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
BAM
501
Belpointe Asset Management
Nevada
$887K -$581K -3,672 -41%
FCA
502
Fortis Capital Advisors
Kansas
$887K -$581K -3,672 -41%
EFS
503
Essex Financial Services
Connecticut
$885K +$33.7K +213 +4%
CFG
504
Citizens Financial Group
Rhode Island
$883K
GIA
505
GHP Investment Advisors
Colorado
$879K -$1.74K -11 -0.2%
WMA
506
William Mack & Associates
Michigan
$875K -$158K -997 -16%
CCB
507
Country Club Bank
Missouri
$875K
Kovitz Investment Group Partners
508
Kovitz Investment Group Partners
Illinois
$874K +$104K +658 +14%
JWA
509
JFS Wealth Advisors
Pennsylvania
$871K
RFS
510
Retirement Financial Solutions
Tennessee
$868K
LG
511
LAM Group
Oregon
$868K
NFW
512
Noble Family Wealth
Florida
$866K +$29.9K +189 +4%
AA
513
Ancora Advisors
Ohio
$864K -$48K -303 -5%
TPA
514
Trivium Point Advisory
Connecticut
$860K -$625K -3,946 -43%
IF
515
Ironwood Financial
Arizona
$855K
FA
516
FC Advisory
Pennsylvania
$853K -$49.1K -310 -6%
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$840K -$8.71K -55 -1%
LAM
518
L2 Asset Management
Massachusetts
$839K +$807K +5,099 New
PB
519
Pinnacle Bancorp
Nebraska
$838K -$3.17K -20 -0.4%
FFA
520
Farther Finance Advisors
California
$835K -$154K -972 -16%
NSIM
521
North Star Investment Management
Illinois
$832K
AWA
522
Aaron Wealth Advisors
Illinois
$832K
BI
523
Berkeley Inc
Idaho
$830K -$29.3K -185 -4%
GIM
524
Goelzer Investment Management
Indiana
$826K +$320K +2,018 +67%
FNBT
525
FineMark National Bank & Trust
Florida
$821K -$48.3K -305 -6%

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.