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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 %
AIM
401
Acropolis Investment Management
Missouri
$1.38M – – –
ECAM
402
East Coast Asset Management
Massachusetts
$1.37M – – –
MLA
403
My Legacy Advisors
Oregon
$1.33M -$93.9K -558 -7%
RWP
404
Revolve Wealth Partners
New Jersey
$1.32M +$132K +801 +11%
MMPW
405
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$116K +708 +10%
RFC
406
Regions Financial Corp
Alabama
$1.32M +$98K +596 +8%
PD
407
Planning Directions
Pennsylvania
$1.32M -$802K -4,876 -38%
JIC
408
Johnson Investment Counsel
Ohio
$1.31M -$2.63K -16 -0.2%
AF
409
Advisornet Financial
Minnesota
$1.31M +$5.59K +34 +0.4%
SF
410
Synovus Financial
Georgia
$1.31M +$3.63K +22 +0.3%
FNBOMD
411
First National Bank of Mount Dora
Florida
$1.31M – – –
1IA
412
1834 Investment Advisors
Wisconsin
$1.31M -$3.95K -24 -0.3%
SWGC
413
Summit Wealth Group (Colorado)
Colorado
$1.3M +$1.3M +7,870 New
BWM
414
BKM Wealth Management
Wisconsin
$1.3M +$27.3K +166 +2%
FFS
415
Founders Financial Securities
Maryland
$1.29M +$108K +656 +9%
WFA
416
Wellspring Financial Advisors
Ohio
$1.29M -$1.01K -617 -0.1%
TI
417
Tidal Investments
Wisconsin
$1.29M +$1.29M +7,851 New
EWM
418
Evergreen Wealth Management
Michigan
$1.29M -$31.7K -193 -2%
CWA
419
CJM Wealth Advisers
Virginia
$1.27M – – –
HAM
420
Hickory Asset Management
Ohio
$1.27M -$65.1K -396 -5%
RPSA
421
Richard P. Slaughter Associates
Texas
$1.26M -$1.67M -10,137 -57%
BCIM
422
Bishop & Co Investment Management
Pennsylvania
$1.26M +$413K +2,513 +49%
NL
423
NWAM LLC
Washington
$1.26M +$609K +3,626 +94%
EF
424
Elite Financial
Idaho
$1.24M +$123K +732 +11%
FC
425
Forte Capital
New York
$1.24M -$25.5K -155 -2%
15 16
17
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