VANGUARD MID-CAP VALUE ETF (VOE) Institutional Shareholders
VANGUARD MID-CAP VALUE ETF (VOE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.68B in VOE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of VOE tracked by InsiderSet, reporting ownership valued at approximately $876.88M in its March 31, 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 $974.24M, representing an estimated gain of +11.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed VOE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Assetmark, Inc, Ep Wealth Advisors, Llc, 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
1,219
Total Reported Value
$12.68B
Largest Holder
Morgan Stanley
Largest Position
$876.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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% | 4,758,402 | $876,878,759 | $974,235,225 | +$97,356,466 | +11.10% | |
| Assetmark, Inc | 1.50% | 4,426,816 | $874,738,932 | $906,346,308 | +$31,607,376 | +3.61% | |
| Ep Wealth Advisors, Llc | 3.75% | 4,140,038 | $762,926,188 | $847,631,380 | +$84,705,192 | +11.10% | |
| Jones Financial Companies Lllp | 0.27% | 3,133,089 | $570,842,654 | $641,468,642 | +$70,625,988 | +12.37% | |
| Bank Of America Corp | 0.04% | 3,045,401 | $561,206,555 | $623,515,401 | +$62,308,846 | +11.10% | |
| Wells Fargo & Company/Mn | 0.10% | 2,688,107 | $495,364,426 | $550,363,027 | +$54,998,601 | +11.10% | |
| Royal Bank Of Canada | 0.08% | 2,421,695 | $446,269,000 | $495,817,834 | +$49,548,834 | +11.10% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.15% | 1,626,649 | $299,758,878 | $333,040,116 | +$33,281,238 | +11.10% | |
| Ubs Group Ag | 0.05% | 1,465,381 | $270,040,411 | $300,022,106 | +$29,981,695 | +11.10% | |
| Stephens Group Asset Management, Llc | 13.66% | 1,223,159 | $241,696,218 | $250,429,574 | +$8,733,356 | +3.61% | |
| Envestnet Asset Management Inc | 0.06% | 1,219,545 | $240,976,715 | $249,689,643 | +$8,712,928 | +3.62% | |
| Pnc Financial Services Group, Inc. | 0.15% | 1,243,751 | $229,198,504 | $254,645,580 | +$25,447,076 | +11.10% | |
| Fmr Llc | 0.01% | 1,108,677 | $204,306,939 | $226,990,529 | +$22,683,590 | +11.10% | |
| Lpl Financial Llc | 0.05% | 1,093,935 | $201,590,394 | $223,972,252 | +$22,381,858 | +11.10% | |
| Moneta Group Investment Advisors Llc | 1.51% | 1,090,118 | $200,886,943 | $223,190,759 | +$22,303,816 | +11.10% | |
| Northwestern Mutual Wealth Management Co | 0.12% | 1,045,730 | $192,706,941 | $214,102,760 | +$21,395,819 | +11.10% | |
| Orgel Wealth Management, Llc | 3.60% | 961,906 | $190,072,693 | $196,940,634 | +$6,867,941 | +3.61% | |
| Ameriprise Financial Inc | 0.04% | 882,986 | $162,697,140 | $180,782,554 | +$18,085,414 | +11.12% | |
| Raymond James Financial Inc | 0.04% | 720,227 | $132,723,382 | $147,459,276 | +$14,735,894 | +11.10% | |
| Stifel Financial Corp | 0.12% | 703,107 | $129,569,954 | $143,954,127 | +$14,384,173 | +11.10% | |
| Focus Partners Wealth | 0.14% | 683,834 | $126,017,044 | $140,008,173 | +$13,991,129 | +11.10% | |
| Osaic Holdings, Inc. | 0.18% | 659,620 | $121,620,962 | $135,050,599 | +$13,429,637 | +11.04% | |
| Vantagepoint Investment Advisers Llc | 0.96% | 612,122 | $112,801,842 | $125,325,858 | +$12,524,016 | +11.10% | |
| Mariner, Llc | 0.13% | 603,456 | $111,158,540 | $123,551,581 | +$12,393,041 | +11.15% | |
| Sym Financial Corp | 10.44% | 567,194 | $104,522,424 | $116,127,300 | +$11,604,876 | +11.10% | |
| Waverly Advisors, Llc | 0.73% | 529,934 | $97,656,256 | $108,498,687 | +$10,842,431 | +11.10% | |
| Us Bancorp \De\ | 0.11% | 505,528 | $93,176,576 | $103,501,803 | +$10,325,227 | +11.08% | |
| Commonwealth Equity Services, Llc | 0.10% | 409,752 | $80,967,000 | $83,892,624 | +$2,925,624 | +3.61% | |
| Creative Planning | 0.05% | 433,705 | $79,923,157 | $88,796,762 | +$8,873,605 | +11.10% | |
| Cetera Investment Advisers | 0.08% | 424,294 | $78,188,933 | $86,869,954 | +$8,681,021 | +11.10% | |
| Rodgers & Associates, Ltd | 6.70% | 373,683 | $73,839,667 | $76,507,857 | +$2,668,190 | +3.61% | |
| Rockefeller Capital Management L.P. | 0.13% | 399,175 | $73,559,979 | $81,727,090 | +$8,167,111 | +11.10% | |
| Truist Financial Corp | 0.08% | 339,843 | $67,152,934 | $69,579,456 | +$2,426,522 | +3.61% | |
| Avior Wealth Management, Llc | 1.74% | 335,783 | $66,331,129 | $68,748,211 | +$2,417,082 | +3.64% | |
| Mcadam, Llc | 2.94% | 353,982 | $65,231,797 | $72,474,275 | +$7,242,478 | +11.10% | |
| Everhart Financial Group, Inc. | 4.05% | 319,994 | $63,230,730 | $65,515,572 | +$2,284,842 | +3.61% | |
| Krilogy Financial Llc | 1.80% | 308,154 | $60,891,213 | $63,091,450 | +$2,200,237 | +3.61% | |
| Hightower Advisors, Llc | 0.06% | 326,802 | $60,226,939 | $66,909,441 | +$6,682,502 | +11.10% | |
| Berman Mcaleer Llc | 6.97% | 304,687 | $60,206,224 | $62,381,616 | +$2,175,392 | +3.61% | |
| Cwm, Llc | 0.14% | 290,862 | $53,600,015 | $59,551,086 | +$5,951,071 | +11.10% | |
| Inspirion Wealth Advisors, Llc | 5.95% | 262,126 | $51,966,545 | $53,667,677 | +$1,701,132 | +3.27% | |
| Trust Co | 4.64% | 260,508 | $51,476,363 | $53,336,408 | +$1,860,045 | +3.61% | |
| Corient Private Wealth Llc | 0.07% | 275,034 | $50,616,911 | $56,310,461 | +$5,693,550 | +11.25% | |
| Cibc Bancorp Usa Inc. | 0.07% | 274,908 | $50,436,094 | $56,284,664 | +$5,848,570 | +11.60% | |
| Equitable Holdings, Inc. | 0.31% | 283,898 | $48,840,621 | $58,125,277 | +$9,284,656 | +19.01% | |
| Kestra Advisory Services, Llc | 0.16% | 246,711 | $48,750,035 | $50,511,610 | +$1,761,575 | +3.61% | |
| Mml Investors Services, Llc | 0.12% | 241,730 | $44,546,039 | $49,491,800 | +$4,945,761 | +11.10% | |
| Hub Investment Partners, Llc | 0.81% | 223,312 | $44,126,492 | $45,720,899 | +$1,594,407 | +3.61% | |
| Benjamin Edwards Inc | 0.40% | 219,953 | $43,471,686 | $45,033,177 | +$1,561,491 | +3.59% | |
| Marotta Asset Management | 7.13% | 216,004 | $42,822,793 | $44,224,659 | +$1,401,866 | +3.27% |
Frequently asked questions about VOE
Who owns the most VOE stock?
The largest holders of VOE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD MID-CAP VALUE ETF (VOE).
Is VOE widely held by superinvestors?
Many widely followed stocks like VOE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VOE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.