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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 %
FFG
626
Fiduciary Financial Group
California
$509K +$17.7K +106 +4%
CWP
627
Curated Wealth Partners
California
$506K – – –
BFA
628
Beacon Financial Advisory
Ohio
$506K +$6.25K +38 +1%
SA
629
Strategic Advisors
New York
$505K -$1.04M -6,330 -67%
CW
630
CreativeOne Wealth
Kansas
$498K -$119K -725 -19%
USCWA
631
U.S. Capital Wealth Advisors
Texas
$495K -$3.29K -20 -0.7%
AWM
632
Aviso Wealth Management
Washington
$495K -$19.1K -116 -4%
RMP
633
Richards, Merrill & Peterson
Washington
$495K – – –
FB
634
First Bancorp
Maine
$493K – – –
AWA
635
Amplius Wealth Advisors
Pennsylvania
$493K – – –
BBA
636
BLB&B Advisors
Pennsylvania
$490K -$124K -753 -20%
WCM
637
Winebrenner Capital Management
Kentucky
$490K +$19.2K +117 +4%
BBPWM
638
Blue Bell Private Wealth Management
Pennsylvania
$487K +$62.3K +379 +15%
CCC
639
Compass Capital Corp
Massachusetts
$487K -$251K -1,501 -34%
AWM
640
Apollon Wealth Management
South Carolina
$485K -$4.11K -25 -0.8%
BIM
641
Baldwin Investment Management
Pennsylvania
$484K -$847K -5,150 -64%
DAS
642
Diversify Advisory Services
Utah
$483K -$58.4K -345 -11%
MCCA
643
Mill Creek Capital Advisors
Pennsylvania
$482K – – –
SWM
644
Silverlake Wealth Management
Vermont
$479K -$493 -3 -0.1%
YWM
645
Yoder Wealth Management
California
$478K – – –
JCM
646
Jacobi Capital Management
Pennsylvania
$477K +$8.22K +50 +2%
RIM
647
Rockbridge Investment Management
New York
$476K -$44.6K -271 -9%
RA
648
RFG Advisory
Alabama
$475K -$30.4K -185 -6%
KeyBank National Association
649
KeyBank National Association
Ohio
$475K -$51.8K -315 -10%
HI
650
Horizon Investments
North Carolina
$473K +$113K +685 +31%
24 25
26
27 28