (-0.81%)
PFE   25.88 (-0.12%)
PYPL   62.86 (-1.02%)
XOM   118.90 (-0.65%)
S&P 500   5,056.99 (-0.10%)
DOW   37,875.65 (+0.37%)
QQQ   431.32 (+0.06%)
AAPL   172.51 (-0.10%)
MSFT   414.91 (+0.31%)
META   499.47 (-0.15%)
GOOGL   154.56 (-0.19%)
AMZN   183.75 (+0.07%)
TSLA   157.62 (-2.39%)
NVDA   866.00 (+0.70%)
AMD   162.38 (+1.28%)
NIO   3.75 (-3.60%)
BABA   70.16 (-0.65%)
T   16.27 (+0.18%)
F   12.19 (-0.33%)
MU   120.00 (-1.13%)
GE   153.75 (+0.03%)
CGC   6.71 (-3.87%)
DIS   112.73 (-0.19%)
AMC   2.45 (-0.81%)
PFE   25.88 (-0.12%)
PYPL   62.86 (-1.02%)
XOM   118.90 (-0.65%)
S&P 500   5,056.99 (-0.10%)
DOW   37,875.65 (+0.37%)
QQQ   431.32 (+0.06%)
AAPL   172.51 (-0.10%)
MSFT   414.91 (+0.31%)
META   499.47 (-0.15%)
GOOGL   154.56 (-0.19%)
AMZN   183.75 (+0.07%)
TSLA   157.62 (-2.39%)
NVDA   866.00 (+0.70%)
AMD   162.38 (+1.28%)
NIO   3.75 (-3.60%)
BABA   70.16 (-0.65%)
T   16.27 (+0.18%)
F   12.19 (-0.33%)
MU   120.00 (-1.13%)
GE   153.75 (+0.03%)
CGC   6.71 (-3.87%)
DIS   112.73 (-0.19%)
AMC   2.45 (-0.81%)
PFE   25.88 (-0.12%)
PYPL   62.86 (-1.02%)
XOM   118.90 (-0.65%)

Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

$147.95
-1.17 (-0.78%)
(As of 04/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
610
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
492
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
4/16/2024Maltin Wealth Management Inc.23,816$3.71M2.1%+15.8%0.022%
4/16/2024180 Wealth Advisors LLC14,480$2.26M0.4%-1.2%0.014%
4/16/2024OLIO Financial Planning67,047$9.76M4.2%-0.7%0.063%
4/16/2024Wealth Enhancement Advisory Services LLC216,248$33.72M0.1%+8.8%0.203%
4/16/2024ERn Financial LLC4,029$628K0.1%-3.2%0.004%
4/15/2024Signet Financial Management LLC22,250$3.47M0.5%-3.6%0.021%
4/15/2024Orgel Wealth Management LLC582,341$90.79M2.5%+46.7%0.547%
4/15/2024Wealthcare Advisory Partners LLC20,434$3.19M0.1%+10.9%0.019%
4/15/2024Revolve Wealth Partners LLC7,250$1.13M0.2%+3.4%0.007%
4/15/2024GoalVest Advisory LLC558$87K0.0%+4,192.3%0.001%
4/15/2024Brookstone Capital Management5,893$919K0.0%-89.1%0.006%
4/15/2024Sunbelt Securities Inc.271$42K0.0%+515.9%0.000%
4/15/2024Atlas Capital Advisors LLC85,851$13.39M2.1%+56.5%0.081%
4/15/2024Lpwm LLC21,597$3.27M1.2%+6.0%0.020%
4/15/2024Sound Income Strategies LLC251$39K0.0%+1,155.0%0.000%
4/15/2024Kwmg LLC181,488$28.30M3.1%+1.0%0.171%
4/15/2024Cooksen Wealth LLC17,828$2.78M2.9%+5.1%0.017%
4/15/2024Columbia Advisory Partners LLC63,430$9.89M10.0%-2.6%0.060%
4/13/2024 Inspirion Wealth Advisors LLC261,204$40.72M6.7%+2.4%0.223%
4/13/2024 Quad Cities Investment Group LLC2,626$409K0.2%-4.6%0.002%
4/13/2024 Retirement Planning Group LLC1,750$273K0.0%N/A0.001%
4/12/2024 Gilman Hill Asset Management LLC1,414$220K0.0%N/A0.001%
4/12/2024 Axiom Advisory LLC19,188$2.99M2.2%+7.5%0.016%
4/12/2024 Navalign LLC1,785$278K0.1%-95.6%0.002%
4/12/2024 Harbor Investment Advisory LLC30,908$4.82M0.5%-1.6%0.026%
4/12/2024 Global Assets Advisory LLC15,473$2.41M0.0%N/A0.013%
4/12/2024 Southland Equity Partners LLC3,480$543K0.2%+4.6%0.003%
4/12/2024 AdvisorNet Financial Inc8,087$1.26M0.1%-60.5%0.007%
4/11/2024 City Holding Co.5,575$869K0.1%-1.2%0.005%
4/11/2024 Compton Wealth Advisory Group LLC72,993$11.38M3.1%+7.8%0.062%
4/11/2024 Opal Wealth Advisors LLC823$128K0.0%N/A0.001%
4/11/2024 Salem Investment Counselors Inc.2,245$350K0.0%-5.4%0.002%
4/11/2024 Bangor Savings Bank43,229$6.74M0.7%+0.9%0.037%
4/11/2024 City State Bank1,790$279K0.1%-5.4%0.002%
4/11/2024 &PARTNERS4,011$625K0.1%N/A0.003%
4/11/2024 RFG Advisory LLC2,054$320K0.0%-48.9%0.002%
4/11/2024 Midwest Financial Group LLC25,434$3.97M2.7%+1.1%0.022%
4/10/2024 Park Avenue Securities LLC55,494$8.65M0.1%+9.6%0.047%
4/10/2024 SOA Wealth Advisors LLC.43,182$6.73M1.4%-1.5%0.037%
4/10/2024 Legacy Financial Group LLC4,885$762K0.2%N/A0.004%
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4/10/2024 Praetorian Wealth Management Inc.134,818$21.02M5.6%+1.9%0.115%
4/10/2024 Wedmont Private Capital19,144$2.95M0.2%-1.3%0.016%
4/10/2024 Founders Capital Management246$38K0.0%+434.8%0.000%
4/10/2024 Safeguard Financial LLC17,704$2.76M0.9%+6.4%0.015%
4/9/2024 Richard P Slaughter Associates Inc21,550$3.36M0.8%+22.9%0.018%
4/9/2024 Collective Family Office LLC13,828$2.16M0.7%+10.8%0.012%
4/9/2024 Massmutual Trust Co. FSB ADV49,293$7.69M0.2%-2.7%0.042%
4/8/2024 Evensky & Katz LLC100,413$15.66M1.1%-1.0%0.086%
4/8/2024 Atlas Brown Inc.11,122$1.73M0.6%-7.0%0.010%
4/5/2024 GAMMA Investing LLC295$46K0.0%+82.1%0.000%
4/3/2024 Dentgroup LLC7,664$1.20M1.0%-4.2%0.007%
4/2/2024 Waller Financial Planning Group Inc.3,070$479K0.1%-6.0%0.003%
4/2/2024 Marotta Asset Management240,991$37.57M7.8%-1.7%0.206%
3/22/2024Cooksen Wealth LLC16,966$2.46M2.8%N/A0.015%
3/15/2024B. Riley Wealth Advisors Inc.16,679$2.42M0.1%-1.6%0.014%
3/14/2024Leo Wealth LLC2,342$355K0.0%N/A0.002%
3/14/2024Yeomans Consulting Group Inc.1,556$226K0.1%N/A0.001%
3/12/2024Rovin Capital UT ADV23,087$3.35M1.5%-3.8%0.020%
3/11/2024Vanguard Group Inc.7,738$1.12M0.0%+69.5%0.007%
3/8/2024Trust Co. of Vermont7,000$1.02M0.1%-4.6%0.006%
3/8/2024ICA Group Wealth Management LLC360$52K0.0%N/A0.000%
3/6/2024SageView Advisory Group LLC4,697$678K0.0%+6.3%0.004%
3/6/2024Willner & Heller LLC7,013$1.02M1.1%N/A0.006%
3/5/2024Fisher Asset Management LLC1,383$201K0.0%N/A0.001%
3/5/2024Twin Focus Capital Partners LLC27,131$3.93M0.4%-25.5%0.023%
3/4/2024Richardson Financial Services Inc.3,157$458K0.4%N/A0.003%
3/1/2024ARK & TLK Investments LLC1,964$285K0.1%N/A0.002%
2/29/2024Tortoise Investment Management LLC577$84K0.0%+16.3%0.000%
2/28/2024EP Wealth Advisors LLC649,040$94.12M1.2%+16.4%0.555%
2/26/2024Centaurus Financial Inc.3,321$482K0.0%+2.9%0.003%
2/26/2024Integrated Advisors Network LLC8,848$1.28M0.1%-1.5%0.008%
2/23/2024Chicago Partners Investment Group LLC73,564$10.43M0.5%+2.9%0.063%
2/23/2024Beacon Financial Group2,460$357K0.0%N/A0.002%
2/21/2024WNY Asset Management LLC4,700$682K0.1%-75.2%0.004%
2/21/2024American Trust7,335$1.06M0.1%+17.2%0.006%
2/21/2024Novak & Powell Financial Services Inc.6,883$1M0.7%N/A0.006%
2/20/2024Able Wealth Management LLC338$49K0.0%N/A0.000%
2/20/2024Pacific Center for Financial Services1,777$258K0.1%-98.0%0.002%
2/16/2024SageView Advisory Group LLC4,697$678K0.0%+6.3%0.004%
2/16/2024Harbour Investments Inc.18,654$2.71M0.1%+12.2%0.016%
2/16/2024United Advisor Group LLC1,410$205K0.3%N/A0.001%
2/15/2024Mercer Global Advisors Inc. ADV120,049$17.41M0.1%-2.2%0.103%
2/15/2024Townsquare Capital LLC5,089$738K0.0%-2.7%0.004%
2/15/2024Virtue Capital Management LLC2,618$376K0.1%-5.9%0.002%
2/15/2024Ruggaard & Associates LLC40,312$5.85M3.1%+12.8%0.034%
2/15/2024Main Street Group LTD186$27K0.0%N/A0.000%
2/15/2024Moneta Group Investment Advisors LLC521,220$75.58M1.5%+9.3%0.446%
2/15/2024Atlas Capital Advisors LLC54,842$7.95M1.2%-11.9%0.047%
2/15/2024Vanguard Group Inc.2,612$379K0.0%-42.8%0.002%
2/15/2024Mill Creek Capital Advisors LLC2,932$425K0.0%-31.6%0.003%
REVEALED: Elon Musk’s Secret A.I. Facility? (Ad)

I recently shot this video outside what could be Elon Musk’s biggest secret. What’s happening inside these walls is so important that our government has declared it a matter of national security.

Click here to see the details because there’s a lot of money at stake.
2/15/2024Nwam LLC3,764$546K0.0%+108.6%0.003%
2/15/2024Financial Planning & Information Services Inc.47,614$6.91M1.1%-8.3%0.041%
2/15/2024Guardian Wealth Advisors LLC NC367$53K0.0%+278.4%0.000%
2/15/2024Buckingham Strategic Partners LLC3,209$465K0.0%-8.3%0.003%
2/15/2024Buckingham Strategic Wealth LLC6,831$991K0.0%-31.9%0.006%
2/15/2024Baird Financial Group Inc.113,656$16.48M0.0%-24.7%0.097%
2/15/2024Bragg Financial Advisors Inc165,315$23.97M1.1%+3.2%0.141%
2/15/2024Comerica Bank59,240$8.59M0.0%+2.9%0.051%
2/14/2024Royal Bank of Canada2,837,020$411.40M0.1%+6.6%2.427%
2/14/2024Continuum Advisory LLC7,615$1.11M0.2%+3.8%0.007%
(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, 1,028 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 ($411.40M), 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 911 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: Moneta Group Investment Advisors LLC ($350.09M), Bishop & Co Investment Management LLC ($2.09M), TIAA Trust National Association ($2.03M), Osaic Holdings Inc. ($1.46M), Royal Bank of Canada ($893.48K), EP Wealth Advisors LLC ($812.43K), and Bank of America Corp DE ($812.25K).

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

Institutional investors have bought a total of 380,053,445 shares in the last 24 months. This purchase volume represents approximately $51.44B in transactions.

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

Of the 652 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: Natixis Advisors L.P. ($1.18M), Truist Financial Corp ($662.14K), UBS Group AG ($636.85K), Facet Wealth Inc. ($611.84K), First Republic Investment Management Inc. ($531.91K), TIAA FSB ($457.74K), and Thrivent Financial for Lutherans ($370.59K).

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

Institutional investors have sold a total of 14,413,750 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


This page (NYSEARCA:VOE) was last updated on 4/16/2024 by MarketBeat.com Staff

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