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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
NB
351
Nicolet Bankshares
Wisconsin
$1.87M +$419K +2,647 +30%
Wellington Management Group
352
Wellington Management Group
Massachusetts
$1.83M
IWM
353
Inlight Wealth Management
Georgia
$1.81M +$1.05M +6,656 +153%
MWM
354
Meridian Wealth Management
Kentucky
$1.81M -$249K -1,573 -13%
BP
355
Ballentine Partners
Massachusetts
$1.81M
MG
356
Mather Group
Illinois
$1.8M +$14.1K +89 +0.8%
BSHC
357
Breed's Hill Capital
Massachusetts
$1.8M
PFM
358
Phillips Financial Management
Indiana
$1.79M
WTFG
359
Wells Trecaso Financial Group
Ohio
$1.78M +$5.38K +34 +0.3%
NWAG
360
Net Worth Advisory Group
Utah
$1.77M +$1.21M +7,672 +248%
ATC
361
Argent Trust Co
Tennessee
$1.76M -$217K -1,370 -11%
GRP
362
Global Retirement Partners
California
$1.76M +$1.69M +10,702 New
PCIA
363
Prime Capital Investment Advisors
Kansas
$1.76M -$568K -3,589 -25%
SFG
364
Sterling Financial Group
California
$1.73M
SAG
365
SageView Advisory Group
California
$1.73M -$567K -3,582 -26%
FFN
366
Focus Financial Network
Minnesota
$1.73M -$84.1K -531 -5%
Wealthfront Advisers
367
Wealthfront Advisers
California
$1.73M -$328K -2,071 -16%
SCA
368
STALEY CAPITAL ADVISERS
Pennsylvania
$1.69M
CWM
369
Cornerstone Wealth Management
Missouri
$1.68M +$185K +1,168 +13%
MCM
370
Mainstream Capital Management
California
$1.68M -$4.91K -31 -0.3%
WT
371
Whittier Trust
California
$1.66M -$61.9K -391 -4%
CAG
372
Csenge Advisory Group
Florida
$1.66M -$70.8K -447 -4%
MFG
373
MidWestOne Financial Group
Iowa
$1.65M -$95.5K -603 -6%
WDL
374
Well Done LLC
Michigan
$1.65M +$21.4K +135 +1%
AUB
375
Atlantic Union Bankshares
Virginia
$1.65M -$10.4K -66 -0.7%

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.