VOE Institutional Ownership
Vanguard Morningstar Mid-Cap Value ETF
1W: -0.4%
1M: -4.5%
3M: -1.0%
YTD: +10.6%
1Y: +13.7%
3Y: +58.6%
5Y: +52.6%
$197.99
+0.69 (+0.35%)
Weekly Expected Move ±1.3%
$193
$195
$198
$201
$203
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VOE
1,306
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
14B
Total Invested
96
New Positions
468
Increased
478
Reduced
58
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1372 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,886,722 | $968M | +128,320 | +2.7% | 60Q | SEC ↗ |
| 2 | EP Wealth Advisors, LLC | 4,488,689 | $889M | +348,651 | +8.4% | 3Q | SEC ↗ |
| 3 | ASSETMARK, INC | 4,426,816 | $876M | +93,434 | +2.2% | 52Q | SEC ↗ |
| 4 | Betterment LLC | 3,506,826 | $694M | -235,055 | -6.3% | 47Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 3,377,503 | $669M | +244,414 | +7.8% | 26Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 3,119,048 | $618M | +73,647 | +2.4% | 15Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 2,726,390 | $540M | +38,283 | +1.4% | 78Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 2,278,495 | $451M | -143,200 | -5.9% | 67Q | SEC ↗ |
| 9 | UBS Group AG | 1,537,314 | $304M | +71,933 | +4.9% | 47Q | SEC ↗ |
| 10 | PNC Financial Services Group, Inc. | 1,439,048 | $285M | -22,111 | -1.5% | 15Q | SEC ↗ |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 1,386,013 | $274M | -240,636 | -14.8% | 2Q | SEC ↗ |
| 12 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,223,159 | $242M | +2,020 | +0.2% | 27Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,219,545 | $241M | +14,204 | +1.2% | 64Q | SEC ↗ |
| 14 | LPL Financial LLC | 1,161,630 | $230M | +67,695 | +6.2% | 54Q | SEC ↗ |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,135,535 | $225M | +45,417 | +4.2% | 40Q | SEC ↗ |
| 16 | FMR LLC | 1,115,744 | $221M | +7,067 | +0.6% | 66Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,109,433 | $220M | +63,703 | +6.1% | 75Q | SEC ↗ |
| 18 | Orgel Wealth Management, LLC | 961,906 | $190M | +62,816 | +7.0% | 21Q | SEC ↗ |
| 19 | Wellspring Financial Advisors, LLC | 783,898 | $155M | -209 | -0.0% | 26Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 753,590 | $149M | -129,396 | -14.7% | 16Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 739,432 | $146M | +36,321 | +5.2% | 49Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 730,073 | $145M | +9,846 | +1.4% | 7Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 707,246 | $140M | +47,626 | +7.2% | 26Q | SEC ↗ |
| 24 | Focus Partners Wealth | 653,694 | $129M | -30,140 | -4.4% | 11Q | SEC ↗ |
| 25 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 626,144 | $124M | +14,022 | +2.3% | 4Q | SEC ↗ |
| 26 | Mariner, LLC | 617,452 | $122M | +13,996 | +2.3% | 40Q | SEC ↗ |
| 27 | SYM FINANCIAL Corp | 569,031 | $113M | +1,837 | +0.3% | 15Q | SEC ↗ |
| 28 | Waverly Advisors, LLC | 518,803 | $103M | -11,131 | -2.1% | 55Q | SEC ↗ |
| 29 | US BANCORP \DE | 504,063 | $100M | -1,465 | -0.3% | 67Q | SEC ↗ |
| 30 | Creative Planning | 465,241 | $92M | +31,536 | +7.3% | 59Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 419,517 | $83M | -4,777 | -1.1% | 43Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 409,752 | $81M | +8,160 | +2.0% | 35Q | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 397,700 | $79M | -1,475 | -0.4% | 28Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 383,149 | $76M | -827 | -0.2% | 42Q | SEC ↗ |
| 35 | McAdam, LLC | 382,832 | $76M | +28,850 | +8.2% | 24Q | SEC ↗ |
| 36 | Rodgers & Associates, LTD | 373,683 | $74M | -685 | -0.2% | 23Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 339,843 | $67M | -2,058 | -0.6% | 52Q | SEC ↗ |
| 38 | Avior Wealth Management, LLC | 335,783 | $66M | -192,442 | -36.4% | 51Q | SEC ↗ |
| 39 | Everhart Financial Group, Inc. | 319,994 | $63M | +256,595 | +404.7% | 23Q | SEC ↗ |
| 40 | HighTower Advisors, LLC | 313,253 | $62M | -13,549 | -4.1% | 22Q | SEC ↗ |
| 41 | Krilogy Financial LLC | 308,154 | $61M | +8,552 | +2.9% | 44Q | SEC ↗ |
| 42 | Berman McAleer LLC | 304,687 | $60M | -1,482 | -0.5% | 4Q | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 296,030 | $59M | +21,122 | +7.7% | 2Q | SEC ↗ |
| 44 | CWM, LLC | 290,862 | $58M | +18,571 | +6.8% | 18Q | SEC ↗ |
| 45 | Corient Private Wealth LP | 269,444 | $53M | -5,590 | -2.0% | 15Q | SEC ↗ |
| 46 | INSPIRION WEALTH ADVISORS, LLC | 262,126 | $52M | -3,448 | -1.3% | 25Q | SEC ↗ |
| 47 | Trust Co | 260,508 | $52M | -482 | -0.2% | 20Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 248,798 | $49M | +7,068 | +2.9% | 37Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 246,711 | $49M | +82,471 | +50.2% | 24Q | SEC ↗ |
| 50 | 1832 Asset Management L.P. | 231,852 | $46M | — | +0.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Shah Wealth Advisors, LLC | 136,988 | $27M |
| Copper Harbor Investment Advisors, | 48,876 | $10M |
| Highland Investment Advisors LLC | 40,072 | $8M |
| Advisory Resource Group | 32,922 | $7M |
| J.W. COLE ADVISORS, INC. | 32,336 | $6M |
| Global Retirement Partners, LLC | 27,790 | $6M |
| PALLADIEM, LLC | 20,601 | $4M |
| TritonPoint Partners, LLC | 17,605 | $3M |
| RM Financial Services, LLC | 17,282 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,911 | $3M |
| Nuveen, LLC | 14,728 | $3M |
| XTX Topco Ltd | 12,011 | $2M |
| Veratis Advisors, Inc. | 11,227 | $2M |
| Lynx Investment Advisory | 9,200 | $2M |
| TRUST CO OF VERMONT | 8,717 | $2M |
| Tidal Investments LLC | 7,370 | $1M |
| FIDUCIENT ADVISORS LLC | 7,043 | $1M |
| Nvest Financial, LLC | 5,318 | $1M |
| Carolina Wealth Management Inc | 5,136 | $1M |
| Trailhead Planners LLC | 3,729 | $738K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PICTON MAHONEY ASSET MANAGEMENT | 547,312 | $108M |
| AXXCESS WEALTH MANAGEMENT, LLC | 54,616 | $11M |
| Ridgepath Capital Management LLC | 53,273 | $11M |
| Sollinda Capital Management LLC | 48,766 | $10M |
| Vestmark Advisory Solutions, Inc. | 34,245 | $7M |
| SOL Capital Management CO | 29,163 | $6M |
| Northwest & Ethical Investments L.P | 22,392 | $4M |
| Q3 Asset Management | 20,909 | $4M |
| FLOW TRADERS U.S. LLC | 18,790 | $4M |
| Westwood Wealth Management | 15,525 | $3M |
| Leading Edge Financial Planning LLC | 13,260 | $3M |
| Financial Management Professionals, | 11,994 | $2M |
| Centennial Advisors, LLC | 10,979 | $2M |
| Baer Investment Advisory LLC | 9,869 | $2M |
| Kovack Advisors, Inc. | 7,086 | $1M |
| D. E. Shaw & Co., Inc. | 4,456 | $882K |
| Calamos Advisors LLC | 4,412 | $874K |
| Independent Advisor Alliance | 4,326 | $857K |
| Pacific Excel Wealth Advisors, Inc. | 4,150 | $822K |
| Integrated Advisors Network LLC | 4,048 | $801K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EP Wealth Advisors, LLC | +348,651 | +8.4% | 4,488,689 |
| Everhart Financial Group, Inc. | +256,595 | +404.7% | 319,994 |
| JONES FINANCIAL COMPANIES LLLP | +244,414 | +7.8% | 3,377,503 |
| MORGAN STANLEY | +128,320 | +2.7% | 4,886,722 |
| ASSETMARK, INC | +93,434 | +2.2% | 4,426,816 |
| Kestra Advisory Services, LLC | +82,471 | +50.2% | 246,711 |
| BANK OF AMERICA CORP /DE | +73,647 | +2.4% | 3,119,048 |
| UBS Group AG | +71,933 | +4.9% | 1,537,314 |
| LPL Financial LLC | +67,695 | +6.2% | 1,161,630 |
| Savant Capital, LLC | +65,504 | +295.1% | 87,703 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +63,703 | +6.1% | 1,109,433 |
| Orgel Wealth Management, LLC | +62,816 | +7.0% | 961,906 |
| OSAIC HOLDINGS, INC. | +47,626 | +7.2% | 707,246 |
| WELLINGTON MANAGEMENT GROUP LLP | +47,027 | +423.2% | 58,139 |
| Ellevest, Inc. | +46,885 | +264.2% | 64,629 |
| MONETA GROUP INVESTMENT ADVISORS LL | +45,417 | +4.2% | 1,135,535 |
| WELLS FARGO & COMPANY/MN | +38,283 | +1.4% | 2,726,390 |
| STIFEL FINANCIAL CORP | +36,321 | +5.2% | 739,432 |
| Qube Research & Technologies Ltd | +35,495 | +162.1% | 57,396 |
| Cambridge Investment Research Advis | +34,569 | +31.6% | 144,016 |