Free Trial

Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

Vanguard Mid-Cap Value ETF logo
$166.39 +0.51 (+0.31%)
Closing price 04:10 PM Eastern
Extended Trading
$166.44 +0.05 (+0.03%)
As of 05:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
723
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$490.61M
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
7/8/2025Baker Ellis Asset Management LLC4,970$817K0.1%-12.3%0.005%
7/8/2025Atlas Brown Inc.4,447$731K0.2%-7.5%0.004%
7/8/2025Prism Advisors Inc.32,175$5.29M1.5%N/A0.030%
7/8/2025Richard P Slaughter Associates Inc7,686$1.26M0.3%-56.9%0.007%
7/8/2025Apella Capital LLC17,743$2.94M0.1%N/A0.016%
7/8/2025Parallel Advisors LLC7,260$1.19M0.0%+197.5%0.007%
7/8/2025Peirce Capital Management LLC6,826$1.12M0.5%N/A0.006%
7/7/2025Wesbanco Bank Inc.3,308$544K0.0%+14.2%0.003%
7/7/2025Bangor Savings Bank34,956$5.75M0.5%-3.2%0.032%
7/7/2025Salem Investment Counselors Inc.458$75K0.0%-77.6%0.000%
7/7/2025Taylor & Morgan Wealth Management LLC32,862$5.41M3.6%-0.4%0.030%
7/3/2025 Arvest Investments Inc.105,243$17.31M2.6%+0.5%0.097%
7/3/2025 Collective Family Office LLC25,908$4.26M1.1%+3.1%0.024%
7/3/2025 Fiduciary Financial Group LLC3,057$509K0.1%+3.6%0.003%
7/2/2025 Dentgroup LLC7,233$1.19M0.8%-2.9%0.007%
7/2/2025 Marotta Asset Management220,403$36.25M7.3%-7.0%0.203%
7/2/2025 Waller Financial Planning Group Inc.2,875$473K0.1%+4.4%0.003%
7/1/2025 Harbor Investment Advisory LLC31,949$5.25M0.4%-1.3%0.029%
6/27/2025Goldman Sachs Group Inc.24,313$3.90M0.0%+5.3%0.022%
6/17/2025Howe & Rusling Inc.4,829$775K0.1%+10.0%0.004%
6/2/2025Modern Wealth Management LLC5,579$896K0.0%+5.5%0.005%
5/28/2025Jones Financial Companies Lllp2,454,026$390.84M0.4%+1.4%2.260%
5/27/2025Advisors Capital Management LLC1,470$236K0.0%-9.8%0.001%
5/23/2025SWAN Capital LLC32,352$5.19M2.4%+25.3%0.030%
5/21/2025McAdam LLC295,373$47.42M2.9%-0.5%0.272%
5/21/2025Geneos Wealth Management Inc.66,455$10.67M0.4%-0.8%0.061%
5/20/2025Tenret Co LLC33,180$5.33M3.2%+4.1%0.031%
5/20/2025Belpointe Asset Management LLC9,063$1.46M0.1%+614.7%0.008%
5/20/2025Fortis Capital Advisors LLC9,063$1.46M0.3%N/A0.008%
5/20/2025Focus Partners Wealth337,819$54.23M0.1%+6.3%0.311%
5/20/2025Integrity Alliance LLC.24,842$3.99M0.2%N/A0.023%
5/20/2025Glenview Trust co25,261$4.06M0.1%-18.3%0.023%
5/19/2025Jane Street Group LLC1,503$241K0.0%N/A0.001%
5/19/2025SageView Advisory Group LLC13,785$2.21M0.1%-2.3%0.013%
5/19/2025Advisory Alpha LLC87,572$14.06M0.5%+27.7%0.081%
5/16/2025Empowered Funds LLC6,502$1.04M0.0%-1.1%0.006%
5/16/2025Ascent Group LLC24,194$3.88M0.2%+4.3%0.022%
5/16/2025Arete Wealth Advisors LLC2,426$390K0.0%-39.7%0.002%
5/16/2025Signature Estate & Investment Advisors LLC17,022$2.73M0.1%+23.5%0.016%
5/16/2025Ashton Thomas Private Wealth LLC54,748$8.79M0.3%+2.3%0.050%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
5/16/2025Goldman Sachs Group Inc.24,313$3.90M0.0%+5.3%0.022%
5/16/2025Jones Financial Companies Lllp2,459,081$415.57M0.4%+1.6%2.265%
5/16/2025Talon Private Wealth LLC10,515$1.69M0.2%+2.5%0.010%
5/16/2025Sepio Capital LP125,502$20.15M1.6%+4.1%0.116%
5/16/2025Plancorp LLC2,520$405K0.0%-3.1%0.002%
5/16/2025NewEdge Advisors LLC157,133$25.23M0.1%-1.6%0.145%
5/16/2025Integrated Wealth Concepts LLC27,165$4.36M0.1%-17.3%0.025%
5/16/2025Curi RMB Capital LLC1,647$264K0.0%+27.1%0.002%
5/16/2025Beaird Harris Wealth Management LLC3,240$520K0.0%+4.8%0.003%
5/16/2025AQR Capital Management LLC8,890$1.43M0.0%+13.8%0.008%
5/16/20251 North Wealth Services LLC1,081$174K0.1%N/A0.001%
5/15/2025EP Wealth Advisors LLC1,515,445$243.29M1.9%+18.7%1.396%
5/15/2025Focus Partners Advisor Solutions LLC36,426$5.85M0.1%+4.7%0.034%
5/15/2025Royal Bank of Canada3,262,796$523.81M0.1%+2.1%3.005%
5/15/2025Betterment LLC4,291,924$689.03M1.6%-4.8%3.953%
5/15/2025MAI Capital Management57,298$9.20M0.1%-3.8%0.053%
5/15/2025Calton & Associates Inc.1,978$318K0.1%N/A0.002%
5/15/2025Connecticut Wealth Management LLC4,866$781K0.0%N/A0.004%
5/15/2025Baird Financial Group Inc.103,895$16.68M0.0%+3.2%0.096%
5/15/2025Tortoise Investment Management LLC455$73K0.0%-31.3%0.000%
5/14/2025Wealth Preservation Advisors LLC13,335$2.14M1.5%N/A0.012%
5/14/2025Paces Ferry Wealth Advisors LLC1,367$219K0.1%+6.8%0.001%
5/14/2025Note Advisors LLC3,376$542K0.4%-20.9%0.003%
5/14/2025CreativeOne Wealth LLC3,753$603K0.0%-31.5%0.003%
5/14/2025Bank of Hawaii15,411$2.47M0.1%-0.6%0.014%
5/14/2025Comerica Bank50,633$8.13M0.0%-3.4%0.047%
5/14/2025Synovus Financial Corp7,940$1.28M0.0%+1.1%0.007%
5/14/2025AIMZ Investment Advisors LLC15,066$2.42M0.8%+6.1%0.014%
5/14/2025Ally Invest Advisors Inc.37,323$5.99M0.5%+10.8%0.034%
5/14/2025Smartleaf Asset Management LLC4,349$692K0.1%+383.8%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.967,146$155.27M0.1%+6.2%0.891%
5/14/2025Lionshead Wealth Management LLC7,177$1.15M1.2%N/A0.007%
5/14/2025Kestra Advisory Services LLC138,886$22.30M0.1%+2.8%0.128%
5/14/2025MAS Advisors LLC1,934$310K0.5%-30.9%0.002%
5/14/2025Wescott Financial Advisory Group LLC8,571$1.38M0.1%-1.0%0.008%
5/14/20251832 Asset Management L.P.234,343$37.62M0.0%+1.0%0.216%
5/14/2025Ameriprise Financial Inc.928,390$149.08M0.0%+1.4%0.855%
5/14/2025Bragg Financial Advisors Inc165,925$26.64M1.1%+0.2%0.153%
5/14/2025Mosaic Financial Group LLC2,127$342K0.3%-10.5%0.002%
5/14/2025CW Advisors LLC7,742$1.24M0.0%+131.2%0.007%
5/14/2025Summit Financial LLC177,641$28.52M0.8%+0.4%0.164%
5/14/2025Estate Counselors LLC9,315$1.50M0.2%-76.0%0.009%
5/14/2025Accredited Wealth Management LLC179$29K0.0%-32.2%0.000%
5/14/2025TFB Advisors LLC35,618$5.72M1.6%-1.5%0.033%
5/14/2025Asset Management Group Inc.96,239$15.45M2.9%+0.4%0.089%
5/14/2025Capital Analysts LLC422$68K0.0%+39.7%0.000%
5/14/2025Legacy Financial Advisors Inc.1,495$240K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC2,226$357K0.0%-20.0%0.002%
5/14/2025Fuller & Thaler Asset Management Inc.1,664$267K0.0%-55.4%0.002%
5/14/2025Petix & Botte Co29,252$4.70M1.2%-7.5%0.027%
Banks aren’t ready for this altcoin—are you? (Ad)

Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly positioned to fill it…

Discover our #1 crypto for the market right now.
5/14/2025RWA Wealth Partners LLC5,696$914K0.0%-1.5%0.005%
5/13/2025Northern Trust Corp56,062$9M0.0%-2.6%0.052%
5/13/2025Aptus Capital Advisors LLC19,339$3.11M0.0%+1.1%0.018%
5/13/2025Brooklyn Investment Group285$46K0.0%N/A0.000%
5/13/2025Spreng Capital Management Inc.4,908$788K0.4%+3.6%0.005%
5/13/2025LWM Advisors Inc.1,896$302K0.3%+28.8%0.002%
5/13/2025RMR Capital Management LLC15,027$2.41M1.7%-3.0%0.014%
5/13/2025Raymond James Financial Inc.606,727$97.40M0.0%-7.1%0.559%
5/13/2025Cresset Asset Management LLC28,784$4.62M0.0%-4.8%0.027%
5/13/2025Twin Focus Capital Partners LLC37,374$6M0.9%+1.9%0.034%
(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, 1,137 institutional investors and hedge funds held shares of Vanguard Mid-Cap Value ETF. The most heavily invested institutionals were Betterment LLC ($689.03M), Assetmark Inc. ($658.70M), Morgan Stanley ($554.44M), Royal Bank of Canada ($523.81M), Bank of America Corp DE ($498.59M), Jones Financial Companies Lllp ($390.84M), and Wells Fargo & Company MN ($363.52M).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 970 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: Bishop & Co Investment Management LLC ($2.09M), TIAA Trust National Association ($2.03M), Strategic Financial Concepts LLC ($1.81M), EP Wealth Advisors LLC ($1.51M), Osaic Holdings Inc. ($1.46M), Assetmark Inc. ($842.28K), and Wealthfront Advisers LLC ($764.06K).

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

Institutional investors have bought a total of 11,840,683 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

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

Of the 505 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: Betterment LLC ($388.75K), TIAA Trust National Association ($153.62K), Pacific Life Fund Advisors LLC ($132.23K), Mesirow Financial Investment Management Inc. ($114.22K), World Investment Advisors ($100.36K), Natixis Advisors LLC ($86.47K), and Rockefeller Capital Management L.P. ($69.91K).

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

Institutional investors have sold a total of 3,061,904 shares in the last 24 months. This volume of shares sold represents approximately $490.61M in transactions.



This page (NYSEARCA:VOE) was last updated on 7/8/2025 by MarketBeat.com Staff
From Our Partners