VOE icon

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 %
LG
501
LAM Group
Oregon
$868K – – –
NFW
502
Noble Family Wealth
Florida
$866K +$31.1K +189 +4%
AA
503
Ancora Advisors
Ohio
$864K -$49.8K -303 -5%
TPA
504
Trivium Point Advisory
Connecticut
$860K -$649K -3,946 -43%
IF
505
Ironwood Financial
Arizona
$855K – – –
FA
506
FC Advisory
Pennsylvania
$853K -$51K -310 -6%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$840K -$9.05K -55 -1%
LAM
508
L2 Asset Management
Massachusetts
$839K +$839K +5,099 New
PB
509
Pinnacle Bancorp
Nebraska
$838K -$3.29K -20 -0.4%
FFA
510
Farther Finance Advisors
California
$835K -$160K -972 -16%
NSIM
511
North Star Investment Management
Illinois
$832K – – –
AWA
512
Aaron Wealth Advisors
Illinois
$832K – – –
BI
513
Berkeley Inc
Idaho
$830K -$30.4K -185 -4%
GIM
514
Goelzer Investment Management
Indiana
$826K +$332K +2,018 +67%
FNBT
515
FineMark National Bank & Trust
Florida
$821K -$50.2K -305 -6%
BEAM
516
Baker Ellis Asset Management
Washington
$817K -$115K -700 -12%
LWL
517
Leo Wealth LLC
Texas
$817K +$817K +4,970 New
VT
518
Vise Technologies
New York
$813K +$813K +4,945 New
IWM
519
IHT Wealth Management
Illinois
$813K -$99.5K -605 -11%
SCM
520
Spreng Capital Management
Ohio
$808K +$1.15K +7 +0.1%
FFA
521
Founders Financial Alliance
North Carolina
$806K – – –
GS
522
GWN Securities
Florida
$804K +$281K +1,703 +54%
Legacy Financial Group (Iowa)
523
Legacy Financial Group (Iowa)
Iowa
$804K +$40.5K +246 +5%
CWM
524
Connecticut Wealth Management
Connecticut
$800K – – –
BCM
525
Becker Capital Management
Oregon
$798K -$3.36M -20,336 -81%
19 20
21
22 23