§ EQUITY
USDVOE
VNGRD MRNGSTR MD-CAP VAL ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
563 increased/new, 427 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 4.8M | 0.1% | n/a |
| ASSETMARK, INC | 4.3M | 1.6% | −4% |
| EP Wealth Advisors, LLC | 4.1M | 3.8% | +6% |
| JONES FINANCIAL COMPANIES LLLP | 3.1M | 0.3% | +19% |
| Bank of America Corp | 3.0M | 0.0% | −2% |
| Wells Fargo & Company | 2.7M | n/a | −1% |
◇ AC INTELLIGENCE
Top institutional owners for VOE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER69.8% · 1,112 holders
DEALER / BANK25.1% · 70 holders
QUALITY / COMPOUNDER3.4% · 12 holders
INCOME / DEFENSIVE1.5% · 8 holders
PASSIVE / INDEX0.1% · 4 holders
SYSTEMATIC / QUANT0.1% · 2 holders
TACTICAL / MACRO0.0% · 2 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VOE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VOE yet.