We are live on ! Find out more
VOE icon

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
BIM
651
Baldwin Investment Management
Pennsylvania
$484K -$815K -5,150 -64%
DAS
652
Diversify Advisory Services
Utah
$483K -$54.6K -345 -11%
MCCA
653
Mill Creek Capital Advisors
Pennsylvania
$482K
SWM
654
Silverlake Wealth Management
Vermont
$479K -$475 -3 -0.1%
YWM
655
Yoder Wealth Management
California
$478K
JCM
656
Jacobi Capital Management
Pennsylvania
$477K +$7.92K +50 +2%
RIM
657
Rockbridge Investment Management
New York
$476K -$42.9K -271 -9%
RA
658
RFG Advisory
Alabama
$475K -$29.3K -185 -6%
KeyBank National Association
659
KeyBank National Association
Ohio
$475K -$49.9K -315 -10%
HI
660
Horizon Investments
North Carolina
$473K +$108K +685 +31%
WFPG
661
Waller Financial Planning Group
Ohio
$473K +$19K +120 +4%
MYIA
662
Mount Yale Investment Advisors
Colorado
$472K -$12K -76 -3%
NAMP
663
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$471K
PFA
664
Professional Financial Advisors
Nebraska
$467K +$4.91K +31 +1%
BWM
665
BCS Wealth Management
Tennessee
$465K
OWA
666
Octavia Wealth Advisors
Ohio
$463K -$66.7K -421 -13%
IFPL
667
Investments & Financial Planning LLC
Kentucky
$462K +$1.27K +8 +0.3%
CC
668
Courier Capital
New York
$461K -$136K -859 -23%
TF
669
TME Financial
California
$461K -$88.4K -558 -17%
VCA
670
Verdence Capital Advisors
Maryland
$460K +$3.33K +21 +0.8%
GCM
671
G2 Capital Management
Ohio
$459K -$61.6K -389 -12%
ACM
672
Advisors Capital Management
New Jersey
$455K +$206K +1,298 +88%
EPM
673
Elm Partners Management
Pennsylvania
$454K +$24.7K +156 +6%
LPAM
674
Lodestar Private Asset Management
California
$453K -$30.2K -191 -6%
QCIG
675
Quad-Cities Investment Group
Iowa
$452K +$23.6K +149 +6%

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.