We are live on ! Find out more
VOE icon

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
VF
476
Virtu Financial
New York
$969K +$933K +5,890 New
ORC
477
O'Rourke & Company
Massachusetts
$968K -$21.4K -135 -2%
RWM
478
Ritholtz Wealth Management
New York
$967K -$27.2K -172 -3%
TBWA
479
Three Bridge Wealth Advisors
California
$965K -$19.6K -124 -2%
PFPT
480
Pinnacle Financial Partners (Tennessee)
Tennessee
$958K +$303K +1,915 +49%
WH
481
Willner & Heller
California
$955K -$246K -1,555 -21%
CHC
482
City Holding Co
West Virginia
$953K -$24.2K -153 -3%
KWA
483
Kingswood Wealth Advisors
California
$943K +$42K +265 +5%
NLP
484
Next Level Private
New York
$942K -$6.33K -40 -0.7%
RWP
485
RWA Wealth Partners
Massachusetts
$937K
KFP
486
KMG Fiduciary Partners
Ohio
$934K
SIMC
487
Squire Investment Management Company
Utah
$926K
AT
488
American Trust
Kentucky
$919K +$885K +5,590 New
SAI
489
Savvy Advisors Inc
New York
$915K +$318K +2,011 +57%
NW
490
NewEdge Wealth
Pennsylvania
$912K +$97.2K +614 +13%
TNBTD
491
Trustmark National Bank Trust Department
Mississippi
$907K -$25.2K -159 -3%
KCM
492
Kendall Capital Management
Maryland
$905K +$871K +5,501 New
SFC
493
Strategic Financial Concepts
Texas
$904K -$50.8K -321 -6%
MFA
494
McClarren Financial Advisors
Pennsylvania
$901K +$78.2K +494 +10%
IA
495
IFP Advisors
Florida
$900K -$72.4K -457 -8%
HP
496
Holistic Planning
Texas
$896K +$137K +865 +19%
VP
497
Verisail Partners
Georgia
$895K +$1.74K +11 +0.2%
HWA
498
Heartwood Wealth Advisors
Virginia
$891K
CPW
499
Cove Private Wealth
New York
$889K +$400K +2,528 +88%
TDWM
500
Topel & Distasi Wealth Management
California
$887K

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.