VANGUARD MID-CAP VALUE ETF VOE
$200.16
+1.0% 52w: $157.91 – $200.16
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data157.91179.04200.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
+17 QoQ
13F value
$13.44B
+4.1% QoQ
Smart-money holders
18
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
2.0×
$1.8M calls / $903K puts
Institutional value by quarter
Number of holders
Who owns VOE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.8M | $876.9M | 0.1% | +0.2% |
| ASSETMARK, INC | Wealth advisor | 4.3M | $798.6M | 1.6% | -4.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 4.1M | $762.9M | 3.8% | +6.0% |
| Betterment LLC | Wealth advisor | 3.7M | $689.6M | 1.3% | -4.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.1M | $570.8M | 0.3% | +19.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.0M | $561.2M | 0.0% | -2.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.7M | $495.4M | 0.1% | -0.6% |
| ROYAL BANK OF CANADA | Bank broker | 2.4M | $446.3M | 0.1% | -5.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.6M | $299.8M | 1.2% | — |
| UBS Group AG | Bank broker | 1.5M | $270.0M | 0.0% | +5.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.5M | $269.3M | 0.2% | -0.5% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 1.2M | $225.0M | 14.3% | +10.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $222.1M | 0.1% | +6.2% |
| FMR LLC | Long only active | 1.1M | $204.3M | 0.0% | +6.8% |
| LPL Financial LLC | Bank broker | 1.1M | $201.6M | 0.1% | +1.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 1.1M | $200.9M | 1.5% | +6.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.0M | $192.7M | 0.1% | +6.8% |
| Orgel Wealth Management, LLC | Wealth advisor | 899.1K | $165.7M | 3.6% | +6.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 883.0K | $162.7M | 0.0% | -11.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 720.2K | $132.7M | 0.0% | -8.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 703.1K | $129.6M | 0.1% | -0.7% |
| Focus Partners Wealth | Wealth advisor | 683.8K | $126.0M | 0.1% | +1.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 659.6K | $121.6M | 0.2% | +62.6% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 612.1K | $112.8M | 1.0% | -1.8% |
| Mariner, LLC | Diversified mechanical | 603.5K | $111.2M | 0.1% | -2.9% |
| SYM FINANCIAL Corp | Wealth advisor | 567.2K | $104.5M | 10.4% | +1.4% |
| Waverly Advisors, LLC | Wealth advisor | 529.9K | $97.7M | 0.7% | -2.3% |
| Avior Wealth Management, LLC | Wealth advisor | 528.2K | $97.3M | 2.8% | -2.3% |
| US BANCORP \DE\ | Wealth advisor | 505.5K | $93.2M | 0.1% | +3.0% |
| Creative Planning | Wealth advisor | 433.7K | $79.9M | 0.1% | -0.2% |
| Cetera Investment Advisers | Wealth advisor | 424.3K | $78.2M | 0.1% | +1.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 401.6K | $74.0M | 0.1% | -6.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 399.2K | $73.6M | 0.1% | -22.3% |
| JPMORGAN CHASE & CO | Bank broker | 384.0K | $69.7M | 0.0% | +0.4% |
| Rodgers & Associates, LTD | Wealth advisor | 374.4K | $69.0M | 7.0% | -1.4% |
| McAdam, LLC | Wealth advisor | 354.0K | $65.2M | 2.9% | +1.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 341.9K | $63.0M | 0.1% | -11.5% |
| HighTower Advisors, LLC | Diversified mechanical | 326.8K | $60.2M | 0.1% | -0.7% |
| Krilogy Financial LLC | Wealth advisor | 299.6K | $57.1M | 1.8% | +0.7% |
| Berman McAleer LLC | Wealth advisor | 306.2K | $56.4M | 7.7% | +1.9% |
| Private Advisor Group, LLC | Wealth advisor | 295.7K | $54.5M | 0.3% | +0.4% |
| CWM, LLC | Wealth advisor | 290.9K | $53.6M | 0.1% | +6.8% |
| Corient Private Wealth LLC | Diversified mechanical | 275.0K | $50.6M | 0.1% | -50.0% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 274.9K | $50.4M | 0.1% | — |
| INSPIRION WEALTH ADVISORS, LLC | Wealth advisor | 265.6K | $48.9M | 6.1% | -1.9% |
| Equitable Holdings, Inc. | Wealth advisor | 283.9K | $48.8M | 0.3% | +6.5% |
| Trust Co | Wealth advisor | 261.0K | $48.1M | 4.5% | +0.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 241.7K | $44.5M | 0.1% | -0.3% |
| HUB Investment Partners, LLC | Other | 235.9K | $43.5M | 1.1% | +184.9% |
| 1832 Asset Management L.P. | Other | 231.9K | $42.7M | 0.1% | -3.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.