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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 %
ASN
251
Advisory Services Network
Georgia
$3.77M +$248K +1,484 +7%
FOFP
252
Fee-Only Financial Planning
South Carolina
$3.74M +$22.4K +136 +0.6%
SFO
253
Stokes Family Office
Louisiana
$3.71M +$452K +2,750 +14%
SC
254
Savant Capital
Illinois
$3.71M +$276K +1,678 +8%
PCA
255
Prosperity Capital Advisors
Ohio
$3.67M -$478K -2,906 -12%
EF
256
Envision Financial
Wisconsin
$3.63M – – –
BDF
257
Black Diamond Financial
Maryland
$3.56M -$428K -2,603 -11%
IFS
258
Ifrah Financial Services
Arkansas
$3.56M -$41.4K -252 -1%
LL
259
LPWM LLC
Minnesota
$3.53M +$14.8K +90 +0.4%
OC
260
Oppenheimer & Co
New York
$3.52M +$125K +760 +4%
HFRG
261
Houlihan Financial Resource Group
Virginia
$3.51M -$71.3K -430 -2%
GHAM
262
Gilman Hill Asset Management
Connecticut
$3.49M +$2.26M +13,725 +183%
TCMP
263
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.48M +$3.48M +21,135 New
BMWS
264
Brady Martz Wealth Solutions
North Dakota
$3.46M -$91.3K -555 -3%
MOS
265
MGO One Seven
Ohio
$3.45M +$6.58K +40 +0.2%
SHF
266
Stage Harbor Financial
Massachusetts
$3.39M +$22.4K +136 +0.7%
MCM
267
Manchester Capital Management
Vermont
$3.38M -$5.21M -31,675 -61%
BJL
268
Brighton Jones LLC
Washington
$3.37M +$67.3K +409 +2%
MCA
269
MSH Capital Advisors
Arizona
$3.35M +$52.6K +320 +2%
PFG
270
Pinnacle Financial Group
Illinois
$3.35M +$323K +1,964 +11%
SFP
271
Sterling Financial Planning
New Jersey
$3.34M +$111K +674 +3%
GBT
272
Grove Bank & Trust
Florida
$3.26M +$162K +985 +5%
WLIM
273
White Lighthouse Investment Management
Massachusetts
$3.12M +$23.8K +145 +0.8%
VNA
274
Valley National Advisers
Pennsylvania
$3.11M -$12.5K -76 -0.4%
ACA
275
Aptus Capital Advisors
Alabama
$3.09M -$85.8K -522 -3%
9 10
11
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