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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
AWM
26
Avior Wealth Management
Nebraska
$89M +$532K +3,361 +0.6%
SFC
27
SYM Financial Corp
Indiana
$86.9M +$1.37M +8,640 +2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$78.9M -$8.28M -52,304 -10%
US Bancorp
29
US Bancorp
Minnesota
$76.2M +$7.41M +46,772 +11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$75.6M -$7.24M -45,740 -9%
Creative Planning
31
Creative Planning
Kansas
$74.2M +$553K +3,495 +0.8%
JP Morgan Chase
32
JP Morgan Chase
New York
$63.5M -$1.58M -9,966 -3%
Truist Financial
33
Truist Financial
North Carolina
$61.4M -$244K -1,541 -0.4%
RA
34
Rodgers & Associates
Pennsylvania
$58.9M +$2.88M +18,163 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$53.1M +$6.5M +41,027 +15%
ML
36
McAdam LLC
Pennsylvania
$51M +$2.3M +14,510 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$47.8M +$3.91M +24,691 +9%
EH
38
Equitable Holdings
New York
$47.2M +$2.57M +16,261 +6%
IWA
39
Inspirion Wealth Advisors
Illinois
$47.2M -$396K -2,503 -0.9%
PAG
40
Private Advisor Group
New Jersey
$45.3M +$1.49M +9,398 +4%
TC
41
Trust Company
Kansas
$41.3M +$868K +5,483 +2%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$40.8M +$2.18M +13,791 +6%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$40.7M -$407K -2,568 -1%
MML Investors Services
44
MML Investors Services
Massachusetts
$40.1M -$229K -1,448 -0.6%
KF
45
Krilogy Financial
Missouri
$38.5M +$1.72M +10,857 +5%
SF
46
Summit Financial
New Jersey
$37.5M +$7.83M +49,432 +28%
MAM
47
Marotta Asset Management
Virginia
$36.2M -$2.62M -16,574 -7%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$33.2M +$5.79M +36,565 +22%
KL
49
KWMG LLC
Kansas
$31.5M +$825K +5,209 +3%
CCM
50
Condor Capital Management
New Jersey
$31.3M +$75.7K +478 +0.3%

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.