Who Owns VOE?

Vanguard Mid-Cap Value ETF — Institutional Ownership & 13F Holdings

$191.59

-0.56 (-0.29%)

Market Cap

$36.4B

Shares Outstanding

179,324,002

Institutional Holders

1,065

Total Inst. Value

$8.4B

% of Float Held

QoQ Holder Change

+479

Institutional data as of Q1 2025

New Positions

303

Closed Positions

79

Increased

325

Decreased

285

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$734.4M4,574,272
2Betterment LLC$689.0M4,291,924
3ROYAL BANK OF CANADA$523.8M3,262,796
4BANK OF AMERICA CORP /DE/$494.5M3,080,204
5JONES FINANCIAL COMPANIES LLLP$415.6M2,459,081
6WELLS FARGO & COMPANY/MN$394.7M2,458,300
7TIAA TRUST, NATIONAL ASSOCIATION$274.5M1,710,038
8UBS Group AG$234.0M1,457,395
9STEPHENS GROUP ASSET MANAGEMENT, LLC$175.3M1,091,852
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$155.3M967,146

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
Strategic Financial Concepts, LLC-907K$934K
Betterment LLC-217K$689.0M
Equitable Holdings, Inc.-112K$43.5M
OSAIC HOLDINGS, INC.-108K$50.4M
MORGAN STANLEY-94K$734.4M

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Frequently Asked Questions

How many institutional investors hold VOE?

As of Q1 2025, 1065 institutional investors report holding VOE (Vanguard Mid-Cap Value ETF) in their 13F filings.

Which hedge fund owns the most VOE?

The largest institutional holder of VOE is MORGAN STANLEY with $734.4M in shares.

Are institutions buying or selling VOE?

This quarter, 303 institutions opened new positions in VOE and 79 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.