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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 %
FCBT
676
First Citizens Bank & Trust
North Carolina
$428K +$8.06K +49 +2%
Franklin Resources
677
Franklin Resources
California
$428K -$462K -2,811 -52%
NB
678
Northwest Bancshares
Pennsylvania
$423K -$2.14K -13 -0.5%
NAS
679
Nicolet Advisory Services
Wisconsin
$420K +$95.6K +577 +30%
CA
680
Continuum Advisory
Idaho
$418K -$175K -1,066 -30%
MWM
681
Mission Wealth Management
California
$417K +$10.4K +63 +3%
EWP
682
Elevation Wealth Partners
California
$415K -$69.9K -425 -14%
EBA
683
Eagle Bay Advisors
New York
$414K – – –
BOM
684
Bank of Marin
California
$413K +$413K +2,511 New
OA
685
Oxbow Advisors
Texas
$412K -$5.26K -32 -1%
WLPWM
686
Walled Lake Planning & Wealth Management
Illinois
$412K -$3.95K -24 -0.9%
PWM
687
Paulson Wealth Management
Illinois
$410K -$41.1K -250 -9%
SG
688
StoneX Group
New York
$409K +$991 +6 +0.2%
EAM
689
Evanson Asset Management
California
$408K – – –
SCG
690
Sonata Capital Group
Washington
$404K +$9.69K +59 +2%
SIC
691
Sterling Investment Counsel
New York
$403K +$5.43K +33 +1%
PMFA
692
Plante Moran Financial Advisors
Michigan
$401K +$3.62K +22 +0.9%
BFA
693
Beaumont Financial Advisors
Massachusetts
$399K – – –
AFG
694
Altiora Financial Group
Ohio
$398K – – –
TWP
695
Tyche Wealth Partners
Texas
$398K – – –
LSPW
696
Lake Street Private Wealth
Illinois
$397K – – –
B
697
Bailard
California
$397K – – –
BWP
698
Balboa Wealth Partners
Arizona
$397K +$397K +2,411 New
BI
699
Beckerman Institutional
New Jersey
$393K -$58.8K -357 -13%
CCA
700
Clarity Capital Advisors
Florida
$393K +$129K +782 +49%
26 27
28
29 30