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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
14.71%
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 %
WTC
451
WhitTier Trust Company
Nevada
$1.06M – – –
VFG
452
Victory Financial Group
Texas
$1.06M -$68.6K -417 -6%
SW
453
Simplicity Wealth
New Jersey
$1.05M +$840K +5,108 +398%
BB
454
Busey Bank
Illinois
$1.05M +$378K +2,298 +56%
CWM
455
Cadence Wealth Management
Massachusetts
$1.05M -$150K -910 -13%
ST
456
Smithfield Trust
Pennsylvania
$1.04M – – –
GPA
457
Guidance Point Advisors
Massachusetts
$1.02M – – –
FF
458
Friday Financial
Iowa
$1.02M +$136K +825 +15%
GS
459
GTS Securities
New York
$1.01M +$1.01M +6,168 New
IWA
460
IBEX Wealth Advisors
New Jersey
$1.01M +$1.01M +6,143 New
CIBC World Market
461
CIBC World Market
Ontario, Canada
$1M +$2.8K +17 +0.3%
MFG
462
Magnus Financial Group
New York
$1M +$19.7K +120 +2%
OC
463
Opinicus Capital
Florida
$1M -$2.47K -15 -0.2%
TFS
464
Thoroughbred Financial Services
Tennessee
$989K -$178K -1,084 -15%
DI
465
DDFG Inc
California
$988K -$1.15K -7 -0.1%
STA
466
Summit Trail Advisors
New York
$986K +$986K +5,966 New
KA
467
Kovack Advisors
Florida
$981K +$32.7K +199 +3%
VF
468
Virtu Financial
New York
$969K +$969K +5,890 New
ORC
469
O'Rourke & Company
Massachusetts
$968K -$22.2K -135 -2%
RWM
470
Ritholtz Wealth Management
New York
$967K -$28.3K -172 -3%
TBWA
471
Three Bridge Wealth Advisors
California
$965K -$20.5K -124 -2%
WH
472
Willner & Heller
California
$955K -$256K -1,555 -21%
CHC
473
City Holding Co
West Virginia
$953K -$25.2K -153 -3%
KWA
474
Kingswood Wealth Advisors
California
$943K +$43.6K +265 +5%
NLP
475
Next Level Private
New York
$942K -$6.58K -40 -0.7%
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