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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$196.31 -1.23 (-0.62%)
As of 12:30 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)
665
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
450
Total
Institutional Outflows
(last 12 months)
$769.27M
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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
9/23/2026QRG Capital Management Inc.3,282$649K0.0%+51.2%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.1,957$387K0.0%+20.1%0.002%
9/23/2026Envestnet Asset Management Inc.1,219,545$240.98M0.0%+1.2%1.042%
9/15/2026Anchor Investment Management LLC848$168K0.0%-6.7%0.001%
9/11/2026Talon Private Wealth LLC24,895$4.92M0.6%+88.8%0.021%
9/9/2026Sequoia Financial Advisors LLC60,957$12.05M0.1%-0.5%0.053%
9/9/2026Tidal Investments LLC7,370$1.46M0.0%N/A0.006%
9/9/2026MCF Advisors LLC2,549$504K0.0%+18.8%0.002%
9/9/2026Capital Analysts LLC17,655$3.49M0.1%+10.7%0.015%
9/9/2026Summit Financial Strategies Inc.6,774$1.34M0.1%+2.3%0.006%
9/9/2026Capital Advantage Inc.44,159$8.73M1.1%-0.6%0.038%
9/9/2026NorthRock Partners LLC2,856$564K0.0%-3.8%0.002%
9/9/2026Integrated Wealth Concepts LLC29,324$5.79M0.0%-3.4%0.025%
9/9/2026NewEdge Advisors LLC191,598$37.86M0.1%-3.5%0.165%
9/9/2026IFP Advisors Inc64,604$12.77M0.2%+4.5%0.056%
9/9/2026Baird Financial Group Inc.100,654$19.89M0.0%-4.4%0.087%
9/8/2026Allworth Financial LP29,870$5.90M0.0%-32.2%0.026%
9/8/2026Waverly Advisors LLC518,803$102.52M0.6%-2.1%0.448%
9/8/2026Murphy Pohlad Asset Management LLC2,901$573K0.2%-6.0%0.003%
9/8/2026Empirical Finance LLC10,608$2.10M0.1%-19.5%0.009%
8/27/2026Corient Private Wealth LP269,444$53.24M0.1%-2.0%0.232%
8/23/2026Tanager Wealth Management LLP1,019$201K0.0%-23.2%0.001%
8/23/2026Washington Trust Advisors Inc.15,936$3.15M0.2%+1.5%0.014%
8/23/2026Ameritas Advisory Services LLC16,191$3.20M0.1%-63.3%0.014%
8/23/2026Wedmont Private Capital16,537$3.33M0.1%-1.5%0.014%
8/23/2026Kintra Wealth LLC15,464$3.25M0.2%-27.3%0.013%
8/23/2026Echo45 Advisors LLC34,168$6.75M3.5%+2.9%0.029%
8/23/2026HB Wealth Management LLC39,166$7.74M0.0%+9.1%0.034%
8/23/2026Nvest Financial LLC5,318$1.05M0.3%N/A0.005%
8/23/2026Unique Wealth LLC3,354$663K0.1%N/A0.003%
8/22/2026Compass Financial Management LLC160$33K0.0%N/A0.000%
8/22/2026NBH Bank378$75K0.0%N/A0.000%
8/22/2026Shah Wealth Advisors LLC136,988$27.07M6.2%N/A0.118%
8/22/2026Highland Investment Advisors LLC40,072$7.92M3.4%N/A0.035%
8/22/2026Cooke Wealth Management LLC19,242$3.80M3.1%+2.0%0.017%
8/22/2026Jim Saulnier & Associates LLC1,591$314K0.1%+43.2%0.001%
8/22/2026Legacy Wealth Managment LLC ID2,554$505K0.2%+12.0%0.002%
8/22/2026LifePlan Investment Advisors Inc.24,692$4.88M1.7%-0.8%0.021%
8/22/2026TD Waterhouse Canada Inc.24,877$4.93M0.0%+5.2%0.021%
8/22/2026Concurrent Investment Advisors LLC56,778$11.22M0.1%+36.3%0.049%
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8/21/2026Smallwood Wealth Investment Management LLC45,164$8.92M4.0%+1.6%0.039%
8/21/2026Rodgers & Associates LTD373,683$73.84M5.5%-0.2%0.322%
8/21/2026Continuum Advisory LLC3,804$752K0.1%+2.1%0.003%
8/21/2026Round Rock Advisors LLC1,359$269K0.0%-6.5%0.001%
8/21/2026Atticus Wealth Management LLC1,420$281K0.1%+5.0%0.001%
8/21/2026XML Financial LLC1,080$213K0.0%N/A0.001%
8/20/2026Orgel Wealth Management LLC961,906$190.07M3.6%+7.0%0.830%
8/12/2026C M Bidwell & Associates Ltd.3,248$642K0.3%N/A0.003%
7/10/2026Envision Financial LLC14,659$2.90M1.3%-14.5%0.013%
7/10/2026Accel Wealth Management39,451$7.80M1.8%+7.3%0.034%
7/10/2026Taylor & Morgan Wealth Management LLC30,349$6.00M3.0%-2.3%0.026%
7/10/2026William Mack & Associates Inc.4,755$940K0.3%+30.4%0.004%
7/10/2026Diversified Management Inc.144,951$28.64M6.1%-0.7%0.125%
7/10/2026City Holding Co.7,056$1.39M0.2%+20.5%0.006%
7/10/2026Prosperity Planning Inc.46,036$9.10M2.1%-1.5%0.040%
7/10/2026Scott Capital Advisors LLC55,960$11.06M1.7%-2.0%0.048%
7/10/2026FC Advisory LLC5,380$1.06M0.3%-3.8%0.005%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,835$363K0.0%-5.6%0.002%
7/10/2026Wealthcare Advisory Partners LLC24,128$4.77M0.1%-11.4%0.021%
7/10/2026Warner Financial Inc.7,427$1.47M0.4%+6.0%0.006%
7/9/2026Revolve Wealth Partners LLC7,635$1.51M0.2%-0.8%0.007%
7/9/2026Sapient Capital LLC2,386$471K0.0%+7.0%0.002%
7/9/2026Atlas Brown Inc.4,155$821K0.2%-1.4%0.004%
7/9/2026Focus Financial Network Inc.15,837$3.13M0.1%+1.6%0.014%
7/9/2026GoalVest Advisory LLC863$171K0.0%-6.5%0.001%
7/9/2026Tactive Advisors LLC2,972$587K0.1%+2.0%0.003%
7/9/2026Everhart Financial Group Inc.319,994$63.23M4.0%+404.7%0.276%
7/9/2026Sax Wealth Advisors LLC1,755$323K0.0%N/A0.002%
7/9/2026Chemistry Wealth Management LLC6,939$1.37M0.2%-1.8%0.006%
7/9/2026Valeo Financial Advisors LLC1,849$365K0.0%-7.3%0.002%
7/8/2026Beaird Harris Wealth Management LLC3,235$639K0.0%-7.1%0.003%
7/8/2026Gradient Investments LLC1,026$203K0.0%N/A0.001%
7/8/2026Rockland Trust Co.1,048$207K0.0%N/A0.001%
7/8/2026Baring Financial LLC18,513$3.66M2.0%-2.4%0.016%
7/8/2026Beacon Financial Strategies CORP543$107K0.1%+110.5%0.000%
7/8/2026Kwmg LLC214,735$42.43M3.1%+3.7%0.185%
7/8/2026OFS Enterprise LLC1,079$213K0.1%N/A0.001%
7/8/2026Cooper Financial Group1,351$267K0.0%+12.5%0.001%
7/8/2026Meriwether Wealth & Planning LLC1,514$299K0.1%+7.8%0.001%
7/8/2026Factor Wealth Management LTD1,699$336K0.1%-10.5%0.001%
7/8/2026Praetorian Wealth Management Inc.105,965$20.89M3.6%+0.9%0.091%
7/8/2026Elevation Wealth Partners LLC2,187$432K0.1%-11.3%0.002%
7/8/2026Apella Capital LLC63,153$12.68M0.2%-7.3%0.054%
7/8/2026Clark Asset Management LLC3,197$632K0.0%+2.5%0.003%
7/8/2026Evanson Financial LLC2,595$513K0.0%N/A0.002%
7/7/2026180 Wealth Advisors LLC13,392$2.65M0.3%-4.3%0.012%
7/7/2026Integral Investment Advisors Inc.3,445$681K0.2%+3.9%0.003%
7/7/2026Balefire LLC1,021$202K0.0%N/A0.001%
7/7/2026Inspirion Wealth Advisors LLC262,126$51.97M5.9%-1.3%0.226%
7/7/2026Avior Wealth Management LLC335,783$66.33M1.7%-36.4%0.289%
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7/7/2026Harbor Investment Advisory LLC51,274$10.13M0.7%+3.4%0.044%
7/7/2026Canandaigua National Bank & Trust Co.2,628$519K0.0%N/A0.002%
7/7/2026Waller Financial Planning Group Inc.1,870$369K0.1%-15.7%0.002%
7/7/2026Grove Bank & Trust13,216$2.61M0.3%+4.3%0.011%
7/7/2026CoreCap Advisors LLC2,262$447K0.0%-2.9%0.002%
7/6/2026Bangor Savings Bank29,722$5.87M0.4%-7.0%0.026%
7/6/2026Private Client Services LLC3,271$646K0.2%-2.2%0.003%
7/6/2026Trilogy Capital Inc.3,256$643K0.0%+108.1%0.003%
7/2/2026Gladwyn Financial Advisors Inc.61,465$12.15M7.6%+4.0%0.053%
7/2/2026MassMutual Private Wealth & Trust FSB45,295$8.95M0.2%-14.9%0.039%


VOE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,231 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 1,053 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 ($4.85M), Assetmark Inc. ($1.01M), Strategic Financial Concepts LLC ($907.47K), 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 11,140,647 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Of the 450 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), Osaic Holdings Inc. ($296.62K), Royal Bank of Canada ($210.70K), Betterment LLC ($208.85K), Avior Wealth Management LLC ($192.44K), Assetmark Inc. ($191.40K), and Total Wealth Planning LLC ($163.50K).

Institutional investors have sold a total of 4,287,815 shares in the last 24 months. This volume of shares sold represents approximately $769.27M in transactions.


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Institutional ownership data for NYSEARCA:VOE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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