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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
FA
451
FDx Advisors
Illinois
$1.1M -$34.5K -218 -3%
C
452
Croban
Ohio
$1.1M +$52.9K +334 +5%
CFO
453
Callan Family Office
Pennsylvania
$1.1M -$68.6K -433 -6%
MWM
454
Modern Wealth Management
Kansas
$1.09M +$168K +1,059 +19%
SLT
455
St Louis Trust
Missouri
$1.08M +$133K +843 +15%
SFS
456
Sowell Financial Services
Arkansas
$1.07M -$4.28K -27 -0.4%
CFA
457
Cahill Financial Advisors
Minnesota
$1.06M +$58.9K +372 +6%
NSG
458
Nalls Sherbakoff Group
Tennessee
$1.06M +$138K +869 +16%
WTC
459
WhitTier Trust Company
Nevada
$1.06M
VFG
460
Victory Financial Group
Texas
$1.06M -$66K -417 -6%
SW
461
Simplicity Wealth
New Jersey
$1.05M +$809K +5,108 +398%
BB
462
Busey Bank
Illinois
$1.05M +$364K +2,298 +56%
CWM
463
Cadence Wealth Management
Massachusetts
$1.05M -$144K -910 -13%
ST
464
Smithfield Trust
Pennsylvania
$1.04M
GPA
465
Guidance Point Advisors
Massachusetts
$1.02M
FF
466
Friday Financial
Iowa
$1.02M +$131K +825 +15%
GS
467
GTS Securities
New York
$1.01M +$977K +6,168 New
IWA
468
IBEX Wealth Advisors
New Jersey
$1.01M +$973K +6,143 New
CIBC World Market
469
CIBC World Market
Ontario, Canada
$1M +$2.69K +17 +0.3%
MFG
470
Magnus Financial Group
New York
$1M +$19K +120 +2%
OC
471
Opinicus Capital
Florida
$1M -$2.38K -15 -0.2%
TFS
472
Thoroughbred Financial Services
Tennessee
$989K -$172K -1,084 -15%
DI
473
DDFG Inc
California
$988K -$1.11K -7 -0.1%
STA
474
Summit Trail Advisors
New York
$986K +$945K +5,966 New
KA
475
Kovack Advisors
Florida
$981K +$31.5K +199 +3%

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.