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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
QCM
626
QRG Capital Management
Illinois
$529K -$23.9K -151 -4%
JPLA
627
Joseph P. Lucia & Associates
New York
$526K -$43.9K -277 -8%
FCP
628
Fidelis Capital Partners
Florida
$526K
PFBT
629
Parkside Financial Bank & Trust
Missouri
$518K -$124K -784 -20%
CAL
630
Capital Analysts LLC
Pennsylvania
$516K +$430K +2,714 +643%
NFP
631
Narus Financial Partners
Utah
$516K -$139K -878 -22%
PIA
632
Pinion Investment Advisors
Kansas
$515K -$8.55K -54 -2%
IA
633
Inspire Advisors
Idaho
$513K +$7.92K +50 +2%
AA
634
Argent Advisors
Louisiana
$510K
FFG
635
Fiduciary Financial Group
California
$509K +$16.8K +106 +4%
CWP
636
Curated Wealth Partners
California
$506K
BFA
637
Beacon Financial Advisory
Ohio
$506K +$6.02K +38 +1%
SA
638
Strategic Advisors
New York
$505K -$1M -6,330 -67%
MWA
639
Medallion Wealth Advisors
Connecticut
$501K -$34.5K -218 -7%
CW
640
CreativeOne Wealth
Kansas
$498K -$115K -725 -19%
USCWA
641
U.S. Capital Wealth Advisors
Texas
$495K -$3.17K -20 -0.7%
AWM
642
Aviso Wealth Management
Washington
$495K -$18.4K -116 -4%
RMP
643
Richards, Merrill & Peterson
Washington
$495K
FB
644
First Bancorp
Maine
$493K
AWA
645
Amplius Wealth Advisors
Pennsylvania
$493K
BBA
646
BLB&B Advisors
Pennsylvania
$490K -$119K -753 -20%
WCM
647
Winebrenner Capital Management
Kentucky
$490K +$18.5K +117 +4%
BBPWM
648
Blue Bell Private Wealth Management
Pennsylvania
$487K +$60K +379 +15%
CCC
649
Compass Capital Corp
Massachusetts
$487K -$238K -1,501 -34%
AWM
650
Apollon Wealth Management
South Carolina
$485K -$3.96K -25 -0.8%

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.