We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF
VOE

1,111 hedge funds and large institutions have $11.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 432 increasing their positions, 358 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $1.34M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

21% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 358

6% more capital invested

Capital invested by funds: $10.8B → $11.5B (+$696M)

0.58% less ownership

Funds ownership: 61.54% → 60.96% (-0.58%)

1% less funds holding

Funds holding: 1,119 → 1,111 (-8)

4% less funds holding in top 10

Funds holding in top 10: 52 → 50 (-2)

Holders
1,111
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
14.58%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.66%
New
70
Increased
432
Reduced
358
Closed
56
Calls
$5.31M
Puts
$1.34M
Net Calls
+$3.96M
Net Calls Change
-$839K

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$102M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56.9M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$42.2M
4
WF
WoodTrust Financial
Wisconsin
+$29.5M
5
AssetMark Inc
AssetMark Inc
California
+$25.5M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$19.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.6M
4
SGAM
Stephens Group Asset Management
Arkansas
-$16M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
601
WP Advisors
California
$613K +$3.06K +18 +0.5%
CRC
602
Curi RMB Capital
Illinois
$609K +$25.5K +150 +5%
LCWP
603
Legacy Capital Wealth Partners
Arkansas
$608K – – –
ECM
604
Evergreen Capital Management
Washington
$606K +$340 +2 +0.1%
TBT
605
Texas Bank & Trust
Texas
$604K +$229K +1,343 +63%
SAM
606
S.A. Mason
Michigan
$601K – – –
WB
607
WesBanco Bank
West Virginia
$599K +$21.3K +125 +4%
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$599K +$9.36K +55 +2%
AF
609
Amara Financial
California
$598K +$245K +1,442 +73%
BHWM
610
Beaird Harris Wealth Management
Texas
$592K +$25.5K +150 +5%
AWM
611
Apollon Wealth Management
South Carolina
$590K +$72.8K +428 +15%
CWM
612
Collaborative Wealth Management
Florida
$589K -$51K -300 -8%
CMBA
613
C.M. Bidwell & Associates
Hawaii
$586K -$8.34K -49 -1%
AFG
614
Atomi Financial Group
New York
$585K +$5.28K +31 +0.9%
CW
615
CreativeOne Wealth
Kansas
$583K +$53.1K +312 +10%
PCS
616
Private Client Services
Kentucky
$578K +$170 +1 +0%
VF
617
Virtu Financial
New York
$574K -$443K -2,602 -44%
FC
618
Fairscale Capital
New Hampshire
$565K – – –
CHJWM
619
Carlton Hofferkamp & Jenks Wealth Management
Texas
$564K +$170 +1 +0%
VFIC
620
Valley Forge Investment Consultants
Pennsylvania
$564K +$549K +3,229 New
PWP
621
Principle Wealth Partners
Connecticut
$561K -$156K -914 -22%
PIA
622
Pinion Investment Advisors
Kansas
$555K +$6.98K +41 +1%
NWAG
623
Net Worth Advisory Group
Utah
$551K -$1.3M -7,611 -71%
FCP
624
Fidelis Capital Partners
Florida
$550K – – –
WCM
625
Winebrenner Capital Management
Kentucky
$549K +$28.6K +168 +6%
23 24
25
26 27

VOE Hedge Fund Activity: Q3 2025 in Review

1,111 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2025, worth a combined $11.5B — up 6.4% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOE positions and 56 closed out — a net gain of 14 holders — while 432 added to existing stakes and 358 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $102M. The largest seller was Betterment LLC, cutting an estimated $19.3M.

  • 1,111 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2025, down from 1,119 in Q2 2025.
  • Funds reported $11.5B of Vanguard Mid-Cap Value ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 70 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2025 and 56 closed out, a net change of +14 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $102M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q3 2025 was Betterment LLC, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.