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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
LFA
601
Lauterbach Financial Advisors
Texas
$582K
ZBNA
602
Zions Bancorporation, National Association
Utah
$581K
NF
603
Nikulski Financial
Iowa
$577K +$231K +1,462 +71%
CCWM
604
Cassaday & Co Wealth Management
Virginia
$577K -$14.6K -92 -3%
DAS
605
Dynamic Advisor Solutions
Arizona
$576K +$244K +1,540 +78%
AFP
606
Ausdal Financial Partners
Iowa
$575K +$42.6K +269 +8%
WA
607
WP Advisors
California
$574K
LCWP
608
Legacy Capital Wealth Partners
Arkansas
$573K -$7.44K -47 -1%
ECM
609
Evergreen Capital Management
Washington
$570K -$27.7K -175 -5%
SAM
610
S.A. Mason
Michigan
$566K -$5.86K -37 -1%
CMBA
611
C.M. Bidwell & Associates
Hawaii
$560K -$36.4K -230 -6%
WCM
612
WealthTrak Capital Management
Virginia
$556K -$1.11K -7 -0.2%
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$555K
AMM
614
American Money Management
California
$549K
CRC
615
Curi RMB Capital
Illinois
$549K +$265K +1,675 +102%
QFW
616
QTR Family Wealth
Florida
$548K +$792 +5 +0.2%
AFG
617
Atomi Financial Group
New York
$545K -$373K -2,354 -42%
PCS
618
Private Client Services
Kentucky
$545K -$5.22K -33 -1%
WB
619
WesBanco Bank
West Virginia
$544K +$65.2K +412 +14%
CHJWM
620
Carlton Hofferkamp & Jenks Wealth Management
Texas
$540K -$9.18K -58 -2%
RWM
621
Rialto Wealth Management
New York
$540K -$4.59K -29 -0.9%
GFG
622
Grantvest Financial Group
New Jersey
$539K -$43.2K -273 -8%
FC
623
Fairscale Capital
New Hampshire
$539K -$9.18K -58 -2%
UAG
624
United Advisor Group
Ohio
$537K +$181K +1,140 +54%
BHWM
625
Beaird Harris Wealth Management
Texas
$533K

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.