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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 %
EF
326
Empirical Finance
Pennsylvania
$2.17M – – –
PFS
327
Prospera Financial Services
Texas
$2.15M +$221K +1,345 +11%
AQR Capital Management
328
AQR Capital Management
Connecticut
$2.13M +$669K +4,065 +46%
SWA
329
Stratos Wealth Advisors
Ohio
$2.11M -$420K -2,554 -17%
WA
330
Wambolt & Associates
Colorado
$2.08M -$103K -621 -5%
ANTB
331
AMG National Trust Bank
Colorado
$2.07M -$4.93K -30 -0.2%
GFL
332
Granite FO LLC
New Hampshire
$2.05M – – –
AAS
333
Ameritas Advisory Services
Nebraska
$2.05M -$245K -1,492 -11%
SB
334
Simmons Bank
Arkansas
$2.03M -$198K -1,207 -9%
SWM
335
Sagace Wealth Management
Florida
$1.99M -$43.7K -266 -2%
SWM
336
SilverOak Wealth Management
Minnesota
$1.98M -$19.1K -116 -1%
UF
337
Univest Financial
Pennsylvania
$1.98M +$28.8K +175 +1%
PFA
338
Pathway Financial Advisors
Vermont
$1.95M – – –
Financial Engines Advisors
339
Financial Engines Advisors
California
$1.94M +$987 +6 +0.1%
MFF
340
Michels Family Financial
Texas
$1.92M +$19.2K +117 +1%
CFSG
341
Clark Financial Services Group
Missouri
$1.9M -$61.2K -372 -3%
IFA
342
Index Fund Advisors
California
$1.89M – – –
RCM
343
RMR Capital Management
California
$1.87M -$603K -3,669 -24%
NB
344
Nicolet Bankshares
Wisconsin
$1.87M +$435K +2,647 +30%
Wellington Management Group
345
Wellington Management Group
Massachusetts
$1.83M – – –
IWM
346
Inlight Wealth Management
Georgia
$1.81M +$1.09M +6,656 +153%
MWM
347
Meridian Wealth Management
Kentucky
$1.81M -$258K -1,573 -13%
BP
348
Ballentine Partners
Massachusetts
$1.81M – – –
MG
349
Mather Group
Illinois
$1.8M +$14.6K +89 +0.8%
BSHC
350
Breed's Hill Capital
Massachusetts
$1.8M – – –
12 13
14
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