VOE Institutional Ownership & Shareholders
VANGUARD MID-CAP VALUE ETF (VOE) is currently held by 1,236 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.99B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of VOE tracked by InsiderSet, reporting ownership valued at approximately $965.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.03B, representing an estimated gain of +6.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed VOE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ep Wealth Advisors, Llc, Assetmark, Inc, and several other long-term asset managers with concentrated positions in VANGUARD MID-CAP VALUE ETF (VOE).
This page ranks the largest institutional VOE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,236
Total Reported Value
$13.99B
Largest Holder
Morgan Stanley
Largest Position
$965.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 4,886,722 | $965,616,581 | $1,031,538,147 | +$65,921,566 | +6.83% | |
| Ep Wealth Advisors, Llc | 3.39% | 4,488,689 | $886,964,986 | $947,517,361 | +$60,552,375 | +6.83% | |
| Assetmark, Inc | 1.34% | 4,074,853 | $796,755,937 | $860,160,720 | +$63,404,783 | +7.96% | |
| Betterment Llc | 1.17% | 3,506,826 | $692,949,000 | $740,255,900 | +$47,306,900 | +6.83% | |
| Jones Financial Companies Lllp | 0.27% | 3,377,503 | $671,985,956 | $712,957,108 | +$40,971,152 | +6.10% | |
| Bank Of America Corp | 0.04% | 3,119,048 | $616,323,932 | $658,399,842 | +$42,075,910 | +6.83% | |
| Wells Fargo & Company/Mn | 0.09% | 2,726,390 | $538,734,704 | $575,513,665 | +$36,778,961 | +6.83% | |
| Royal Bank Of Canada | 0.08% | 2,278,495 | $450,231,000 | $480,967,510 | +$30,736,510 | +6.83% | |
| Ubs Group Ag | 0.05% | 1,537,314 | $303,773,247 | $324,511,612 | +$20,738,365 | +6.83% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.94% | 1,386,013 | $273,876,169 | $292,573,484 | +$18,697,315 | +6.83% | |
| Pnc Financial Services Group, Inc. | 0.13% | 1,222,434 | $241,553,021 | $258,043,593 | +$16,490,572 | +6.83% | |
| Envestnet Asset Management Inc | 0.06% | 1,219,545 | $240,976,715 | $257,433,754 | +$16,457,039 | +6.83% | |
| Stephens Group Asset Management, Llc | 13.71% | 1,227,780 | $240,067,823 | $259,172,080 | +$19,104,257 | +7.96% | |
| Lpl Financial Llc | 0.05% | 1,161,630 | $229,538,040 | $245,208,477 | +$15,670,437 | +6.83% | |
| Moneta Group Investment Advisors Llc | 1.66% | 1,135,535 | $224,381,795 | $239,700,083 | +$15,318,288 | +6.83% | |
| Fmr Llc | 0.01% | 1,115,744 | $220,470,947 | $235,522,401 | +$15,051,454 | +6.83% | |
| Orgel Wealth Management, Llc | 3.43% | 929,178 | $181,682,256 | $196,140,184 | +$14,457,928 | +7.96% | |
| Ameriprise Financial Inc | 0.03% | 753,590 | $148,912,773 | $159,075,313 | +$10,162,540 | +6.82% | |
| Stifel Financial Corp | 0.12% | 739,432 | $146,113,693 | $156,086,701 | +$9,973,008 | +6.83% | |
| Raymond James Financial Inc | 0.04% | 730,073 | $144,262,479 | $154,111,110 | +$9,848,631 | +6.83% | |
| Osaic Holdings, Inc. | 0.16% | 707,246 | $139,831,603 | $149,292,558 | +$9,460,955 | +6.77% | |
| Focus Partners Wealth | 0.13% | 653,694 | $129,169,945 | $137,988,266 | +$8,818,321 | +6.83% | |
| Vantagepoint Investment Advisers Llc | 0.95% | 644,339 | $125,987,605 | $136,013,520 | +$10,025,915 | +7.96% | |
| Mariner, Llc | 0.13% | 617,452 | $122,016,604 | $130,337,943 | +$8,321,339 | +6.82% | |
| Sym Financial Corp | 8.52% | 572,043 | $111,851,552 | $120,752,557 | +$8,901,005 | +7.96% | |
| Waverly Advisors, Llc | 0.60% | 518,803 | $102,515,424 | $109,514,125 | +$6,998,701 | +6.83% | |
| Us Bancorp \De\ | 0.11% | 504,063 | $99,622,510 | $106,402,659 | +$6,780,149 | +6.81% | |
| Cetera Investment Advisers | 0.08% | 419,517 | $82,896,537 | $88,555,844 | +$5,659,307 | +6.83% | |
| Commonwealth Equity Services, Llc | 0.10% | 409,752 | $80,967,000 | $86,494,550 | +$5,527,550 | +6.83% | |
| Rockefeller Capital Management L.P. | 0.12% | 397,700 | $78,585,713 | $83,950,493 | +$5,364,780 | +6.83% | |
| Jpmorgan Chase & Co | 0.00% | 383,149 | $76,143,382 | $80,878,922 | +$4,735,540 | +6.22% | |
| Mcadam, Llc | 2.82% | 383,472 | $74,980,353 | $80,947,104 | +$5,966,751 | +7.96% | |
| Rodgers & Associates, Ltd | 6.79% | 367,739 | $71,903,998 | $77,626,026 | +$5,722,028 | +7.96% | |
| Truist Financial Corp | 0.08% | 345,020 | $67,461,753 | $72,830,272 | +$5,368,519 | +7.96% | |
| Everhart Financial Group, Inc. | 4.12% | 342,034 | $66,877,870 | $72,199,957 | +$5,322,087 | +7.96% | |
| Krilogy Financial Llc | 1.74% | 312,692 | $63,526,477 | $66,006,154 | +$2,479,677 | +3.90% | |
| Avior Wealth Management, Llc | 1.60% | 309,732 | $60,542,510 | $65,381,328 | +$4,838,818 | +7.99% | |
| Berman Mcaleer Llc | 6.86% | 302,376 | $59,123,652 | $63,828,550 | +$4,704,898 | +7.96% | |
| Cibc Bancorp Usa Inc. | 0.07% | 296,030 | $58,929,902 | $62,488,973 | +$3,559,071 | +6.04% | |
| Cwm, Llc | 0.14% | 290,862 | $53,600,015 | $61,398,060 | +$7,798,045 | +14.55% | |
| Corient Private Wealth Llc | 0.07% | 269,444 | $53,242,204 | $56,876,934 | +$3,634,730 | +6.83% | |
| Trust Co | 4.48% | 263,184 | $51,460,321 | $55,555,511 | +$4,095,190 | +7.96% | |
| Inspirion Wealth Advisors, Llc | 5.84% | 262,972 | $51,418,951 | $55,510,759 | +$4,091,808 | +7.96% | |
| Mml Investors Services, Llc | 0.10% | 248,798 | $49,162,468 | $52,518,770 | +$3,356,302 | +6.83% | |
| Kestra Advisory Services, Llc | 0.16% | 246,711 | $48,750,035 | $52,078,225 | +$3,328,190 | +6.83% | |
| 1832 Asset Management L.P. | 0.06% | 231,852 | $45,813,955 | $48,941,639 | +$3,127,684 | +6.83% | |
| Hub Investment Partners, Llc | 0.81% | 223,312 | $44,126,492 | $47,138,930 | +$3,012,438 | +6.83% | |
| Kwmg, Llc | 3.16% | 223,983 | $43,795,446 | $47,280,571 | +$3,485,125 | +7.96% | |
| Benjamin Edwards Inc | 0.40% | 219,953 | $43,471,686 | $46,429,879 | +$2,958,193 | +6.80% | |
| Marotta Asset Management | 7.20% | 216,997 | $42,429,423 | $45,805,897 | +$3,376,474 | +7.96% |
Frequently asked questions about VOE
Who are the largest institutional holders of VOE?
The largest institutional holders of VOE reported in the latest SEC Form 13F filings include Morgan Stanley, Ep Wealth Advisors, Llc, Assetmark, Inc, Betterment Llc, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported VOE position.
What is VOE institutional ownership?
This page tracks VOE positions reported by institutional investment managers through SEC Form 13F. VANGUARD MID-CAP VALUE ETF (VOE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VOE?
InsiderSet currently tracks 1,236 institutional managers reporting VOE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VOE shareholders.
How much VOE stock do institutions own?
Institutional investment managers disclosed approximately $13.99B in VOE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VOE institutional ownership last updated?
The latest VOE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VOE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VOE position after the reporting date.
Are institutions buying or selling VOE?
Institutional buying and selling can be analyzed by comparing VOE positions across consecutive 13F reporting periods. InsiderSet's VOE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VOE ownership changes.
How has VOE institutional ownership changed over time?
InsiderSet tracks VOE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.