Free Trial
→ Here's the last trade you should make before heading out for the weekend tomorrow. (From Timothy Sykes) (Ad) Free VOE Stock Alerts

Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$167.42 +0.42 (+0.25%)
As of 07/3/2025 05:00 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)
$1.89B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$488.35M
Get VOE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Mid-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VOE Institutional Buying and Selling by Quarter

Vanguard Mid-Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 Arvest Investments Inc.105,243$17.31M2.6%+0.5%0.097%
7/3/2025 Collective Family Office LLC25,908$4.26M1.1%+3.1%0.024%
7/3/2025 Fiduciary Financial Group LLC3,057$509K0.1%+3.6%0.003%
7/2/2025 Dentgroup LLC7,233$1.19M0.8%-2.9%0.007%
7/2/2025 Marotta Asset Management220,403$36.25M7.3%-7.0%0.203%
7/2/2025 Waller Financial Planning Group Inc.2,875$473K0.1%+4.4%0.003%
7/1/2025 Harbor Investment Advisory LLC31,949$5.25M0.4%-1.3%0.029%
6/27/2025Goldman Sachs Group Inc.24,313$3.90M0.0%+5.3%0.022%
6/17/2025Howe & Rusling Inc.4,829$775K0.1%+10.0%0.004%
6/2/2025Modern Wealth Management LLC5,579$896K0.0%+5.5%0.005%
5/28/2025Jones Financial Companies Lllp2,454,026$390.84M0.4%+1.4%2.260%
5/27/2025Advisors Capital Management LLC1,470$236K0.0%-9.8%0.001%
5/23/2025SWAN Capital LLC32,352$5.19M2.4%+25.3%0.030%
5/21/2025McAdam LLC295,373$47.42M2.9%-0.5%0.272%
5/21/2025Geneos Wealth Management Inc.66,455$10.67M0.4%-0.8%0.061%
5/20/2025Tenret Co LLC33,180$5.33M3.2%+4.1%0.031%
5/20/2025Belpointe Asset Management LLC9,063$1.46M0.1%+614.7%0.008%
5/20/2025Fortis Capital Advisors LLC9,063$1.46M0.3%N/A0.008%
5/20/2025Focus Partners Wealth337,819$54.23M0.1%+6.3%0.311%
5/20/2025Integrity Alliance LLC.24,842$3.99M0.2%N/A0.023%
5/20/2025Glenview Trust co25,261$4.06M0.1%-18.3%0.023%
5/19/2025Jane Street Group LLC1,503$241K0.0%N/A0.001%
5/19/2025SageView Advisory Group LLC13,785$2.21M0.1%-2.3%0.013%
5/19/2025Advisory Alpha LLC87,572$14.06M0.5%+27.7%0.081%
5/16/2025Empowered Funds LLC6,502$1.04M0.0%-1.1%0.006%
5/16/2025Ascent Group LLC24,194$3.88M0.2%+4.3%0.022%
5/16/2025Arete Wealth Advisors LLC2,426$390K0.0%-39.7%0.002%
5/16/2025Signature Estate & Investment Advisors LLC17,022$2.73M0.1%+23.5%0.016%
5/16/2025Ashton Thomas Private Wealth LLC54,748$8.79M0.3%+2.3%0.050%
5/16/2025Goldman Sachs Group Inc.24,313$3.90M0.0%+5.3%0.022%
5/16/2025Jones Financial Companies Lllp2,459,081$415.57M0.4%+1.6%2.265%
5/16/2025Talon Private Wealth LLC10,515$1.69M0.2%+2.5%0.010%
5/16/2025Sepio Capital LP125,502$20.15M1.6%+4.1%0.116%
5/16/2025Plancorp LLC2,520$405K0.0%-3.1%0.002%
5/16/2025NewEdge Advisors LLC157,133$25.23M0.1%-1.6%0.145%
5/16/2025Integrated Wealth Concepts LLC27,165$4.36M0.1%-17.3%0.025%
5/16/2025Curi RMB Capital LLC1,647$264K0.0%+27.1%0.002%
5/16/2025Beaird Harris Wealth Management LLC3,240$520K0.0%+4.8%0.003%
5/16/2025AQR Capital Management LLC8,890$1.43M0.0%+13.8%0.008%
5/16/20251 North Wealth Services LLC1,081$174K0.1%N/A0.001%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse... ...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier.

Click here to watch the full presentation before it's too late.
5/15/2025EP Wealth Advisors LLC1,515,445$243.29M1.9%+18.7%1.396%
5/15/2025Focus Partners Advisor Solutions LLC36,426$5.85M0.1%+4.7%0.034%
5/15/2025Royal Bank of Canada3,262,796$523.81M0.1%+2.1%3.005%
5/15/2025Betterment LLC4,291,924$689.03M1.6%-4.8%3.953%
5/15/2025MAI Capital Management57,298$9.20M0.1%-3.8%0.053%
5/15/2025Calton & Associates Inc.1,978$318K0.1%N/A0.002%
5/15/2025Connecticut Wealth Management LLC4,866$781K0.0%N/A0.004%
5/15/2025Baird Financial Group Inc.103,895$16.68M0.0%+3.2%0.096%
5/15/2025Tortoise Investment Management LLC455$73K0.0%-31.3%0.000%
5/14/2025Wealth Preservation Advisors LLC13,335$2.14M1.5%N/A0.012%
5/14/2025Paces Ferry Wealth Advisors LLC1,367$219K0.1%+6.8%0.001%
5/14/2025Note Advisors LLC3,376$542K0.4%-20.9%0.003%
5/14/2025CreativeOne Wealth LLC3,753$603K0.0%-31.5%0.003%
5/14/2025Bank of Hawaii15,411$2.47M0.1%-0.6%0.014%
5/14/2025Comerica Bank50,633$8.13M0.0%-3.4%0.047%
5/14/2025Synovus Financial Corp7,940$1.28M0.0%+1.1%0.007%
5/14/2025AIMZ Investment Advisors LLC15,066$2.42M0.8%+6.1%0.014%
5/14/2025Ally Invest Advisors Inc.37,323$5.99M0.5%+10.8%0.034%
5/14/2025Smartleaf Asset Management LLC4,349$692K0.1%+383.8%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.967,146$155.27M0.1%+6.2%0.891%
5/14/2025Lionshead Wealth Management LLC7,177$1.15M1.2%N/A0.007%
5/14/2025Kestra Advisory Services LLC138,886$22.30M0.1%+2.8%0.128%
5/14/2025MAS Advisors LLC1,934$310K0.5%-30.9%0.002%
5/14/2025Wescott Financial Advisory Group LLC8,571$1.38M0.1%-1.0%0.008%
5/14/20251832 Asset Management L.P.234,343$37.62M0.0%+1.0%0.216%
5/14/2025Ameriprise Financial Inc.928,390$149.08M0.0%+1.4%0.855%
5/14/2025Bragg Financial Advisors Inc165,925$26.64M1.1%+0.2%0.153%
5/14/2025Mosaic Financial Group LLC2,127$342K0.3%-10.5%0.002%
5/14/2025CW Advisors LLC7,742$1.24M0.0%+131.2%0.007%
5/14/2025Summit Financial LLC177,641$28.52M0.8%+0.4%0.164%
5/14/2025Estate Counselors LLC9,315$1.50M0.2%-76.0%0.009%
5/14/2025Accredited Wealth Management LLC179$29K0.0%-32.2%0.000%
5/14/2025TFB Advisors LLC35,618$5.72M1.6%-1.5%0.033%
5/14/2025Asset Management Group Inc.96,239$15.45M2.9%+0.4%0.089%
5/14/2025Capital Analysts LLC422$68K0.0%+39.7%0.000%
5/14/2025Legacy Financial Advisors Inc.1,495$240K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC2,226$357K0.0%-20.0%0.002%
5/14/2025Fuller & Thaler Asset Management Inc.1,664$267K0.0%-55.4%0.002%
5/14/2025Petix & Botte Co29,252$4.70M1.2%-7.5%0.027%
5/14/2025RWA Wealth Partners LLC5,696$914K0.0%-1.5%0.005%
5/13/2025Northern Trust Corp56,062$9M0.0%-2.6%0.052%
5/13/2025Aptus Capital Advisors LLC19,339$3.11M0.0%+1.1%0.018%
5/13/2025Brooklyn Investment Group285$46K0.0%N/A0.000%
5/13/2025Spreng Capital Management Inc.4,908$788K0.4%+3.6%0.005%
5/13/2025LWM Advisors Inc.1,896$302K0.3%+28.8%0.002%
5/13/2025RMR Capital Management LLC15,027$2.41M1.7%-3.0%0.014%
5/13/2025Raymond James Financial Inc.606,727$97.40M0.0%-7.1%0.559%
5/13/2025Cresset Asset Management LLC28,784$4.62M0.0%-4.8%0.027%
5/13/2025Twin Focus Capital Partners LLC37,374$6M0.9%+1.9%0.034%
5/13/2025Tocqueville Asset Management L.P.26,585$4.27M0.1%-4.9%0.024%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse... ...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier.

Click here to watch the full presentation before it's too late.
5/13/2025Nations Financial Group Inc. IA ADV3,968$637K0.0%-4.5%0.004%
5/13/2025EverSource Wealth Advisors LLC26,039$4.18M0.2%+2.1%0.024%
5/13/2025Tacita Capital Inc23,011$3.69M2.7%-0.6%0.021%
5/13/2025Horizon Investments LLC2,191$352K0.0%+13.3%0.002%
5/13/2025Trivium Point Advisory LLC9,178$1.47M0.2%-4.0%0.008%
5/13/2025Kovitz Investment Group Partners LLC4,633$744K0.0%+1.4%0.004%
5/13/2025Evensky & Katz LLC90,354$14.51M1.0%-4.8%0.083%
5/13/2025HighTower Advisors LLC282,016$45.28M0.1%+31.3%0.260%
5/12/2025Mustard Seed Financial LLC22,656$3.64M2.9%+1.2%0.021%
5/12/2025Kohmann Bosshard Financial Services LLC31,130$4.98M0.6%-20.0%0.029%
(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, 1,135 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 ($390.84M), and Wells Fargo & Company MN ($363.52M).Learn more on Vanguard Mid-Cap Value ETF's institutional investors.

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

Of the 968 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: Bishop & Co Investment Management LLC ($2.09M), TIAA Trust National Association ($2.03M), Strategic Financial Concepts LLC ($1.81M), EP Wealth Advisors LLC ($1.51M), 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 11,778,707 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

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

Of the 505 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: Betterment LLC ($388.75K), TIAA Trust National Association ($153.62K), Pacific Life Fund Advisors LLC ($132.23K), Mesirow Financial Investment Management Inc. ($114.22K), World Investment Advisors ($100.36K), Natixis Advisors LLC ($86.47K), and Rockefeller Capital Management L.P. ($69.91K).

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

Institutional investors have sold a total of 3,048,174 shares in the last 24 months. This volume of shares sold represents approximately $488.35M in transactions.


Related Companies

This page (NYSEARCA:VOE) was last updated on 7/7/2025 by MarketBeat.com Staff
From Our Partners
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored