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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 %
PCM
426
Parsons Capital Management
Rhode Island
$1.23M -$8.39K -51 -0.7%
CAL
427
Capital Advisors Ltd
Ohio
$1.23M +$22.5K +137 +2%
Lido Advisors
428
Lido Advisors
California
$1.23M +$17.8K +108 +1%
WIA
429
World Investment Advisors
California
$1.22M -$20M -121,238 -94%
MSFS
430
Main Street Financial Solutions
Pennsylvania
$1.22M – – –
SWM
431
Schwallier Wealth Management
Michigan
$1.21M +$149K +906 +14%
OC
432
Oakworth Capital
Alabama
$1.2M – – –
PA
433
Parallel Advisors
California
$1.19M +$793K +4,820 +198%
D
434
Dentgroup
Louisiana
$1.19M -$35.5K -216 -3%
MSA
435
Marino Stram & Associates
Massachusetts
$1.18M +$78.9K +480 +7%
BFA
436
Buttonwood Financial Advisors
Maryland
$1.18M +$88K +535 +8%
IPW
437
Intergy Private Wealth
Colorado
$1.18M +$25.5K +155 +2%
AWP
438
Astra Wealth Partners
New Jersey
$1.16M +$73.5K +447 +7%
CWM
439
Chemistry Wealth Management
New York
$1.16M +$164 +1 +0%
CAM
440
Cozad Asset Management
Illinois
$1.14M +$80.8K +491 +8%
PCM
441
Peirce Capital Management
Texas
$1.12M +$1.12M +6,826 New
AIFAIM
442
American Institute for Advanced Investment Management
Arizona
$1.11M -$2.14K -13 -0.2%
TPW
443
Talon Private Wealth
Florida
$1.11M -$618K -3,756 -36%
FA
444
FDx Advisors
Illinois
$1.1M -$35.9K -218 -3%
C
445
Croban
Ohio
$1.1M +$54.9K +334 +5%
CFO
446
Callan Family Office
Pennsylvania
$1.1M -$71.2K -433 -6%
MWM
447
Modern Wealth Management
Kansas
$1.09M +$174K +1,059 +19%
SLT
448
St Louis Trust
Missouri
$1.08M +$139K +843 +15%
SFS
449
Sowell Financial Services
Arkansas
$1.07M -$4.44K -27 -0.4%
CFA
450
Cahill Financial Advisors
Minnesota
$1.06M +$61.2K +372 +6%
16 17
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