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Public ownership evidence

Vanguard Morningstar Mid-Cap Value ETF (VOE) Ownership Disclosures

Read VOE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-01272$48,177None
Cornerstone Financial Management LLC2026-06-302026-08-29217$42,879None
Cornerstone Financial Management LLC2026-03-312026-08-29217$39,989None
Cornerstone Financial Management LLC2025-12-312026-08-29217$38,489None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,457$876,119None
Corient Private Wealth LP2026-06-302026-08-28269,444$53,242,204None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2824$4,755None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2811$2,035None
Legacy Edge Advisors, LLC2025-09-302026-08-277,956$1,388,958None
Dakota Wealth Management2025-09-302026-08-2723,412$4,087,264None
Dakota Wealth Management2025-12-312026-08-276,225$1,104,110None
Dakota Wealth Management2026-03-312026-08-273,484$642,049None
Rehmann Capital Advisory Group2026-06-302026-08-212,410$476,216None
Bullock Wealth Management Group2026-06-302026-08-20234$46,323None
Kingsview Wealth Management, LLC2026-06-302026-08-2018,584$3,672,164None
Archer Investment Corp2026-06-302026-08-203,339$659,731None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2091,973$18,173,895None
Beacon Pointe Advisors, LLC2026-06-302026-08-19169,698$33,532,374None
Copia Wealth Management2026-06-302026-08-193,440$679,741None
Glenview Trust Co2026-06-302026-08-19343$67,776None
Glenview Trust Co2026-06-302026-08-1929,177$5,765,375None
Jacobs Equity LLC2026-06-302026-08-1811,287$2,230,311None
Legacy Edge Advisors, LLC2025-06-302026-08-186,296$1,035,440None
Legacy Edge Advisors, LLC2025-03-312026-08-186,988$1,121,854None
Legacy Edge Advisors, LLC2024-09-302026-08-186,478$1,086,166None
Legacy Edge Advisors, LLC2024-06-302026-08-185,971$898,218None
Legacy Edge Advisors, LLC2024-03-312026-08-185,707$889,778None
Legacy Edge Advisors, LLC2024-12-312026-08-186,467$1,043,644None
Legacy Edge Advisors, LLC2023-12-312026-08-185,782$838,448None
Strive Financial Group ,LLC2026-06-302026-08-1896$18,970None
WNY Asset Management, LLC2026-06-302026-08-181,021$201,750None
Comprehensive Money Management Services LLC2026-06-302026-08-181,915$378,404None
Caitlin John, LLC2026-06-302026-08-18228$44,964None
Payne Capital Management, LLC2026-06-302026-08-1877,425$15,299,251None
Corient Private Wealth LP2026-06-302026-08-18274,638$54,268,483None
Empowered Funds, LLC2026-06-302026-08-183,040$600,704None
Empowered Funds, LLC2026-06-302026-08-18408$80,621None
Pure Financial Advisors, LLC2026-06-302026-08-1825,222$4,983,802None
Transamerica Financial Advisors, LLC2026-06-302026-08-18680$134,478None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-184,038$798,070None
Nalls Sherbakoff Group, LLC2026-06-302026-08-184,542$897,405None
Nalls Sherbakoff Group, LLC2026-03-312026-08-184,612$849,917None
Equitable Holdings, Inc.2026-06-302026-08-18133,731$26,425,134None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,248$840,000None
Wellington Grp LLC2026-06-302026-08-15630$116,096None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1586$16,994None
Genesis Financial Group, LLC2026-06-302026-08-158,920$1,762,510None
Collaborative Capital Advisors LLC2026-06-302026-08-153,494$690,414None
SVRN Asset Management, LLC2026-06-302026-08-153,460$683,696None
AMERIFLEX GROUP, INC.2026-06-302026-08-1524$4,644None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.