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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
14.72%
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 %
WFPG
651
Waller Financial Planning Group
Ohio
$473K +$19.7K +120 +4%
MYIA
652
Mount Yale Investment Advisors
Colorado
$472K -$12.5K -76 -3%
NAMP
653
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$471K – – –
PFA
654
Professional Financial Advisors
Nebraska
$467K +$5.1K +31 +1%
BWM
655
BCS Wealth Management
Tennessee
$465K – – –
OWA
656
Octavia Wealth Advisors
Ohio
$463K -$69.6K -421 -13%
IFPL
657
Investments & Financial Planning LLC
Kentucky
$462K +$1.32K +8 +0.3%
CC
658
Courier Capital
New York
$461K -$141K -859 -23%
TF
659
TME Financial
California
$461K -$91.8K -558 -17%
VCA
660
Verdence Capital Advisors
Maryland
$460K +$3.45K +21 +0.8%
GCM
661
G2 Capital Management
Ohio
$459K -$64K -389 -12%
ACM
662
Advisors Capital Management
New Jersey
$455K +$214K +1,298 +88%
EPM
663
Elm Partners Management
Pennsylvania
$454K +$25.7K +156 +6%
LPAM
664
Lodestar Private Asset Management
California
$453K -$31.4K -191 -6%
QCIG
665
Quad-Cities Investment Group
Iowa
$452K +$24.5K +149 +6%
TSW
666
Thompson Siegel & Walmsley
Virginia
$450K -$182K -1,106 -29%
NP
667
NorthRock Partners
Minnesota
$447K – – –
TW
668
Traveka Wealth
California
$446K +$2.3K +14 +0.5%
FB
669
Fulton Bank
Pennsylvania
$446K -$30.6K -186 -6%
PTC
670
Private Trust Company
Ohio
$443K +$70.2K +427 +19%
PCMC
671
Paragon Capital Management (Colorado)
Colorado
$443K +$159K +969 +56%
SWM
672
SeaCrest Wealth Management
New York
$440K +$26.6K +162 +6%
TFA
673
TPG Financial Advisors
Oregon
$439K -$148K -902 -25%
ESB
674
Essex Savings Bank
Connecticut
$438K – – –
VPP
675
Vertex Planning Partners
Illinois
$438K – – –
25 26
27
28 29