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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
PPW
576
Pasadena Private Wealth
California
$671K +$4.75K +30 +0.7%
CF
577
Centaurus Financial
California
$669K -$792 -5 -0.1%
CP
578
Creekside Partners
California
$659K
Envestnet Portfolio Solutions
579
Envestnet Portfolio Solutions
Illinois
$659K -$119K -754 -16%
TI
580
Truepoint Inc
Ohio
$655K -$121K -762 -16%
EFL
581
ERn Financial LLC
Wisconsin
$649K -$16.3K -103 -3%
KW
582
Keyvantage Wealth
Pennsylvania
$647K -$45.4K -287 -7%
IAG
583
Investmark Advisory Group
Connecticut
$640K
AllianceBernstein
584
AllianceBernstein
Tennessee
$638K +$15.8K +100 +3%
FMWA
585
Forvis Mazars Wealth Advisors
Missouri
$635K +$5.22K +33 +0.9%
MWM
586
MorganRosel Wealth Management
Colorado
$629K +$80.9K +511 +15%
RIS
587
Richmond Investment Services
Wisconsin
$623K +$283K +1,788 +89%
HNB
588
Huntington National Bank
Ohio
$614K
NFG
589
Nations Financial Group
Iowa
$612K -$38.6K -244 -6%
GAM
590
Gotham Asset Management
New York
$609K +$150K +948 +34%
CWM
591
Collaborative Wealth Management
Florida
$604K -$33.7K -213 -5%
AL
592
Aspiriant LLC
California
$604K
VIPI
593
Vista Investment Partners II
Indiana
$603K +$581K +3,668 New
CWM
594
Copia Wealth Management
Oregon
$600K +$27.1K +171 +5%
YWS
595
Yarger Wealth Strategies
Ohio
$599K
MFS
596
McNamara Financial Services
Massachusetts
$598K -$17.4K -110 -3%
KFI
597
Key Financial Inc
Pennsylvania
$598K +$2.53K +16 +0.4%
PI
598
PFG Investments
New York
$594K -$49.1K -310 -8%
RCAG
599
Rehmann Capital Advisory Group
Michigan
$585K -$32.5K -205 -5%
ONSWM
600
Old North State Wealth Management
North Carolina
$584K +$39.4K +249 +8%

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.