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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$88.3M +$37.7M +233,911 +75%
SFC
27
SYM Financial Corp
Indiana
$86.9M +$1.42M +8,640 +2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$78.9M -$8.6M -52,304 -10%
US Bancorp
29
US Bancorp
Minnesota
$76.2M +$7.69M +46,772 +11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$75.6M -$7.52M -45,740 -9%
Creative Planning
31
Creative Planning
Kansas
$74.2M +$575K +3,495 +0.8%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$63.5M -$1.64M -9,966 -3%
Truist Financial
33
Truist Financial
North Carolina
$61.4M -$253K -1,541 -0.4%
RA
34
Rodgers & Associates
Pennsylvania
$58.9M +$2.99M +18,163 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$53.1M +$6.75M +41,027 +15%
ML
36
McAdam LLC
Pennsylvania
$51M +$2.39M +14,510 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$47.8M +$4.06M +24,691 +9%
EH
38
Equitable Holdings
New York
$47.2M +$2.67M +16,261 +6%
IWA
39
Inspirion Wealth Advisors
Illinois
$47.2M -$412K -2,503 -0.9%
PAG
40
Private Advisor Group
New Jersey
$45.3M +$1.55M +9,398 +4%
TC
41
Trust Company
Kansas
$41.3M +$902K +5,483 +2%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$40.8M +$2.27M +13,791 +6%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$40.7M -$430K -2,568 -1%
MML Investors Services
44
MML Investors Services
Massachusetts
$40.1M -$238K -1,448 -0.6%
KF
45
Krilogy Financial
Missouri
$38.5M +$1.79M +10,857 +5%
SF
46
Summit Financial
New Jersey
$37.5M +$8.17M +49,432 +28%
MAM
47
Marotta Asset Management
Virginia
$36.2M -$2.73M -16,574 -7%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$33.2M +$6.01M +36,565 +22%
KL
49
KWMG LLC
Kansas
$31.5M +$857K +5,209 +3%
CCM
50
Condor Capital Management
New Jersey
$31.3M +$78.6K +478 +0.3%
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