VOE icon

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 %
SC
376
Scotia Capital
Ontario, Canada
$1.56M – – –
CPA
377
Cardiff Park Advisors
California
$1.55M – – –
PSF
378
Pacific Sun Financial
California
$1.55M -$6.58K -40 -0.4%
SWP
379
Stratos Wealth Partners
Ohio
$1.54M -$84.9K -516 -5%
SHFA
380
SC&H Financial Advisors
Maryland
$1.52M – – –
IAA
381
Ironsides Asset Advisors
North Carolina
$1.51M -$42.4K -258 -3%
BCM
382
Brookstone Capital Management
Illinois
$1.5M -$757K -4,604 -34%
HCM
383
Howland Capital Management
Massachusetts
$1.49M +$331 +2 +0%
GCM
384
Gibraltar Capital Management
Oklahoma
$1.48M +$92.4K +562 +7%
CWM
385
Congress Wealth Management
Massachusetts
$1.47M +$195K +1,185 +15%
JIC
386
Joel Isaacson & Co
New York
$1.46M +$384K +2,336 +36%
LFAS
387
Level Four Advisory Services
Texas
$1.45M -$34.9K -212 -2%
BCI
388
Brinker Capital Investments
Pennsylvania
$1.45M -$237K -1,439 -14%
CIA
389
Choate Investment Advisors
Massachusetts
$1.45M – – –
SCA
390
Snowden Capital Advisors
New York
$1.44M -$72.4K -438 -5%
NFC
391
Northeast Financial Consultants
Connecticut
$1.44M – – –
SI
392
Seeds Investor
New York
$1.44M -$105K -638 -7%
HR
393
Howe & Rusling
New York
$1.43M +$640K +3,892 +81%
ZF
394
Zhang Financial
Michigan
$1.43M +$182K +1,105 +15%
MAFA
395
MJT & Associates Financial Advisory
Minnesota
$1.42M -$15.1K -92 -1%
WFAG
396
Wescott Financial Advisory Group
Pennsylvania
$1.4M -$5.92K -36 -0.4%
CCFM
397
Clear Creek Financial Management
Washington
$1.39M -$163K -992 -10%
PIMG
398
Patriot Investment Management Group
Tennessee
$1.38M – – –
MA
399
MONECO Advisors
Connecticut
$1.38M -$37.7K -229 -3%
MCM
400
MidAtlantic Capital Management
Virginia
$1.38M +$55.8K +339 +4%
14 15
16
17 18