Free Trial

Vanguard Mid-Cap Value ETF (VOE) Institutional Ownership

→ A ‘DeFi Summer’ Projected! (From Crypto 101 Media) (Ad)
Free VOE Stock Alerts
$155.59
+0.24 (+0.15%)
(As of 05:18 PM ET)
Compare
Stock AnalysisChartDividendHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
580
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
446
Total
Institutional Outflows
(last 12 months)
$873.39M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Investmark Advisory Group LLC3,910$610K0.3%-29.2%0.004%
5/17/2024Beacon Capital Management LLC772$120K0.0%+30.0%0.001%
5/17/2024Comerica Bank59,595$9.29M0.0%+0.6%0.056%
5/17/2024Tidal Investments LLC12,040$1.88M0.0%+5.3%0.011%
5/16/2024FSA Wealth Management LLC2,561$399K0.2%+4.1%0.002%
5/16/2024B. Riley Wealth Advisors Inc.16,943$2.64M0.1%+1.6%0.016%
5/16/2024 Waverly Advisors LLC734,010$114.44M2.7%-3.7%0.690%
5/16/2024 Silvercrest Asset Management Group LLC1,853$289K0.0%-10.6%0.002%
5/16/2024 Captrust Financial Advisors127,465$19.87M0.1%-24.1%0.120%
5/15/2024 Ascent Group LLC16,647$2.60M0.2%+12.1%0.016%
5/15/2024 SVB Wealth LLC3,846$600K0.0%-17.2%0.004%
5/15/2024 BOKF NA64,152$9.93M0.2%+8.4%0.060%
5/15/2024 Kestra Advisory Services LLC122,237$19.06M0.1%+3.1%0.115%
5/14/2024 Sheaff Brock Investment Advisors LLC1,790$279K0.0%-14.3%0.002%
5/14/2024 Axxcess Wealth Management LLC9,514$1.48M0.0%-1.9%0.009%
5/14/2024 EP Wealth Advisors LLC650,698$101.45M1.2%+0.3%0.611%
5/14/2024 CreativeOne Wealth LLC4,133$644K0.0%+99.5%0.004%
5/14/2024 Evermay Wealth Management LLC2,885$450K0.1%+1,502.8%0.003%
5/13/2024 Goepper Burkhardt LLC50,983$7.87M3.7%-4.8%0.048%
5/13/2024 Shakespeare Wealth Management LLC136,927$21.35M6.1%+1.5%0.129%
5/13/2024 O Shaughnessy Asset Management LLC64,313$10.03M0.1%+0.3%0.060%
5/11/2024 Trustmark National Bank Trust Department17,600$2.74M0.2%+0.5%0.017%
5/11/2024 Catalytic Wealth RIA LLC28,044$4.37M0.9%+0.6%0.026%
5/11/2024 Jacobi Capital Management LLC4,431$691K0.1%-3.7%0.004%
5/11/2024 Ironsides Asset Advisors LLC12,583$1.96M0.7%-18.3%0.012%
5/11/2024 Patten & Patten Inc. TN1,319$206K0.0%-14.1%0.001%
5/10/2024 Osaic Holdings Inc.471,065$73.47M0.2%-33.6%0.443%
5/10/2024 Rodgers & Associates LTD321,194$50.08M6.4%0.0%0.302%
5/10/2024 TIAA Trust National Association1,893,796$295.26M0.9%-6.7%1.779%
5/10/2024 Spirepoint Private Client LLC2,115$330K0.1%N/A0.002%
5/10/2024 Nicolet Advisory Services LLC3,238$499K0.1%-87.6%0.003%
5/10/2024 First Foundation Advisors1,400$218K0.0%-6.2%0.001%
5/10/2024 Tocqueville Asset Management L.P.30,679$4.78M0.1%+9.0%0.029%
5/10/2024 Truepoint Inc.7,365$1.15M0.0%-16.4%0.007%
5/10/2024 Nwam LLC2,596$397K0.0%-31.0%0.002%
5/9/2024 Brighton Jones LLC19,383$3.02M0.1%+0.7%0.018%
5/9/2024 ProVise Management Group LLC76,571$11.94M1.0%+1.2%0.072%
5/9/2024 Leo Wealth LLC2,046$317K0.0%-12.6%0.002%
5/9/2024 Orion Portfolio Solutions LLC5,921$923K0.0%-22.6%0.006%
5/9/2024 Blair William & Co. IL121,542$18.95M0.1%-11.8%0.114%
“Dollar Will Be Worth NOTHING” -Musk (Ad)

Elon Musk just issued an urgent warning… Saying “The U.S. Dollar will be worth NOTHING…” As "stealth money printing" pushes the price of Bitcoin, Ethereum, XRP and crypto higher.

Click here to claim your free seat ticket now.
5/9/2024 HBK Sorce Advisory LLC18,277$2.85M0.1%+7.9%0.017%
5/9/2024 Kingsview Wealth Management LLC11,527$1.80M0.0%+15.6%0.011%
5/9/2024 Condor Capital Management200,311$31.23M3.1%-3.0%0.188%
5/9/2024 Ledyard National Bank107,561$16.77M1.6%+0.1%0.101%
5/9/2024 Planning Directions Inc.10,272$1.60M1.1%-15.5%0.010%
5/9/2024 Texas Yale Capital Corp.50,172$7.82M0.3%-0.2%0.047%
5/9/2024 Portland Global Advisors LLC1,425$222K0.0%-58.9%0.001%
5/9/2024 Eagle Bay Advisors LLC2,503$390K0.2%+55.6%0.002%
5/9/2024 BHK Investment Advisors LLC161,068$25.11M9.7%+34.1%0.151%
5/9/2024 Koshinski Asset Management Inc.3,822$596K0.1%-23.5%0.004%
5/8/2024 Schneider Downs Wealth Management Advisors LP1,315$205K0.0%N/A0.001%
5/8/2024 Cozad Asset Management Inc.9,070$1.41M0.1%-1.9%0.009%
5/8/2024 Bleakley Financial Group LLC55,897$8.72M0.3%-1.3%0.053%
5/8/2024 Heritage Wealth Advisors7,433$1.16M0.0%+281.4%0.007%
5/8/2024 Avantax Advisory Services Inc.16,833$2.62M0.0%-8.0%0.016%
5/8/2024 US Bancorp DE409,047$63.78M0.1%-2.5%0.384%
5/8/2024 Russell Investments Group Ltd.1,556$243K0.0%N/A0.001%
5/8/2024 Cornerstone Planning Group LLC57,865$8.72M2.7%+7.6%0.054%
5/8/2024 QRG Capital Management Inc.1,408$220K0.0%N/A0.001%
5/8/2024 Inspire Advisors LLC4,777$745K0.1%-10.5%0.004%
5/8/2024 Thoroughbred Financial Services LLC6,103$951K0.1%-15.2%0.006%
5/7/2024 Verus Capital Partners LLC17,549$2.74M0.3%-18.3%0.016%
5/7/2024 Capital Square LLC15,089$2.35M1.7%N/A0.014%
5/7/2024 Choate Investment Advisors8,087$1.26M0.0%N/A0.008%
5/7/2024 WNY Asset Management LLC4,785$746K0.1%+1.8%0.004%
5/7/2024 White Lighthouse Investment Management Inc.20,019$3.12M0.6%-1.9%0.019%
5/7/2024 SilverOak Wealth Management LLC12,293$1.92M0.5%+3.4%0.012%
5/7/2024 Concurrent Investment Advisors LLC20,914$3.26M0.1%+5.0%0.020%
5/7/2024 WealthPLAN Partners LLC1,320$206K0.0%N/A0.001%
5/7/2024 Horizon Investment Services LLC3,076$480K0.2%-3.9%0.003%
5/7/2024 49 Wealth Management LLC2,674$414K0.1%-5.5%0.003%
5/7/2024 Smithfield Trust Co7,051$1.10M0.1%+8.0%0.007%
5/7/2024 Facet Wealth Inc.2,745$417K0.0%+48.1%0.003%
5/7/2024 Highland Capital Management LLC55,168$8.60M0.5%-1.8%0.052%
5/7/2024 LPF Advisors LLC38,747$6.04M6.1%+0.9%0.036%
5/7/2024 PFG Advisors2,636$411K0.0%+5.3%0.002%
5/7/2024 Oppenheimer & Co. Inc.8,629$1.35M0.0%+21.2%0.008%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management27,952$4.36M0.1%+12.0%0.026%
5/7/2024 TAGStone Capital Inc.25,351$3.95M2.3%+12.2%0.024%
5/7/2024 Hilltop National Bank27,883$4.35M1.5%N/A0.026%
5/7/2024 Wealthspire Advisors LLC73,656$11.48M0.2%-4.5%0.069%
5/7/2024 Roof Eidam Maycock Peralta LLC10,330$1.61M0.4%-1.6%0.010%
5/7/2024 Empowered Funds LLC6,055$944K0.0%+133.3%0.006%
5/7/2024 Houlihan Financial Resource Group Ltd.23,093$3.60M1.6%-1.6%0.022%
5/7/2024 Stokes Family Office LLC21,040$3.28M0.4%-6.5%0.020%
5/6/2024 Envestnet Portfolio Solutions Inc.7,049$1.10M0.0%+13.4%0.007%
5/6/2024 SYM FINANCIAL Corp492,070$76.72M12.7%+3.4%0.462%
5/6/2024 Staley Capital Advisers Inc.10,285$1.60M0.1%-19.4%0.010%
5/6/2024 Manchester Capital Management LLC50,426$7.86M1.0%-1.0%0.047%
5/6/2024 Advisory Alpha LLC41,109$6.41M0.3%+164.9%0.039%
A ‘DeFi Summer’ Projected! (Ad)

Top analysts are predicting DeFi coins to see massive gains in the coming months… During this dubbed ‘DeFi Summer…’ A coin that has been called the “DeFi pioneer” is poised to shoot up 3-7x!

Just click here to learn how you can access this coin right now.
5/4/2024 SPC Financial Inc.54,459$8.49M0.8%+13.6%0.051%
5/4/2024 McClarren Financial Advisors Inc.936$1.46M0.4%-83.1%0.001%
5/4/2024 Geneos Wealth Management Inc.67,181$10.47M0.5%-0.7%0.063%
5/4/2024 Valley Wealth Managers Inc.18,818$2.93M0.2%-2.6%0.018%
5/4/2024 Paulson Wealth Management Inc.5,362$836K0.2%-16.7%0.005%
5/4/2024 Csenge Advisory Group8,441$1.32M0.1%+36.5%0.008%
5/4/2024 Joseph P. Lucia & Associates LLC3,804$593K0.3%-17.5%0.004%
5/4/2024 Richardson Financial Services Inc.3,279$511K0.4%+3.9%0.003%
5/3/2024 FDx Advisors Inc.7,408$1.16M0.2%+25.9%0.007%
5/3/2024 Investments & Financial Planning LLC3,258$508K0.3%-6.4%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, 992 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 856 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 ($814.09K), 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 25,626,528 shares in the last 24 months. This purchase volume represents approximately $3.47B in transactions.

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

Of the 630 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: Truist Financial Corp ($662.14K), Facet Wealth Inc. ($611.84K), UBS Group AG ($569.83K), First Republic Investment Management Inc. ($531.91K), Natixis Advisors L.P. ($494.35K), 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 12,699,138 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.


Related Companies:
This page (NYSEARCA:VOE) was last updated on 5/17/2024 by MarketBeat.com Staff

From Our Partners
Dems have chosen Biden replacement?
Paradigm Press
Healthcare Takes A Big Step Forward With The Help Of AI
The Bull Report
Why Is Gold On a MASSIVE rally?
Huge Alerts
Urgent Nvidia Warning
Altimetry
A ‘DeFi Summer’ Projected!
Crypto 101 Media
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Buy this small stock before coming AI Tidal Wave
Chaikin Analytics
The #1 Investment of the Decade…
Porter & Company