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Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$149.94 -1.39 (-0.92%)
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Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Number of
Institutional Buyers
(last 12 months)
683
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
463
Total
Institutional Outflows
(last 12 months)
$529.28M
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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
4/21/2025Kingswood Wealth Advisors LLC5,468$878K0.0%+37.8%0.005%
4/18/2025 Wells Trecaso Financial Group LLC10,813$1.74M0.6%+1.0%0.010%
4/18/2025 Lion Street Advisors LLC1,633$262K0.1%+5.6%0.002%
4/18/2025 Cornerstone Wealth Management LLC9,040$1.45M0.1%+2.3%0.008%
4/18/2025 Optivise Advisory Services LLC1,712$275K0.2%-11.4%0.002%
4/18/2025 Clayton Financial Group LLC112,875$18.12M6.6%+4.1%0.105%
4/18/2025 CENTRAL TRUST Co16,255$2.61M0.1%+0.4%0.015%
4/18/2025 Wagner Wealth Management LLC360$58K0.0%N/A0.000%
4/17/2025 Robertson Stephens Wealth Management LLC35,116$5.64M0.2%-1.5%0.033%
4/17/2025 Strategic Advisors LLC9,399$1.51M0.3%+359.6%0.009%
4/17/2025 Grove Bank & Trust18,850$3.03M0.4%+16.5%0.017%
4/17/2025 Grimes & Company Inc.14,588$2.34M0.1%+0.5%0.014%
4/17/2025 Murphy Pohlad Asset Management LLC1,541$248K0.1%+11.6%0.001%
4/17/2025 Sowell Financial Services LLC6,508$1.05M0.0%N/A0.006%
4/17/2025 Janney Montgomery Scott LLC82,291$13.21M0.0%-3.9%0.076%
4/17/2025 Verisail Partners LLC5,429$872K0.4%+1.4%0.005%
4/17/2025 Mission Wealth Management LP2,473$397K0.0%+25.1%0.002%
4/17/2025 Stillwater Capital Advisors LLC18,095$2.91M0.4%+0.8%0.017%
4/17/2025 Acropolis Investment Management LLC8,400$1.35M0.1%-7.5%0.008%
4/17/2025 Brighton Jones LLC20,081$3.22M0.1%+0.8%0.019%
4/17/2025 Exchange Traded Concepts LLC4,200$674K0.0%+38.9%0.004%
4/17/2025 Pinion Investment Advisors LLC3,185$511K0.1%-2.7%0.003%
4/17/2025 Sound Income Strategies LLC279$45K0.0%+76.6%0.000%
4/17/2025 Foster Victor Wealth Advisors LLC2,964$444K0.0%-17.0%0.003%
4/17/2025 Pacific Sun Financial Corp9,470$1.52M0.9%+0.7%0.009%
4/17/2025 Scott Capital Advisors LLC59,963$9.63M2.9%+0.9%0.056%
4/17/2025 Ritholtz Wealth Management6,054$972K0.0%+5.4%0.006%
4/17/2025 Dynamic Advisor Solutions LLC1,962$315K0.0%N/A0.002%
4/17/2025 American Institute for Advanced Investment Management LLP6,787$1.09M0.8%+4.5%0.006%
4/16/2025 Opal Wealth Advisors LLC799$128K0.0%N/A0.001%
4/16/2025 TPG Financial Advisors LLC3,574$574K0.3%-5.5%0.003%
4/16/2025 Southland Equity Partners LLC9,736$1.56M0.4%N/A0.009%
4/16/2025 Farmers & Merchants Investments Inc.5,164$829K0.0%+9.2%0.005%
4/16/2025 Wealth Enhancement Advisory Services LLC245,441$39.40M0.1%+2.7%0.227%
4/16/2025 Noble Family Wealth LLC5,074$815K0.2%-7.2%0.005%
4/16/2025 Tritonpoint Wealth LLC16,527$2.65M0.3%-6.8%0.015%
4/16/2025 Praetorian Wealth Management Inc.135,671$21.78M5.3%-0.1%0.126%
4/16/2025 RTD Financial Advisors Inc.51,663$8.29M1.1%-1.6%0.048%
4/16/2025 Elevation Point Wealth Partners LLC2,949$473K0.0%+2.6%0.003%
4/16/2025 Krilogy Financial LLC223,237$35.84M2.3%+4.1%0.207%
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4/16/2025 Everhart Financial Group Inc.28,157$4.52M0.6%+19.0%0.026%
4/16/2025 Founders Grove Wealth Partners LLC17,124$2.75M0.8%+8.7%0.016%
4/16/2025 Paragon Capital Management Ltd1,723$277K0.1%N/A0.002%
4/16/2025 May Barnhard Investments LLC35,510$5.70M2.8%+2.0%0.033%
4/15/2025 Net Worth Advisory Group3,095$497K0.2%+10.1%0.003%
4/15/2025 Sapient Capital LLC1,407$226K0.0%N/A0.001%
4/15/2025 Total Wealth Planning LLC163,750$26.29M4.0%+2.3%0.152%
4/15/2025 First United Bank & Trust27,206$4.37M1.6%+2.3%0.025%
4/15/2025 Sagace Wealth Management LLC12,361$1.98M1.5%-3.0%0.011%
4/15/2025 Fifth Third Bancorp89,852$14.43M0.1%-4.5%0.083%
4/15/2025 Echo45 Advisors LLC30,972$4.97M3.3%-0.5%0.029%
4/15/2025 Arvest Investments Inc.104,716$16.81M2.7%+1.1%0.097%
4/15/2025 Stephens Group Asset Management LLC1,091,852$175.29M14.1%+11.1%1.012%
4/15/2025 Zhang Financial LLC7,574$1.22M0.1%+7.8%0.007%
4/15/2025 Baker Ellis Asset Management LLC5,670$910K0.1%-15.0%0.005%
4/15/2025 Alpha Omega Wealth Management LLC43,987$7.06M1.3%+2.7%0.041%
4/15/2025 Ironwood Financial llc5,325$855K0.2%+31.0%0.005%
4/15/2025 Focus Financial Network Inc.10,978$1.76M0.1%+4.6%0.010%
4/15/2025 My Legacy Advisors LLC8,439$1.36M0.5%+2.6%0.008%
4/15/2025 Columbia Advisory Partners LLC41,311$6.63M5.7%-2.5%0.038%
4/15/2025 CX Institutional40,294$6.47M0.2%+13.4%0.037%
4/15/2025 Integrated Advisors Network LLC4,175$670K0.0%-48.7%0.004%
4/15/2025 Integral Investment Advisors Inc.1,652$265K0.1%N/A0.002%
4/15/2025 Orgel Wealth Management LLC741,179$118.99M3.1%+6.5%0.687%
4/15/2025 Curated Wealth Partners LLC3,079$494K0.1%-2.2%0.003%
4/15/2025 Parsons Capital Management Inc. RI7,548$1.21M0.1%-1.6%0.007%
4/15/2025 Wealthcare Advisory Partners LLC19,526$3.14M0.1%-1.0%0.018%
4/15/2025 Signet Financial Management LLC17,842$2.86M0.4%-7.8%0.017%
4/14/2025 Bruce G. Allen Investments LLC26,426$4.24M3.4%-1.1%0.024%
4/14/2025 Farther Finance Advisors LLC6,051$972K0.0%-38.4%0.006%
4/14/2025 City Holding Co.5,945$954K0.1%+1.2%0.006%
4/14/2025 Clarity Capital Advisors LLC1,607$258K0.2%+7.8%0.001%
4/14/2025 CJM Wealth Advisers Ltd.7,750$1.24M0.4%-4.2%0.007%
4/14/2025 Courier Capital LLC3,664$588K0.0%+9.0%0.003%
4/14/2025 Centricity Wealth Management LLC929$149K0.1%+46.1%0.001%
4/14/2025 First Citizens Bank & Trust Co.2,554$410K0.0%+100.8%0.002%
4/14/2025 Bangor Savings Bank36,116$5.80M0.5%-8.7%0.033%
4/14/2025 Park Avenue Securities LLC63,518$10.20M0.1%+2.5%0.059%
4/14/2025 OLD National Bancorp IN43,860$7.04M0.2%+1.5%0.041%
4/14/2025 SOA Wealth Advisors LLC.53,146$8.53M1.0%+3.3%0.049%
4/14/2025 Dentgroup LLC7,449$1.20M0.9%-1.9%0.007%
4/14/2025 Miracle Mile Advisors LLC15,949$2.56M0.1%-4.3%0.015%
4/14/2025 UMB Bank n.a.37,764$6.06M0.1%-1.2%0.035%
4/11/2025 Intergy Private Wealth LLC6,996$1.12M0.4%-1.1%0.006%
4/11/2025 LPF Advisors LLC45,353$7.28M6.0%+7.9%0.042%
4/11/2025 OLIO Financial Planning86,587$13.90M4.8%+3.8%0.080%
4/11/2025 City State Bank1,467$236K0.1%-4.5%0.001%
4/11/2025 Chemistry Wealth Management LLC7,053$1.13M0.3%+1.8%0.007%
4/11/2025 Cranbrook Wealth Management LLC41,830$6.72M1.6%+0.2%0.039%
4/11/2025 Snider Financial Group2,228$358K0.1%-26.8%0.002%
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4/11/2025 SeaCrest Wealth Management LLC2,512$403K0.0%-47.4%0.002%
4/11/2025 McNamara Financial Services Inc.3,744$601K0.1%-9.1%0.003%
4/11/2025 Safeguard Financial LLC12,292$1.97M0.4%-7.6%0.011%
4/11/2025 Signal Advisors Wealth LLC1,570$252K0.0%N/A0.001%
4/11/2025 Prosperity Planning Inc.53,121$8.53M2.7%-6.9%0.049%
4/10/2025 Eclectic Associates Inc. ADV25,986$4.17M1.1%+1.5%0.024%
4/10/2025 Lmcg Investments LLC93,990$15.09M1.0%+6.7%0.087%
4/10/2025 Maltin Wealth Management Inc.29,690$4.77M2.2%+3.1%0.028%
4/10/2025 Gilman Hill Asset Management LLC7,508$1.21M0.2%+463.2%0.007%
4/10/2025 HF Advisory Group LLC3,771$605K0.3%+3.1%0.003%
(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, 1,123 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 ($729.44M), Assetmark Inc. ($635.87M), Morgan Stanley ($554.44M), Royal Bank of Canada ($517.20M), Bank of America Corp DE ($498.59M), and Jones Financial Companies Lllp ($391.41M).Learn more on VOE's institutional investors.

Which institutional investors have been buying Vanguard Mid-Cap Value ETF stock?

Of the 947 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), Strategic Financial Concepts LLC ($1.81M), Osaic Holdings Inc. ($1.46M), EP Wealth Advisors LLC ($1.29M), Wealthfront Advisers LLC ($766.05K), and Assetmark Inc. ($708.14K).

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

Institutional investors have bought a total of 25,877,139 shares in the last 24 months. This purchase volume represents approximately $3.80B in transactions.

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

Of the 677 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: First Republic Investment Management Inc. ($502.54K), UBS Group AG ($367.28K), Thrivent Financial for Lutherans ($358.70K), Truist Financial Corp ($357.46K), Miracle Mile Advisors LLC ($340.94K), Envestnet Asset Management Inc. ($339.27K), and TIAA Trust National Association ($275.11K).

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

Institutional investors have sold a total of 9,401,735 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


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This page (NYSEARCA:VOE) was last updated on 4/21/2025 by MarketBeat.com Staff
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