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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$195.08 +0.71 (+0.37%)
As of 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)
750
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
531
Total
Institutional Outflows
(last 12 months)
$982.75M
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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
5/22/2026 Wellington Grp LLC630$116K0.0%+392.2%0.001%
5/22/2026 Verus Capital Partners LLC22,310$4.11M0.3%-12.2%0.019%
5/20/2026 RMR 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%
5/19/2026 NewEdge Advisors LLC97,297$18.76M0.4%-50.6%0.084%
5/19/2026 Bank of America Corp DE3,045,401$561.21M0.0%-2.5%2.644%
5/19/2026 Genesis Financial Group LLC8,600$1.59M1.0%+2.6%0.007%
5/19/2026 Centaurus Financial Inc.4,214$777K0.0%+8.4%0.004%
5/19/2026 Strategic Investment Advisors MI120,022$22.14M1.5%+24.0%0.104%
5/19/2026 Arkadios Wealth Advisors14,454$2.66M0.0%+8.9%0.013%
5/19/2026 Claris Financial LLC1,204$222K0.1%N/A0.001%
5/18/2026 EverSource Wealth Advisors LLC34,881$6.43M0.2%+49.0%0.030%
5/18/2026 Talon Private Wealth LLC13,183$2.43M0.3%N/A0.011%
5/18/2026 Royal Bank of Canada2,421,695$446.27M0.1%-5.0%2.103%
5/18/2026 Empowered Funds LLC7,719$1.42M0.0%-7.8%0.007%
5/16/2026 Quantinno Capital Management LP36,982$6.82M0.0%+37.3%0.032%
5/15/2026 Gateway Wealth Partners LLC19,896$3.67M0.1%N/A0.017%
5/15/2026 Wealth Watch Advisors INC1,312$242K0.1%+219.2%0.001%
5/15/2026 Everest Financial Group LLC2,876$530K0.1%+76.4%0.002%
5/15/2026 Matrix Private Capital Group LLC750$138K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC529,934$97.66M0.7%-2.3%0.460%
5/15/2026 Asset Management Group Inc.95,781$17.65M2.9%-0.5%0.083%
5/15/2026 Wealth Alliance LLC12,167$2.24M0.2%-10.5%0.011%
5/15/2026 Empirical Finance LLC13,181$2.43M0.1%N/A0.011%
5/15/2026 St. Louis Trust Co5,835$1.08M0.1%-11.4%0.005%
5/14/2026 Renaissance Technologies LLC15,900$2.93M0.0%+14.4%0.014%
5/14/2026 GC Wealth Management RIA LLC17,116$3.15M0.1%-0.4%0.015%
5/14/2026 Compound Planning Inc.3,464$638K0.0%+2.2%0.003%
5/14/2026 Modern Wealth Management LLC3,075$568K0.0%+3.5%0.003%
5/14/2026 Sei Investments Co.1,248$230K0.0%N/A0.001%
5/14/2026 Lido Advisors LLC7,122$1.31M0.0%+1.1%0.006%
5/13/2026 Cetera Investment Advisers424,294$78.19M0.1%+1.5%0.368%
5/13/2026 Wealthspire Retirement LLC1,377$254K0.0%-24.4%0.001%
5/13/2026 NewEdge Wealth LLC14,159$2.61M0.0%+20.5%0.012%
5/13/2026 Goepper 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%
5/13/2026 Alesco Advisors LLC An ESL Co47,041$8.67M0.2%-1.2%0.041%
5/13/2026 First Trust Advisors LP3,265$602K0.0%-15.3%0.003%
5/12/2026 Marin Bay Wealth Advisors LLC11,812$2.18M0.7%-1.5%0.010%
5/12/2026 Insight Advisors LLC PA9,785$1.80M0.3%-0.9%0.008%
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5/12/2026 Cadence Wealth Management LLC1,551$286K0.1%-14.0%0.001%
5/8/2026 PNC Financial Services Group Inc.1,461,159$269.26M0.2%-0.5%1.269%
5/8/2026 Glenview Trust Co29,454$5.43M0.1%-22.4%0.026%
5/8/2026 JMG Financial Group Ltd.58,960$10.87M0.3%-0.9%0.051%
5/8/2026 Ridgepath Capital Management LLC53,273$9.82M4.9%N/A0.046%
5/8/2026 Johnson Financial Group Inc.27,880$5.14M0.2%-9.4%0.024%
5/7/2026 Legacy Wealth Managment LLC ID2,280$420K0.2%+25.7%0.002%
5/7/2026 Florida Financial Advisors LLC1,484$273K0.1%N/A0.001%
5/7/2026 Basepoint Wealth LLC569$105K0.1%-35.0%0.000%
5/7/2026 Parallel Advisors LLC7,474$1.38M0.0%+3.1%0.006%
5/7/2026 Valley Wealth Managers Inc.13,924$2.57M0.2%-5.3%0.012%
5/7/2026 Spartan Wealth Advisory Services LLC48,666$8.97M0.8%N/A0.042%
5/6/2026 Sterling Financial Planning Inc.21,791$4.02M1.2%+5.0%0.019%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC3,443$634K0.1%+21.1%0.003%
5/6/2026 Zhang Financial LLC10,640$1.96M0.1%-12.9%0.009%
5/6/2026 Aire Advisors LLC127,800$23.55M4.3%+0.8%0.111%
5/6/2026 Cornerstone Planning Group LLC1,323$256K0.0%-25.2%0.001%
5/6/2026 Modera Wealth Management LLC77,201$14.23M0.2%-7.0%0.067%
5/6/2026 Assetmark Inc.4,333,382$798.56M1.6%-4.2%3.763%
5/6/2026 NovaPoint Capital LLC23,490$4.33M1.1%-0.8%0.020%
5/6/2026 Angeles Wealth Management LLC506$93K0.0%+91.7%0.000%
5/6/2026 Bessemer Group Inc.2,446$451K0.0%+13.9%0.002%
5/6/2026 Allspring Global Investments Holdings LLC1,189$220K0.0%-76.5%0.001%
5/6/2026 Independent Financial Group LLC8,866$1.63M0.0%N/A0.008%
5/6/2026 Prosperity Consulting Group LLC13,476$2.48M0.1%-3.6%0.012%
5/5/2026 Wealthfront Advisers LLC12,342$2.27M0.0%+9.9%0.011%
5/5/2026 D.A. Davidson & CO.66,493$12.25M0.1%+10.4%0.058%
5/5/2026 Beaumont Financial Advisors LLC2,214$408K0.0%-4.2%0.002%
5/5/2026 Bank of New York Mellon Corp28,262$5.21M0.0%+4.5%0.025%
5/5/2026 Collaborative Wealth Managment Inc.3,149$580K0.3%-51.7%0.003%
5/5/2026 Geneos Wealth Management Inc.63,297$11.66M0.3%+0.3%0.055%
5/5/2026 Signet Financial Management LLC15,558$2.87M0.3%-3.3%0.014%
5/5/2026 Sanctuary Advisors LLC79,198$14.60M0.1%-0.3%0.069%
5/5/2026 Sigma Planning Corp23,882$4.40M0.1%+26.9%0.021%
5/5/2026 Checchi Capital Advisers LLC13,039$2.40M0.1%-16.8%0.011%
5/5/2026 Nwam LLC8,296$1.53M0.1%-0.7%0.007%
5/5/2026 Avantax Planning Partners Inc.52,399$9.66M0.3%-1.7%0.045%
5/4/2026 Calamos Wealth Management LLC4,412$813K0.0%-2.3%0.004%
5/4/2026 Calamos Advisors LLC4,412$813K0.0%N/A0.004%
5/4/2026 AMG National Trust Bank13,675$2.52M0.1%+15.6%0.012%
5/4/2026 Retirement Planning Group LLC1,969$363K0.0%+10.6%0.002%
5/4/2026 Lutz Financial Services LLC89,711$16.53M1.1%+0.3%0.078%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management70,773$13.04M0.2%+1.1%0.061%
5/4/2026 Bryn Mawr Trust Advisors LLC108,479$19.99M1.0%+3.6%0.094%
5/4/2026 Bleakley Financial Group LLC58,424$10.77M0.2%+0.4%0.051%
5/4/2026 HBW Advisory Services LLC1,258$232K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC89,943$17.27M0.3%+3.3%0.078%
5/4/2026 Uptick Partners LLC4,279$789K0.2%-8.6%0.004%
5/4/2026 Brindle & Bay Financial Advisors LLC21,945$4.04M2.5%+85.6%0.019%
5/2/2026 Avion Wealth157,831$29.09M6.0%-3.1%0.137%
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5/2/2026 Anchor Investment Management LLC909$168K0.0%+9.0%0.001%
5/2/2026 Associated Banc Corp78,918$14.54M0.4%+14.0%0.069%
5/2/2026 Diversify Wealth Management LLC2,950$566K0.0%N/A0.003%
5/2/2026 UNIVEST FINANCIAL Corp16,374$3.02M0.2%+17.4%0.014%
5/1/2026 180 Wealth Advisors LLC13,999$2.58M0.3%-1.0%0.012%
5/1/2026 Capital Squared Financial LLC2,767$510K0.4%+10.1%0.002%
5/1/2026 Citizens Financial Group Inc. RI5,469$1.01M0.0%-2.3%0.005%
5/1/2026 Midwest Trust Co57,682$10.63M0.1%+0.6%0.050%
5/1/2026 Fifth Third Bancorp132,621$24.44M0.0%+62.8%0.115%
5/1/2026 American Trust6,499$1.20M0.1%+2.1%0.006%


VOE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,237 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 1,062 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 12,938,893 shares in the last 24 months. This purchase volume represents approximately $2.26B in transactions.

Of the 531 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), Assetmark Inc. ($191.40K), and Total Wealth Planning LLC ($163.50K).

Institutional investors have sold a total of 5,647,743 shares in the last 24 months. This volume of shares sold represents approximately $982.75M in transactions.


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This page (NYSEARCA:VOE) was last updated on 5/26/2026 by MarketBeat.com Staff.
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