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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$199.23 +0.22 (+0.11%)
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)
751
Total
Institutional Inflows
(last 12 months)
$2.25B
Number of
Institutional Sellers
(last 12 months)
531
Total
Institutional Outflows
(last 12 months)
$982.93M
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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
6/10/2026 FAS Wealth Partners Inc.32,405$5.97M0.4%-2.5%0.028%
6/3/2026 Parallel Advisors LLC7,474$1.38M0.0%+3.1%0.006%
6/3/2026 NewEdge Advisors LLC198,576$36.59M0.1%+0.9%0.172%
5/28/2026 Cozad Asset Management Inc.6,308$1.16M0.1%-3.9%0.005%
5/27/2026 Tenret Co LLC33,888$6.25M3.0%+5.2%0.029%
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
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%
Why this tiny stock may move before the SpaceX IPO drops (Ad)

The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does. But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight.tc pixel

Get the ticker and full briefing before the June roadshow begins
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%


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 1,061 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 12,907,715 shares in the last 24 months. This purchase volume represents approximately $2.25B 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 5,648,680 shares in the last 24 months. This volume of shares sold represents approximately $982.93M in transactions.


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This page (NYSEARCA:VOE) was last updated on 6/15/2026 by MarketBeat.com Staff.
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