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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 %
FA
551
Financial Alternatives
California
$724K – – –
CA
552
Clearstead Advisors
Ohio
$714K -$206K -1,254 -22%
SFP
553
Strategic Financial Partners
Oregon
$708K -$20.4K -124 -3%
HB
554
Horizon Bancorp
Indiana
$702K -$1.48K -9 -0.2%
AWA
555
Arkadios Wealth Advisors
Georgia
$702K +$129K +783 +22%
Russell Investments Group
556
Russell Investments Group
United Kingdom
$701K +$304K +1,848 +77%
TPCW
557
TD Private Client Wealth
New York
$701K +$58.7K +357 +9%
UCFA
558
United Capital Financial Advisors
Texas
$689K +$25.5K +155 +4%
HAG
559
HF Advisory Group
Maryland
$685K +$65.3K +397 +11%
CWM
560
Calamos Wealth Management
Illinois
$681K – – –
ODIJL
561
One Day In July LLC
Vermont
$681K +$13.7K +83 +2%
XPN
562
XY Planning Network
Montana
$679K +$679K +4,129 New
PWP
563
Principle Wealth Partners
Connecticut
$679K +$679K +4,126 New
OPAM
564
Ocean Park Asset Management
California
$674K – – –
CWA
565
Crux Wealth Advisors
California
$673K – – –
PPW
566
Pasadena Private Wealth
California
$671K +$4.93K +30 +0.7%
CF
567
Centaurus Financial
California
$669K -$823 -5 -0.1%
CP
568
Creekside Partners
California
$659K – – –
Envestnet Portfolio Solutions
569
Envestnet Portfolio Solutions
Illinois
$659K -$124K -754 -16%
TI
570
Truepoint Inc
Ohio
$655K -$125K -762 -16%
EFL
571
ERn Financial LLC
Wisconsin
$649K -$16.9K -103 -3%
KW
572
Keyvantage Wealth
Pennsylvania
$647K -$47.2K -287 -7%
IAG
573
Investmark Advisory Group
Connecticut
$640K – – –
AllianceBernstein
574
AllianceBernstein
Tennessee
$638K +$16.4K +100 +3%
FMWA
575
Forvis Mazars Wealth Advisors
Missouri
$635K +$5.43K +33 +0.9%
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