Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

$150.08
-0.23 (-0.15%)
(As of 04:28 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
591
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
462
Total
Institutional Outflows
(last 12 months)
$890.29M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA36,886$5.75M2.4%+14.2%0.035%
4/26/2024Sage Rhino Capital LLC1,329$207K0.0%N/A0.001%
4/26/2024Clear Creek Financial Management LLC7,542$1.17M0.1%+3.4%0.007%
4/26/2024Chicago Partners Investment Group LLC79,450$11.93M0.5%+8.0%0.075%
4/26/2024 Mesirow Financial Investment Management Inc.111,618$17.40M0.4%N/A0.105%
4/26/2024MONECO Advisors LLC8,143$1.27M0.2%-5.0%0.008%
4/26/2024Verdence Capital Advisors LLC2,269$354K0.0%-14.1%0.002%
4/26/2024Robinson Smith Wealth Advisors LLC1,347$210K0.2%-20.4%0.001%
4/26/2024Checchi Capital Advisers LLC22,017$3.43M0.3%-67.5%0.021%
4/26/2024Tritonpoint Wealth LLC22,071$3.44M0.3%+14.3%0.021%
4/26/2024Bogart Wealth LLC1,848$288K0.0%-98.7%0.002%
4/25/2024Bishop & Co Investment Management LLC4,602$717K0.3%-57.2%0.004%
4/25/2024Q3 Asset Management7,199$1.12M0.3%N/A0.007%
4/25/2024Capital Investment Advisory Services LLC3,490$544K0.1%-2.1%0.003%
4/25/2024Center For Asset Management LLC13,286$2.07M1.7%+6.8%0.012%
4/25/2024Eudaimonia Partners LLC2,316$361K0.1%+48.0%0.002%
4/25/2024Eudaimonia Advisors LLC2,000$312K0.2%N/A0.002%
4/25/2024Smallwood Wealth Investment Management LLC41,641$6.49M5.0%+0.4%0.039%
4/25/2024 Summit Financial LLC200,480$31.26M1.9%+1.1%0.188%
4/25/2024 Cambridge Investment Research Advisors Inc.136,754$21.32M0.1%-24.2%0.128%
4/25/2024 Intergy Private Wealth LLC6,270$978K0.4%+2.4%0.006%
4/24/2024 Leavell Investment Management Inc.63,989$9.98M0.6%-6.0%0.060%
4/24/2024 Krilogy Financial LLC232,856$36.31M2.8%+1.1%0.219%
4/24/2024 Wolff Financial Management LLC10,389$1.62M0.5%+4.6%0.010%
4/24/2024 Pegasus Partners Ltd.2,695$420K0.0%-33.2%0.003%
4/24/2024 Tenret Co LLC30,022$4.68M3.3%+1.9%0.028%
4/24/2024 Dakota Wealth Management51,690$8.06M0.2%N/A0.049%
4/24/2024 SOL Capital Management CO33,037$5.15M0.6%+0.3%0.031%
4/24/2024 Simplicity Wealth LLC55,897$8.72M0.2%N/A0.053%
4/24/2024 NBT Bank N A NY4,110$641K0.0%-3.3%0.004%
4/24/2024 Spire Wealth Management31,055$4.84M0.2%-1.4%0.029%
4/24/2024 Buttonwood Financial Advisors Inc.2,688$419K0.2%+21.7%0.003%
4/24/2024 Gemmer Asset Management LLC1,393$217K0.0%N/A0.001%
4/24/2024 Financial Freedom LLC3,515$548K0.3%-12.1%0.003%
4/24/2024 Essex Financial Services Inc.4,709$734K0.1%-2.6%0.004%
4/24/2024 West Branch Capital LLC194$30K0.0%N/A0.000%
4/23/2024 Global Retirement Partners LLC12,228$1.91M0.1%-5.0%0.011%
4/23/2024 Sage Mountain Advisors LLC817$127K0.0%+12.5%0.001%
4/23/2024 Venturi Wealth Management LLC628$98K0.0%-19.6%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV8,107$1.26M0.1%-19.1%0.008%
Move Your Money Before May 22 (Ad)

The SIX WORDS That Could Destroy America... And The Value of Your Savings. He predicted the dangerous rise of inflation... the death of the 60/40 portfolio... and now, this 40-year market veteran and retirement expert is stepping forward with a new must-see warning for every American. It involves the world's most powerful investors, central bankers, and America's most bitter geopolitical rivals.

Here's where Dr. David Eifrig says to move your money immediately.
4/23/2024 Gradient Investments LLC1,014$158K0.0%-67.4%0.001%
4/23/2024 Fifth Third Bancorp97,573$15.21M0.1%+12.7%0.092%
4/23/2024 McAdam LLC265,293$41.36M2.7%+11.5%0.249%
4/23/2024 Warner Financial Inc.4,136$645K0.3%+16.2%0.004%
4/23/2024 Revisor Wealth Management LLC1,788$269K0.1%N/A0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.411,457$64.15M0.1%-4.4%0.387%
4/22/2024 Strategic Financial Concepts LLC5,767$899K0.2%N/A0.005%
4/22/2024 Cahaba Wealth Management Inc.1,312$205K0.0%N/A0.001%
4/22/2024 Rovin Capital UT ADV23,569$3.68M1.5%+2.1%0.022%
4/22/2024 Forza Wealth Management LLC30,948$4.83M2.5%-0.3%0.029%
4/22/2024 Pacific Life Fund Advisors LLC519,157$80.94M7.9%-12.4%0.488%
4/22/2024 HF Advisory Group LLC2,578$402K0.2%+4.3%0.002%
4/22/2024 PFG Investments LLC10,022$1.56M0.1%+99.4%0.009%
4/22/2024 Provident Wealth Management LLC49,875$7.78M2.9%+0.7%0.047%
4/22/2024 Oakworth Capital Inc.7,034$1.10M0.1%N/A0.007%
4/22/2024 Raymond James & Associates128,385$20.02M0.0%-49.0%0.121%
4/22/2024Ashton Thomas Private Wealth LLC51,277$8.00M0.5%+2.1%0.048%
4/19/2024 FORVIS Wealth Advisors LLC3,248$506K0.0%+86.9%0.003%
4/19/2024 Willis Johnson & Associates Inc.12,251$1.91M0.2%-2.5%0.012%
4/19/2024 RTD Financial Advisors Inc.53,344$8.32M1.1%-0.8%0.050%
4/19/2024 ZRC Wealth Management LLC3,451$538K0.3%-38.2%0.003%
4/19/2024 Accel Wealth Management29,437$4.59M1.9%+3.9%0.028%
4/19/2024 Cornerstone Wealth Management LLC7,458$1.16M0.1%-3.8%0.007%
4/19/2024 Kovack Advisors Inc.5,038$785K0.1%+5.8%0.005%
4/19/2024 Arvest Investments Inc.114,797$17.90M2.8%-2.7%0.108%
4/19/2024 Valley National Advisers Inc.22,929$3.57M0.5%+8.8%0.022%
4/19/2024 IVC Wealth Advisors LLC19,133$2.98M1.7%+7.9%0.018%
4/18/2024 Total Wealth Planning LLC152,368$23.76M4.1%+1.0%0.143%
4/18/2024 Silverlake Wealth Management LLC3,110$485K0.2%+2.9%0.003%
4/18/2024 SeaCrest Wealth Management LLC4,753$741K0.1%+2.7%0.004%
4/18/2024 Woodmont Investment Counsel LLC486$76K0.0%-66.5%0.000%
4/18/2024 Synergy Asset Management LLC3,539$552K0.1%-2.0%0.003%
4/18/2024 Narus Financial Partners LLC4,436$692K0.3%-5.8%0.004%
4/18/2024 Panoramic Investment Advisors LLC1,330$207K0.2%N/A0.001%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC83,528$13.02M3.2%+0.8%0.078%
4/18/2024 Allspring Global Investments Holdings LLC10,242$1.60M0.0%+0.9%0.010%
4/18/2024 Hexagon Capital Partners LLC6,417$1M0.2%-18.1%0.006%
4/18/2024 O ROURKE & COMPANY Inc5,244$818K0.5%+62.2%0.005%
4/18/2024 Miracle Mile Advisors LLC22,551$3.52M0.1%-21.9%0.021%
4/18/2024 Echo45 Advisors LLC30,885$4.82M3.5%+0.6%0.029%
4/18/2024 HFG Advisors Inc.30,781$4.80M4.3%+22.6%0.029%
4/18/2024 BKM Wealth Management LLC6,313$984K0.4%+3.6%0.006%
4/18/2024 Fifth Third Securities Inc.33,052$5.15M0.5%+1.0%0.031%
4/18/2024 Chapin Davis Inc.4,607$718K0.3%+6.3%0.004%
4/18/2024 MorganRosel Wealth Management LLC2,466$384K0.1%+21.5%0.002%
4/18/2024 Scott Capital Advisors LLC61,445$9.48M2.9%+1.7%0.058%
4/18/2024 Compass Ion Advisors LLC2,321$362K0.1%+5.1%0.002%
4/17/2024 Annapolis Financial Services LLC73,015$11.38M3.7%+3.7%0.069%
4/17/2024 Founders Financial Securities LLC5,761$898K0.1%+37.0%0.005%
4/17/2024 Iron Horse Wealth Management LLC55,207$8.61M3.4%+5.0%0.052%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

4 simple steps to protect your privacy and money before it’s too late.
4/17/2024 Atticus Wealth Management LLC2,239$349K0.1%-26.3%0.002%
4/17/2024 Stephens Group Asset Management LLC945,346$147.39M13.5%-0.3%0.888%
4/17/2024 Alpha Omega Wealth Management LLC42,386$6.61M1.2%+4.5%0.040%
4/16/2024 Noble Family Wealth LLC10,790$1.68M0.5%-36.5%0.010%
4/16/2024 Opinicus Capital Inc.6,902$1.08M1.0%-10.7%0.006%
4/16/2024 Stillwater Capital Advisors LLC18,023$2.81M0.4%-2.0%0.017%
4/16/2024 Tsfg LLC1,932$301K0.1%-35.1%0.002%
4/16/2024 Ameliora Wealth Management Ltd.1,750$273K0.1%N/A0.002%
4/16/2024 Atlantic Union Bankshares Corp9,690$1.51M0.1%+11.6%0.009%
4/16/2024 Maltin Wealth Management Inc.23,816$3.71M2.1%+15.8%0.022%
(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, 997 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 ($348.51M), 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 871 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: Bishop & Co Investment Management LLC ($2.09M), TIAA Trust National Association ($2.03M), Osaic Holdings Inc. ($1.46M), EP Wealth Advisors LLC ($812.43K), Bank of America Corp DE ($812.25K), Charles Schwab Investment Management Inc. ($702.04K), and Assetmark Inc. ($631.46K).

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

Institutional investors have bought a total of 27,293,958 shares in the last 24 months. This purchase volume represents approximately $3.71B in transactions.

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

Of the 631 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. ($1.08M), 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 ($350.09K).

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

Institutional investors have sold a total of 13,160,764 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


This page (NYSEARCA:VOE) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners