VOE

Vanguard Mid-cap Value ETF

+$609.9M

Net Activity

Institutions Holding

1215

Popularity Rank

#328

Avg Weight

0.48%

Total Value

$13.4B

Ownership Trend

1215 institutions currently hold VOE, with 550 net buyers and 466 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

466

Net Buying Institutions

550

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$876.9M
AI
Assetmark, INC
$798.6M
EW
EP Wealth Advisors, LLC
$762.9M
BL
Betterment LLC
$689.6M
JF
Jones Financial Companies Lllp
$570.8M

Top 5 by Conviction

SG
Stephens Group Asset Management, LLC
14.34%
SF
SYM FINANCIAL Corp
10.44%
BM
Berman McAleer LLC
7.70%
R&
Rodgers & Associates, LTD
7.02%
IW
Inspirion Wealth Advisors, LLC
6.09%
View all 1215 holding institutions

Quarterly Activity

Recent Activity

+$7.1B

Total Buy Value

$7.0B

Total Sell Value

New buy90
Trim413
Add460
Sold out53

550

Net Buyers

466

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANGUARD MID-CAP VALUE ETF (VOE)?
Major stakeholders currently include Morgan Stanley ($876.9M), Assetmark, INC ($798.6M), EP Wealth Advisors, LLC ($762.9M). Based on the latest 13F filings, there are a total of 1215 tracked investment funds and institutions maintaining positions in VOE.
What is the overall institutional sentiment toward VOE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $609.9M, driven by 550 managers accumulating shares while 466 reduced their exposure.
Which institutions have been selling or reducing their VOE positions?
In the latest period, 413 funds trimmed their holdings, and 53 managers completely exited their positions. The aggregate reported sell value was $7.0B.
Are there any notable investors adding VOE to their portfolios?
Yes, buying activity remains notable. 90 institutions opened new positions in {ticker}, and 460 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.1B.

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