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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
GIA
551
Gladstone Institutional Advisory
Florida
$742K -$106K -667 -13%
MF
552
Meridian Financial
Massachusetts
$741K +$23.8K +150 +3%
SAM
553
Synergy Asset Management
Washington
$740K +$152K +960 +27%
NEI
554
Northwest & Ethical Investments
Ontario, Canada
$740K +$713K +4,500 New
First Trust Advisors
555
First Trust Advisors
Illinois
$736K +$122K +771 +21%
RA
556
Rockingstone Advisors
Massachusetts
$734K -$8.71K -55 -1%
PA
557
Prossimo Advisors
California
$733K -$190K -1,197 -21%
AB
558
Atlas Brown
Kentucky
$731K -$56.8K -359 -7%
Citadel Advisors
559
Citadel Advisors
Florida
$731K -$992K -6,263 -58%
TA
560
Tactive Advisors
Florida
$728K +$701K +4,426 New
FA
561
Financial Alternatives
California
$724K
CA
562
Clearstead Advisors
Ohio
$714K -$199K -1,254 -22%
SFP
563
Strategic Financial Partners
Oregon
$708K -$19.6K -124 -3%
HB
564
Horizon Bancorp
Indiana
$702K -$1.43K -9 -0.2%
AWA
565
Arkadios Wealth Advisors
Georgia
$702K +$124K +783 +22%
Russell Investments Group
566
Russell Investments Group
United Kingdom
$701K +$293K +1,848 +77%
TPCW
567
TD Private Client Wealth
New York
$701K +$56.5K +357 +9%
UCFA
568
United Capital Financial Advisors
Texas
$689K +$24.5K +155 +4%
HAG
569
HF Advisory Group
Maryland
$685K +$62.9K +397 +11%
CWM
570
Calamos Wealth Management
Illinois
$681K
ODIJL
571
One Day In July LLC
Vermont
$681K +$13.1K +83 +2%
XPN
572
XY Planning Network
Montana
$679K +$654K +4,129 New
PWP
573
Principle Wealth Partners
Connecticut
$679K +$653K +4,126 New
OPAM
574
Ocean Park Asset Management
California
$674K
CWA
575
Crux Wealth Advisors
California
$673K

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.