VOE
Vanguard Mid-Cap Value ETF
1W: -0.1%
1M: +0.3%
3M: -0.4%
YTD: +7.6%
1Y: +18.8%
3Y: +57.4%
5Y: +48.1%
$194.37
+1.75 (+0.91%)
Weekly Expected Move ±1.4%
$185
$188
$191
$193
$196
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VOE
1,290
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
11B
Total Invested
97
New Positions
433
Increased
529
Reduced
143
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1388 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,750,549 | $923M | -4,980 | -0.1% | 12Q | SEC ↗ |
| 2 | ASSETMARK, INC | 4,333,382 | $842M | -191,395 | -4.2% | 13Q | SEC ↗ |
| 3 | EP Wealth Advisors, LLC | 4,140,038 | $805M | +233,942 | +6.0% | 2Q | SEC ↗ |
| 4 | Betterment LLC | 3,741,881 | $727M | -182,729 | -4.7% | 13Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 3,133,089 | $609M | +505,987 | +19.3% | 13Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 3,045,401 | $592M | -76,649 | -2.5% | 13Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 2,704,404 | $526M | +65,370 | +2.5% | 12Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 2,421,695 | $471M | -127,511 | -5.0% | 13Q | SEC ↗ |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 1,626,649 | $316M | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 1,465,381 | $285M | +73,158 | +5.3% | 13Q | SEC ↗ |
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 1,461,159 | $284M | -7,211 | -0.5% | 13Q | SEC ↗ |
| 12 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,221,139 | $237M | +117,119 | +10.6% | 13Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,205,341 | $234M | +70,649 | +6.2% | 13Q | SEC ↗ |
| 14 | FMR LLC | 1,108,677 | $215M | +70,333 | +6.8% | 13Q | SEC ↗ |
| 15 | LPL Financial LLC | 1,093,935 | $213M | +18,692 | +1.7% | 13Q | SEC ↗ |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,090,118 | $212M | +67,163 | +6.6% | 13Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,045,730 | $203M | +45,078 | +4.5% | 13Q | SEC ↗ |
| 18 | Orgel Wealth Management, LLC | 899,090 | $175M | +51,890 | +6.1% | 13Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 882,986 | $172M | -108,674 | -11.0% | 13Q | SEC ↗ |
| 20 | Wellspring Financial Advisors, LLC | 784,107 | $152M | -782 | -0.1% | 13Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 720,227 | $140M | -70,591 | -8.9% | 6Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 703,111 | $137M | -4,935 | -0.7% | 13Q | SEC ↗ |
| 23 | Focus Partners Wealth | 683,834 | $133M | +6,650 | +1.0% | 10Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 659,620 | $128M | +253,910 | +62.6% | 13Q | SEC ↗ |
| 25 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 623,341 | $121M | +23,088 | +3.8% | 2Q | SEC ↗ |
| 26 | Mariner, LLC | 603,456 | $117M | -17,857 | -2.9% | 13Q | SEC ↗ |
| 27 | SYM FINANCIAL Corp | 567,194 | $110M | +8,074 | +1.4% | 13Q | SEC ↗ |
| 28 | Waverly Advisors, LLC | 529,934 | $103M | -12,550 | -2.3% | 13Q | SEC ↗ |
| 29 | Avior Wealth Management, LLC | 528,225 | $103M | -12,601 | -2.3% | 13Q | SEC ↗ |
| 30 | US BANCORP \DE | 505,528 | $98M | +14,694 | +3.0% | 13Q | SEC ↗ |
| 31 | Creative Planning | 433,705 | $84M | -657 | -0.2% | 13Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 424,294 | $82M | +6,196 | +1.5% | 13Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 401,592 | $78M | -26,635 | -6.2% | 13Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 399,175 | $78M | -628,953 | -61.2% | 13Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO | 383,976 | $75M | +1,574 | +0.4% | 13Q | SEC ↗ |
| 36 | Rodgers & Associates, LTD | 374,368 | $73M | -5,437 | -1.4% | 13Q | SEC ↗ |
| 37 | McAdam, LLC | 353,982 | $69M | +6,718 | +1.9% | 13Q | SEC ↗ |
| 38 | TRUIST FINANCIAL CORP | 341,901 | $66M | -44,626 | -11.5% | 13Q | SEC ↗ |
| 39 | HighTower Advisors, LLC | 326,802 | $64M | -2,320 | -0.7% | 13Q | SEC ↗ |
| 40 | Berman McAleer LLC | 306,169 | $60M | +5,680 | +1.9% | 3Q | SEC ↗ |
| 41 | Krilogy Financial LLC | 299,602 | $58M | +1,996 | +0.7% | 13Q | SEC ↗ |
| 42 | Private Advisor Group, LLC | 295,737 | $57M | +1,319 | +0.4% | 13Q | SEC ↗ |
| 43 | CWM, LLC | 290,862 | $57M | +18,571 | +6.8% | 13Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 283,898 | $55M | +17,448 | +6.5% | 13Q | SEC ↗ |
| 45 | Corient Private Wealth LLC | 275,034 | $53M | -275,376 | -50.0% | 13Q | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. NEW | 274,908 | $53M | — | +0.0% | 1Q | SEC ↗ |
| 47 | INSPIRION WEALTH ADVISORS, LLC | 265,574 | $52M | -5,009 | -1.9% | 13Q | SEC ↗ |
| 48 | Trust Co | 260,990 | $51M | +1,889 | +0.7% | 13Q | SEC ↗ |
| 49 | MML INVESTORS SERVICES, LLC | 241,730 | $47M | -790 | -0.3% | 13Q | SEC ↗ |
| 50 | HUB Investment Partners, LLC | 235,927 | $46M | +153,115 | +184.9% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 1,626,649 | $316M |
| CIBC Bancorp USA Inc. | 274,908 | $53M |
| TRB Wealth Management, LLC | 56,897 | $11M |
| Ridgepath Capital Management LLC | 53,273 | $10M |
| Spartan Wealth Advisory Services LL | 48,666 | $9M |
| Empirical Finance, LLC | 26,362 | $5M |
| PARK NATIONAL CORP /OH | 23,154 | $5M |
| Qube Research & Technologies Ltd | 21,901 | $4M |
| KINTRA WEALTH, LLC | 21,282 | $4M |
| Q3 Asset Management | 20,909 | $4M |
| Gateway Wealth Partners, LLC | 19,896 | $4M |
| Talon Private Wealth, LLC | 13,183 | $3M |
| Financial Management Professionals, | 11,994 | $2M |
| Silver Lake Advisory, LLC | 11,924 | $2M |
| Veratis Advisors, Inc. | 11,387 | $2M |
| Legacy Edge Advisors, LLC | 10,564 | $2M |
| VANGUARD ADVISERS INC | 10,416 | $2M |
| Stonegate Management LLC | 10,200 | $2M |
| Baer Investment Advisory LLC | 9,869 | $2M |
| Bristlecone Value Partners, LLC | 8,019 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PICTON MAHONEY ASSET MANAGEMENT | 547,312 | $106M |
| Northwest & Ethical Investments L.P | 44,784 | $9M |
| SOL Capital Management CO | 29,163 | $6M |
| Kingstone Capital Partners Texas, L | 28,896 | $6M |
| J.W. COLE ADVISORS, INC. | 28,641 | $6M |
| BRIGHTON JONES LLC | 23,585 | $5M |
| LifeWealth Investments, LLC | 19,901 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,168 | $4M |
| Westwood Wealth Management | 15,525 | $3M |
| Kovack Advisors, Inc. | 14,172 | $3M |
| TABLEAUX LLC | 10,973 | $2M |
| SCOTIA CAPITAL INC. | 9,487 | $2M |
| HOWLAND CAPITAL MANAGEMENT LLC | 9,042 | $2M |
| Tidal Investments LLC | 8,142 | $2M |
| Peirce Capital Management, LLC | 6,826 | $1M |
| Forefront Analytics, LLC | 6,685 | $1M |
| GTS SECURITIES LLC | 6,168 | $1M |
| KMG FIDUCIARY PARTNERS, LLC | 5,680 | $1M |
| Strategic Financial Concepts, LLC | 5,498 | $1M |
| Verisail Partners, LLC | 5,440 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +505,987 | +19.3% | 3,133,089 |
| OSAIC HOLDINGS, INC. | +253,910 | +62.6% | 659,620 |
| EP Wealth Advisors, LLC | +233,942 | +6.0% | 4,140,038 |
| CIBC Private Wealth Group LLC | +163,771 | +550.5% | 193,521 |
| HUB Investment Partners, LLC | +153,115 | +184.9% | 235,927 |
| STEPHENS GROUP ASSET MANAGEMENT, LL | +117,119 | +10.6% | 1,221,139 |
| UBS Group AG | +73,158 | +5.3% | 1,465,381 |
| ENVESTNET ASSET MANAGEMENT INC | +70,649 | +6.2% | 1,205,341 |
| FMR LLC | +70,333 | +6.8% | 1,108,677 |
| MONETA GROUP INVESTMENT ADVISORS LL | +67,163 | +6.6% | 1,090,118 |
| WELLS FARGO & COMPANY/MN | +65,370 | +2.5% | 2,704,404 |
| Farmers & Merchants Trust Co of Cha | +58,505 | +106.7% | 113,360 |
| FIRST AMERICAN TRUST, FSB | +56,677 | +51.9% | 165,912 |
| IFP Advisors, Inc | +53,600 | +650.5% | 61,840 |
| Orgel Wealth Management, LLC | +51,890 | +6.1% | 899,090 |
| Mesirow Financial Investment Manage | +51,272 | +53.0% | 147,982 |
| FIFTH THIRD BANCORP | +51,160 | +62.8% | 132,621 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +45,078 | +4.5% | 1,045,730 |
| Arax Advisory Partners | +38,843 | +129.8% | 68,776 |
| BLAIR WILLIAM & CO/IL | +37,386 | +26.7% | 177,550 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | -1,667,625 | -96.1% | 67,563 |
| Rockefeller Capital Management L.P. | -628,953 | -61.2% | 399,175 |
| Corient Private Wealth LLC | -275,376 | -50.0% | 275,034 |
| ASSETMARK, INC | -191,395 | -4.2% | 4,333,382 |
| Betterment LLC | -182,729 | -4.7% | 3,741,881 |
| Total Wealth Planning, LLC | -163,500 | -94.3% | 9,877 |
| World Investment Advisors | -133,952 | -49.7% | 135,522 |
| ROYAL BANK OF CANADA | -127,511 | -5.0% | 2,421,695 |
| Falcon Wealth Planning | -118,403 | -75.4% | 38,542 |
| AMERIPRISE FINANCIAL INC | -108,674 | -11.0% | 882,986 |
| NewEdge Advisors, LLC | -99,593 | -50.6% | 97,297 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -96,521 | -39.4% | 148,588 |
| BANK OF AMERICA CORP /DE | -76,649 | -2.5% | 3,045,401 |
| Cresset Asset Management, LLC | -72,123 | -71.0% | 29,431 |
| RAYMOND JAMES FINANCIAL INC | -70,591 | -8.9% | 720,227 |
| SPC Financial, Inc. | -50,890 | -94.6% | 2,895 |
| TRUIST FINANCIAL CORP | -44,626 | -11.5% | 341,901 |
| Align Financial, LLC | -38,449 | -99.4% | 218 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | -33,291 | -64.2% | 18,533 |
| GOLDMAN SACHS GROUP INC | -28,184 | -49.7% | 28,512 |