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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 %
RWP
476
RWA Wealth Partners
Massachusetts
$937K – – –
KFP
477
KMG Fiduciary Partners
Ohio
$934K – – –
SIMC
478
Squire Investment Management Company
Utah
$926K – – –
AT
479
American Trust
Kentucky
$919K +$919K +5,590 New
SAI
480
Savvy Advisors Inc
New York
$915K +$331K +2,011 +57%
NW
481
NewEdge Wealth
Pennsylvania
$912K +$103K +614 +13%
TNBTD
482
Trustmark National Bank Trust Department
Mississippi
$907K -$26.1K -159 -3%
KCM
483
Kendall Capital Management
Maryland
$905K +$905K +5,501 New
SFC
484
Strategic Financial Concepts
Texas
$904K -$52.8K -321 -6%
MFA
485
McClarren Financial Advisors
Pennsylvania
$901K +$81.2K +494 +10%
IA
486
IFP Advisors
Florida
$900K -$75.2K -457 -8%
HP
487
Holistic Planning
Texas
$896K +$142K +865 +19%
VP
488
Verisail Partners
Georgia
$895K +$1.81K +11 +0.2%
HWA
489
Heartwood Wealth Advisors
Virginia
$891K – – –
CPW
490
Cove Private Wealth
New York
$889K +$416K +2,528 +88%
TDWM
491
Topel & Distasi Wealth Management
California
$887K – – –
BAM
492
Belpointe Asset Management
Nevada
$887K -$604K -3,672 -41%
FCA
493
Fortis Capital Advisors
Kansas
$887K -$604K -3,672 -41%
EFS
494
Essex Financial Services
Connecticut
$885K +$35K +213 +4%
CFG
495
Citizens Financial Group
Rhode Island
$883K – – –
GIA
496
GHP Investment Advisors
Colorado
$879K -$1.81K -11 -0.2%
CCB
497
Country Club Bank
Missouri
$875K – – –
Kovitz Investment Group Partners
498
Kovitz Investment Group Partners
Illinois
$874K +$109K +658 +14%
JWA
499
JFS Wealth Advisors
Pennsylvania
$871K – – –
RFS
500
Retirement Financial Solutions
Tennessee
$868K – – –
18 19
20
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