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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,098 hedge funds and large institutions have $10.8B invested in Vanguard Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 356 increasing their positions, 379 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
+22
Holders Change %
+2.04%
% of All Funds
14.72%
Holding in Top 10
51
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.56%
% of All Funds
0.68%
New
93
Increased
356
Reduced
379
Closed
53
Calls
$6.38M
Puts
$1.58M
Net Calls
+$4.8M
Net Calls Change
-$1.54M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$54.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$37.7M
3
AssetMark Inc
AssetMark Inc
California
+$26.6M
4
EWA
EP Wealth Advisors
California
+$26.2M
5
Wells Fargo
Wells Fargo
California
+$19.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$51.5M
3
WF
WoodTrust Financial
Wisconsin
-$28.3M
4
Betterment LLC
Betterment LLC
New York
-$26.1M
5
WIA
World Investment Advisors
California
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$4.25M -$34.4K -209 -0.8%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$4.22M +$1.01M +6,147 +31%
CHAM
228
Clear Harbor Asset Management
Connecticut
$4.21M +$188K +1,143 +5%
AAP
229
Arax Advisory Partners
Colorado
$4.2M +$1.88M +11,437 +81%
BRWA
230
B. Riley Wealth Advisors
Florida
$4.2M +$4.2M +25,546 New
Cerity Partners
231
Cerity Partners
New York
$4.19M -$187K -1,134 -4%
JFA
232
JNBA Financial Advisors
Minnesota
$4.17M -$6.25K -38 -0.1%
KFSN
233
Keystone Financial Services (Nebraska)
Nebraska
$4.15M +$127K +771 +3%
DWM
234
Dakota Wealth Management
Florida
$4.12M -$199K -1,209 -5%
AI
235
Atria Investments
North Carolina
$4.11M +$288K +1,751 +8%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$4.09M -$4.96M -30,015 -55%
RC
237
Rovin Capital
Arizona
$4.03M -$57.2K -348 -1%
CL
238
Choreo LLC
Illinois
$4.03M +$204K +1,234 +5%
IA
239
Integrity Alliance
Iowa
$4.01M -$77K -468 -2%
LIA
240
LifePlan Investment Advisors
North Carolina
$4M -$7.24K -44 -0.2%
IFWM
241
Institute for Wealth Management
Colorado
$3.98M +$1.22M +7,408 +44%
GWMR
242
GC Wealth Management RIA
Massachusetts
$3.94M -$429K -2,611 -10%
Bank of New York Mellon
243
Bank of New York Mellon
New York
$3.93M -$1.17M -7,097 -23%
Pathstone Holdings
244
Pathstone Holdings
New Jersey
$3.92M -$871K -5,296 -18%
MSF
245
Mustard Seed Financial
Arkansas
$3.91M +$180K +1,097 +5%
GVAG
246
Great Valley Advisor Group
Delaware
$3.88M -$9.14M -55,562 -70%
ICMM
247
Integrated Capital Management (Michigan)
Michigan
$3.84M +$583K +3,504 +18%
CLGM
248
Capitolis Liquid Global Markets
New York
$3.82M +$3.82M +23,200 New
Renaissance Technologies
249
Renaissance Technologies
New York
$3.82M +$3.82M +23,200 New
TC
250
Tacita Capital
Ontario, Canada
$3.81M +$28.8K +175 +0.8%
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