VOE · VANGUARD MID-CAP VALUE INDEX FUND ETF
$208.39
-0.78 (-0.37%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $64,229,877
Total Shares: 325,050
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
82.9%
+35.7 pts
Top 5
99.9%
−0.1 pts
Top 10
100.0%
0.0 pts
HHI
7,098
Highly concentrated+3,540
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
1
Decreased
1
Sold Out
2
Unchanged
1
Holder count:
+2
Institutional value:
+2866.3%
Shares held:
+2666.4%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | +13 | 24 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | −31 | 2,466 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 269,444 | $53,242,134 | |
| Mega CITADEL ADVISORS LLC | 48,786 | $9,640,113 | |
| Mid Parkside Financial Bank & Trust | 2,943 | $581,536 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 1,170 | $231,192 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 5,541 | $1,021,095 | |
| Mid Dakota Wealth Management | 3,484 | $642,031 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VOE | $53,242,134 | 82.89% | 269,444 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VOE | $7,074,080 | 11.01% | 35,800 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VOE | $2,351,440 | 3.66% | 11,900 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank VOE | $581,536 | 0.91% | 2,943 | Shares | 2026-09-04 | |
| Small Range Advisory, LLC VOE | $487,281 | 0.76% | 2,466 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. VOE | $231,192 | 0.36% | 1,170 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VOE | $214,593 | 0.33% | 1,086 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC VOE | $42,879 | 0.07% | 217 | Shares | 2026-08-28 | |
| Small TUCKER ASSET MANAGEMENT LLC VOE | $4,742 | 0.01% | 24 | Shares | 2026-08-27 |