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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$193.74 +0.97 (+0.50%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
776
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
552
Total
Institutional Outflows
(last 12 months)
$958.38M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Wealthfront Advisers LLC12,342$2.27M0.0%+9.9%0.011%
5/5/2026D.A. Davidson & CO.66,493$12.25M0.1%+10.4%0.058%
5/5/2026Beaumont Financial Advisors LLC2,214$408K0.0%-4.2%0.002%
5/5/2026Bank of New York Mellon Corp28,262$5.21M0.0%+4.5%0.025%
5/5/2026Collaborative Wealth Managment Inc.3,149$580K0.3%-51.7%0.003%
5/5/2026Geneos Wealth Management Inc.63,297$11.66M0.3%+0.3%0.055%
5/5/2026Signet Financial Management LLC15,558$2.87M0.3%-3.3%0.014%
5/5/2026Sanctuary 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%
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%
5/1/2026 Summit Financial Strategies Inc.6,623$1.22M0.1%+27.3%0.006%
5/1/2026 WealthShield Partners LLC16,770$3.09M0.3%-1.3%0.015%
5/1/2026 Simplicity Wealth LLC1,971$363K0.0%N/A0.002%
5/1/2026 Petix & Botte Co21,749$4.01M0.9%-2.3%0.019%
5/1/2026 Sequoia Financial Advisors LLC61,279$11.29M0.1%-3.0%0.053%
4/30/2026 Graetz Wealth LLC6,239$1.15M1.0%+209.2%0.005%
4/30/2026 Texas Bank & Trust Co3,671$676K0.3%-20.0%0.003%
4/30/2026 Sonata Capital Group Inc.2,245$414K0.2%-6.5%0.002%
4/30/2026 Hegarty Advisors LLC25,561$4.71M3.7%+57.9%0.022%
4/30/2026 Forza Wealth Management LLC32,337$5.96M2.1%+3.0%0.028%
4/30/2026 First Horizon Corp82,300$15.17M0.6%+14.0%0.071%
4/30/2026 Mosaic Family Wealth Partners LLC41,197$7.59M0.8%+0.2%0.036%
4/30/2026 Ibex Wealth Advisors5,729$1.06M0.1%N/A0.005%
4/30/2026 Kestra Advisory Services LLC164,240$30.27M0.1%+11.7%0.143%
4/30/2026 Cooksen Wealth LLC13,883$2.56M1.9%-7.1%0.012%
4/30/2026 Staley Capital Advisers Inc.10,170$1.87M0.1%-1.1%0.009%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA58,505$10.78M2.9%+6.7%0.051%
4/29/2026 Lmcg Investments LLC79,793$14.70M0.9%-3.0%0.069%
4/29/2026 Rockwood Wealth Management LLC1,121$207K0.0%N/A0.001%
4/29/2026 SilverOak Wealth Management LLC25,127$4.63M0.7%-7.5%0.022%
4/29/2026 Axxcess Wealth Management LLC54,616$10.07M0.3%+437.5%0.047%
4/29/2026 Marino Stram & Associates LLC8,482$1.56M0.3%+2.2%0.007%
4/29/2026 Sagace Wealth Management LLC15,037$2.77M1.9%-2.0%0.013%
4/29/2026 Advance Capital Management Inc.1,106$204K0.0%N/A0.001%
4/29/2026 Sage Rhino Capital LLC2,076$383K0.1%+4.8%0.002%
4/28/2026 Busey Bank3,574$659K0.0%-11.2%0.003%
4/28/2026 Whittier Trust Co.8,313$1.55M0.0%-31.9%0.007%
4/28/2026 Stephens Inc. AR129,093$23.79M0.3%+11.0%0.112%
4/28/2026 Berger Financial Group Inc1,236$228K0.0%N/A0.001%
4/28/2026 NBT Bank N A NY391$72K0.0%+24.5%0.000%
4/28/2026 Howe & Rusling Inc.11,686$2.15M0.1%+17.6%0.010%
4/28/2026 Integral Investment Advisors Inc.3,315$611K0.2%+23.9%0.003%
4/28/2026 Revisor Wealth Management LLC2,522$465K0.1%+17.2%0.002%
4/28/2026 Meramec Financial Planners LLC57,606$11.13M4.5%-4.8%0.050%
4/28/2026 QRG Capital Management Inc.2,171$400K0.0%-14.8%0.002%
4/27/2026 Oxbow Advisors LLC1,391$256K0.0%-33.6%0.001%
4/27/2026 Integrity Wealth Partners LLC1,168$215K0.2%N/A0.001%
4/27/2026 Mustard Seed Financial LLC24,508$4.52M2.7%+1.4%0.021%
4/27/2026 PFG Investments LLC3,938$726K0.0%+9.5%0.003%
4/27/2026 Baer Investment Advisory LLC9,869$1.82M0.2%N/A0.009%
4/27/2026 World Investment Advisors135,522$24.97M0.4%+0.6%0.118%
4/27/2026 Marotta Asset Management217,452$40.15M7.4%-2.9%0.189%
4/27/2026 Private Advisor Group LLC295,737$54.50M0.3%+0.4%0.257%
4/27/2026 Y Intercept Hong Kong Ltd5,380$991K0.0%+88.5%0.005%
4/27/2026 Elevation Point Wealth Partners LLC4,071$750K0.0%N/A0.004%
4/27/2026 Sound Income Strategies LLC15,393$2.84M0.1%+20.1%0.013%
4/25/2026 Eagle Bay Advisors LLC1,985$366K0.3%-7.6%0.002%
4/25/2026 Livet Wealth LLC1,683$310K0.2%-47.1%0.001%
4/25/2026 Keybank National Association OH2,994$552K0.0%+8.2%0.003%
4/25/2026 Stevens Capital Partners71,072$13.10M3.1%+7.5%0.062%
4/25/2026 rebel Financial LLC16,027$2.95M1.3%-3.5%0.014%
4/25/2026 KPP Advisory Services LLC21,194$3.91M0.6%-45.2%0.018%
4/24/2026 Essex Financial Services Inc.6,590$1.21M0.1%+10.7%0.006%
4/24/2026 Squire Investment Management Company LLC6,615$1.22M0.3%+6.0%0.006%
4/24/2026 Merited Wealth LLC3,349$617K0.5%-4.9%0.003%
4/24/2026 DeLarme Wealth Management Inc.6,614$1.22M0.8%+2.2%0.006%
4/24/2026 American Institute for Advanced Investment Management LLP6,807$1.25M0.8%+1.3%0.006%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.11,097$2.05M0.3%+5.0%0.010%
4/24/2026 Columbia Advisory Partners LLC8,502$1.57M1.0%-75.3%0.007%
4/24/2026 Harbor Investment Advisory LLC49,603$9.14M0.7%+16.2%0.043%
4/23/2026 Members Wealth LLC5,233$1.00M0.6%-5.9%0.005%
4/23/2026 Drucker Wealth 3.0 LLC29,665$5.47M1.0%-1.0%0.026%
4/23/2026 Simmons Bank11,211$2.07M0.1%-3.6%0.010%
4/23/2026 Financial Guidance Group Inc.12,415$2.29M0.9%-8.7%0.011%
4/23/2026 Next Level Private LLC4,024$741K0.2%-29.6%0.003%


VOE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOE shares?

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. ($802.56M), Betterment LLC ($696.11M), EP Wealth Advisors LLC ($692.82M), Bank of America Corp DE ($530.24M), Wells Fargo & Company MN ($479.68M), and Royal Bank of Canada ($452.15M).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 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 ($765.62K), Vantagepoint Investment Advisers LLC ($623.34K), and Picton Mahoney Asset Management ($475.15K).

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

Institutional investors have bought a total of 13,715,782 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

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

Of the 551 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 ($584.49K), Envestnet Asset Management Inc. ($348.13K), Osaic Holdings Inc. ($296.62K), Total Wealth Planning LLC ($163.50K), Empowered Funds LLC ($139.09K), and TIAA Trust National Association ($125.47K).

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

Institutional investors have sold a total of 5,577,679 shares in the last 24 months. This volume of shares sold represents approximately $958.38M in transactions.


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