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Vanguard Mid-Cap Value ETF

1,119 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 94 funds opening new positions, 361 increasing their positions, 386 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.58M

68% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,0931,119 (+26)

3% more capital invested

Capital invested by funds: $10.5B → $10.8B (+$343M)

0.18% more ownership

Funds ownership: 61.36%61.54% (+0.18%)

6% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 386

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
1,119
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
14.73%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.68%
New
94
Increased
361
Reduced
386
Closed
56
Calls
$6.38M
Puts
$1.58M
Net Calls
+$4.8M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
326
Grimes & Company
Massachusetts
$2.29M -$108K -683 -5%
GAI
327
General American Investors
New York
$2.25M
WPA
328
Wealth Preservation Advisors
Tennessee
$2.24M +$46.2K +292 +2%
KWM
329
Kingsview Wealth Management
Oregon
$2.23M +$107K +676 +5%
SVWAG
330
Sound View Wealth Advisors Group
Georgia
$2.19M -$209K -1,319 -9%
EF
331
Empirical Finance
Pennsylvania
$2.17M
PFS
332
Prospera Financial Services
Texas
$2.15M +$213K +1,345 +11%
AQR Capital Management
333
AQR Capital Management
Connecticut
$2.13M +$644K +4,065 +46%
SWA
334
Stratos Wealth Advisors
Ohio
$2.11M -$404K -2,554 -17%
WA
335
Wambolt & Associates
Colorado
$2.08M -$98.3K -621 -5%
ANTB
336
AMG National Trust Bank
Colorado
$2.07M -$4.75K -30 -0.2%
GFL
337
Granite FO LLC
New Hampshire
$2.05M
AAS
338
Ameritas Advisory Services
Nebraska
$2.05M -$236K -1,492 -11%
SB
339
Simmons Bank
Arkansas
$2.03M -$191K -1,207 -9%
SWM
340
Sagace Wealth Management
Florida
$1.99M -$42.1K -266 -2%
SWM
341
SilverOak Wealth Management
Minnesota
$1.98M -$18.4K -116 -1%
UF
342
Univest Financial
Pennsylvania
$1.98M +$27.7K +175 +1%
PFA
343
Pathway Financial Advisors
Vermont
$1.95M
Financial Engines Advisors
344
Financial Engines Advisors
California
$1.94M +$950 +6 +0.1%
VCP
345
Verus Capital Partners
Arizona
$1.93M +$79.5K +502 +4%
MFF
346
Michels Family Financial
Texas
$1.92M +$18.5K +117 +1%
MFG
347
MTM Financial Group
Pennsylvania
$1.9M +$15K +95 +0.8%
CFSG
348
Clark Financial Services Group
Missouri
$1.9M -$58.9K -372 -3%
IFA
349
Index Fund Advisors
California
$1.89M
RCM
350
RMR Capital Management
California
$1.87M -$581K -3,669 -24%

VOE Hedge Fund Activity: Q2 2025 in Review

1,119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2025, worth a combined $10.8B — up 3.3% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new VOE positions and 56 closed out — a net gain of 38 holders — while 361 added to existing stakes and 386 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $57.5M. The largest seller was Royal Bank of Canada, cutting an estimated $83.4M.

  • 1,119 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2025, up from 1,093 in Q1 2025.
  • Funds reported $10.8B of Vanguard Mid-Cap Value ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 94 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2025 and 56 closed out, a net change of +38 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2025 was Osaic Holdings, an estimated $57.5M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2025.