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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 %
PFM
351
Phillips Financial Management
Indiana
$1.79M – – –
WTFG
352
Wells Trecaso Financial Group
Ohio
$1.78M +$5.59K +34 +0.3%
NWAG
353
Net Worth Advisory Group
Utah
$1.77M +$1.26M +7,672 +248%
ATC
354
Argent Trust Co
Tennessee
$1.76M -$225K -1,370 -11%
GRP
355
Global Retirement Partners
California
$1.76M +$1.76M +10,702 New
PCIA
356
Prime Capital Investment Advisors
Kansas
$1.76M -$590K -3,589 -25%
SFG
357
Sterling Financial Group
California
$1.73M – – –
SAG
358
SageView Advisory Group
California
$1.73M -$607K -3,582 -26%
FFN
359
Focus Financial Network
Minnesota
$1.73M -$87.8K -531 -5%
Wealthfront Advisers
360
Wealthfront Advisers
California
$1.73M -$341K -2,071 -16%
SCA
361
STALEY CAPITAL ADVISERS
Pennsylvania
$1.69M – – –
CWM
362
Cornerstone Wealth Management
Missouri
$1.68M +$192K +1,168 +13%
MCM
363
Mainstream Capital Management
California
$1.68M -$5.1K -31 -0.3%
WT
364
Whittier Trust
California
$1.66M -$64.3K -391 -4%
CAG
365
Csenge Advisory Group
Florida
$1.66M -$72.2K -447 -4%
MFG
366
MidWestOne Financial Group
Iowa
$1.65M -$99.2K -603 -6%
WDL
367
Well Done LLC
Michigan
$1.65M +$22.2K +135 +1%
AUB
368
Atlantic Union Bankshares
Virginia
$1.65M -$10.9K -66 -0.7%
IA
369
Insight Advisors
Pennsylvania
$1.64M -$8.22K -50 -0.5%
LWM
370
Lionshead Wealth Management
New York
$1.62M +$436K +2,635 +37%
TCOV
371
Trust Company of Vermont
Vermont
$1.61M -$231K -1,405 -13%
LI
372
LifeWealth Investments
Florida
$1.61M +$357K +2,172 +28%
REMPR
373
Roof Eidam Maycock Peralta (REMP)
California
$1.6M +$9.87K +60 +0.6%
IC
374
IEQ Capital
California
$1.59M +$62.5K +380 +4%
WFM
375
Wolff Financial Management
Michigan
$1.58M -$5.1K -31 -0.3%
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