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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 %
MWM
576
MorganRosel Wealth Management
Colorado
$629K +$84K +511 +15%
RIS
577
Richmond Investment Services
Wisconsin
$623K +$294K +1,788 +89%
HNB
578
Huntington National Bank
Ohio
$614K -$645K – –
NFG
579
Nations Financial Group
Iowa
$612K -$40.1K -244 -6%
GAM
580
Gotham Asset Management
New York
$609K +$156K +948 +34%
CWM
581
Collaborative Wealth Management
Florida
$604K -$35K -213 -5%
AL
582
Aspiriant LLC
California
$604K – – –
VIPI
583
Vista Investment Partners II
Indiana
$603K +$603K +3,668 New
CWM
584
Copia Wealth Management
Oregon
$600K +$28.1K +171 +5%
YWS
585
Yarger Wealth Strategies
Ohio
$599K – – –
MFS
586
McNamara Financial Services
Massachusetts
$598K -$18.1K -110 -3%
KFI
587
Key Financial Inc
Pennsylvania
$598K +$2.63K +16 +0.4%
PI
588
PFG Investments
New York
$594K -$51K -310 -8%
RCAG
589
Rehmann Capital Advisory Group
Michigan
$585K -$33.7K -205 -5%
ONSWM
590
Old North State Wealth Management
North Carolina
$584K +$41K +249 +8%
LFA
591
Lauterbach Financial Advisors
Texas
$582K – – –
ZBNA
592
Zions Bancorporation, National Association
Utah
$581K – – –
NF
593
Nikulski Financial
Iowa
$577K +$240K +1,462 +71%
CCWM
594
Cassaday & Co Wealth Management
Virginia
$577K -$15.1K -92 -3%
DAS
595
Dynamic Advisor Solutions
Arizona
$576K +$253K +1,540 +78%
AFP
596
Ausdal Financial Partners
Iowa
$575K +$44.2K +269 +8%
WA
597
WP Advisors
California
$574K – – –
LCWP
598
Legacy Capital Wealth Partners
Arkansas
$573K -$7.73K -47 -1%
ECM
599
Evergreen Capital Management
Washington
$570K -$28.9K -175 -5%
SAM
600
S.A. Mason
Michigan
$566K -$6.09K -37 -1%
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