Who owns VOE?
Vanguard Morningstar Mid-Cap Value ETF · Vanguard
1,240 institutions reported holding VOE, worth $14.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VOE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $965.6M | 4,886,722 | +128,320 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $887.0M | 4,488,689 | +348,651 shares |
| Assetmark, Inc. | Concord, CA | $874.7M | 4,426,816 | +93,434 shares |
| Betterment LLC | New York, NY | $692.9M | 3,506,826 | −235,055 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $672.0M | 3,377,503 | +244,414 shares |
| Bank of America Corp. | Charlotte, NC | $616.3M | 3,119,048 | +73,647 shares |
| Wells Fargo & Company | San Francisco, CA | $538.7M | 2,726,390 | +38,283 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $450.2M | 2,278,495 | −143,200 shares |
| UBS Group AG | Zurich, Switzerland | $303.8M | 1,537,314 | +71,933 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $284.4M | 1,439,048 | −22,111 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VOE?
1,240 institutional managers reported holding VOE in Form 13F filings for June 30, 2026, worth $14.5B in total. The largest reported position was held by Morgan Stanley, at $965.6M.
Did institutions buy or sell VOE last quarter?
Reported 13F value rose 9.2% from March 31, 2026, which includes price moves as well as buying and selling. 113 firms reported a new position and 58 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VOE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.