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
BEAM
526
Baker Ellis Asset Management
Washington
$817K -$111K -700 -12%
LWL
527
Leo Wealth LLC
Texas
$817K +$787K +4,970 New
VT
528
Vise Technologies
New York
$813K +$783K +4,945 New
IWM
529
IHT Wealth Management
Illinois
$813K -$95.8K -605 -11%
SCM
530
Spreng Capital Management
Ohio
$808K +$1.11K +7 +0.1%
FFA
531
Founders Financial Alliance
North Carolina
$806K
GS
532
GWN Securities
Florida
$804K +$270K +1,703 +54%
Legacy Financial Group (Iowa)
533
Legacy Financial Group (Iowa)
Iowa
$804K +$39K +246 +5%
CWM
534
Connecticut Wealth Management
Connecticut
$800K
BCM
535
Becker Capital Management
Oregon
$798K -$3.22M -20,336 -81%
WF
536
Warner Financial
Maryland
$796K -$156K -987 -17%
FHA
537
Flagship Harbor Advisors
Massachusetts
$794K -$2.69K -17 -0.4%
Empower Advisory Group
538
Empower Advisory Group
Colorado
$793K -$3.96K -25 -0.5%
SFG
539
SNS Financial Group
Minnesota
$791K -$158K -1,000 -17%
SFS
540
Summit Financial Strategies
Ohio
$790K +$328K +2,072 +76%
IAN
541
Integrated Advisors Network
Texas
$782K +$91.8K +580 +14%
CD
542
Chapin Davis
Maryland
$781K +$9.5K +60 +1%
CT
543
Colonial Trust
South Carolina
$779K
WI
544
WrapManager Inc
California
$777K +$27.2K +172 +4%
WWA
545
Wingate Wealth Advisors
Massachusetts
$777K
GJIA
546
Glass Jacobson Investment Advisors
Maryland
$770K -$100K -634 -12%
BCA
547
Bay Colony Advisors
Massachusetts
$754K -$51.8K -327 -7%
ETC
548
Exchange Traded Concepts
Oklahoma
$752K +$58.6K +370 +9%
CPRC
549
Consolidated Portfolio Review Corp
New York
$748K -$63.2K -399 -8%
CFGA
550
Cambridge Financial Group (Arizona)
Arizona
$748K -$122K -768 -14%

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.