VANGUARD MID-CAP VALUE ETF

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VOE·922908512·US·ETF·Unknown - Unknown

VOE (VANGUARD MID-CAP VALUE ETF) is held by 125 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($965.6M), EP Wealth Advisors, LLC ($887M), ASSETMARK, INC ($874.7M). Net institutional sentiment: Mixed.

125

Holders

(20 Elite)

$9.4B

Total Value

61% (121)

Consensus

74 buying - 47 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)79

Insider (Form 4)51

Activist (13D/13G)76

Congressional (STOCK Act)47

Holder Quality

29

★★★★★

Elite

17

★★★★

Strong

37

★★★

Solid

75

★★

Below

18

★

Weak

Held by 125 funds

20 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for VOE.

Top Holders

Top Holders (125)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4.9M(+2.7%)	$965.6M	0.1%	+41.42%	33
EP Wealth Advisors, LLC	Increased	4.5M(+8.4%)	$887M	3.4%	+24.23%	63
ASSETMARK, INC	Increased	4.4M(+2.2%)	$874.7M	1.5%	+64.53%	51
JONES FINANCIAL COMPANIES LLLP	Increased	3.4M(+7.8%)	$672M	0.3%	+70.66%	41
BANK OF AMERICA CORP /DE/	Increased	3.1M(+2.4%)	$616.3M	0.0%	+31.47%	32
WELLS FARGO & COMPANY/MN	Increased	2.7M(+1.4%)	$538.7M	0.1%	+53.70%	32
ROYAL BANK OF CANADA	Decreased	2.3M(-5.9%)	$450.2M	0.1%	+31.35%	0
UBS Group AG	Increased	1.5M(+4.9%)	$303.8M	0.0%	+84.68%	32
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1.4M(-1.5%)	$284.4M	0.1%	+93.21%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.2M(+1.2%)	$241M	0.1%	+92.38%	31
LPL Financial LLC	Increased	1.2M(+6.2%)	$229.5M	0.1%	+75.59%	33
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	1.1M(+4.2%)	$224.4M	1.7%	+43.37%	50
FMR LLC	Increased	1.1M(+0.6%)	$220.5M	0.0%	+28.56%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.1M(+6.1%)	$219.2M	0.1%	+64.01%	39
AMERIPRISE FINANCIAL INC	Decreased	753,590(-14.7%)	$148.9M	0.0%	+79.86%	0
STIFEL FINANCIAL CORP	Increased	739,432(+5.2%)	$146.1M	0.1%	+87.26%	38
RAYMOND JAMES FINANCIAL INC	Increased	730,073(+1.4%)	$144.3M	0.0%	+28.83%	31
OSAIC HOLDINGS, INC.	Increased	707,246(+7.2%)	$139.8M	0.2%	+31.33%	39
FWFocus Partners Wealth	Decreased	653,694(-4.4%)	$129.2M	0.1%	+33.40%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Increased	626,144(+2.3%)	$123.7M	0.9%	+20.49%	43

Showing 1-20 of 129

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer