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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
SIC
701
Sterling Investment Counsel
New York
$403K +$5.22K +33 +1%
PMFA
702
Plante Moran Financial Advisors
Michigan
$401K +$3.48K +22 +0.9%
BFA
703
Beaumont Financial Advisors
Massachusetts
$399K
AFG
704
Altiora Financial Group
Ohio
$398K
TWP
705
Tyche Wealth Partners
Texas
$398K
LSPW
706
Lake Street Private Wealth
Illinois
$397K
B
707
Bailard
California
$397K
BWP
708
Balboa Wealth Partners
Arizona
$397K +$382K +2,411 New
BI
709
Beckerman Institutional
New Jersey
$393K -$56.5K -357 -13%
CCA
710
Clarity Capital Advisors
Florida
$393K +$124K +782 +49%
CIA
711
Compass Ion Advisors
Pennsylvania
$391K -$9.5K -60 -2%
BFG
712
Beacon Financial Group
Texas
$390K
Fuller & Thaler Asset Management
713
Fuller & Thaler Asset Management
California
$387K +$109K +690 +41%
FLPIM
714
F.L. Putnam Investment Management
Massachusetts
$383K
S
715
SignatureFD
Georgia
$383K -$62.7K -396 -15%
PL
716
Plancorp LLC
Missouri
$382K -$31.2K -197 -8%
FWI
717
Facet Wealth Inc
Maryland
$382K -$66.8K -422 -16%
AIC
718
Archer Investment Corporation
Indiana
$381K +$2.85K +18 +0.8%
STA
719
Smith Thornton Advisors
Alabama
$378K
HIC
720
Holderness Investments Company
North Carolina
$377K -$15.8K -100 -4%
DE
721
Diversified Enterprises
Delaware
$373K -$23.1K -146 -6%
FTWA
722
Fifth Third Wealth Advisors
Ohio
$373K +$359K +2,268 New
KA
723
Klingman & Associates
New York
$373K -$8.23K -52 -2%
YIH
724
Y-Intercept (HK)
Hong Kong
$370K +$356K +2,250 New
CA
725
Crane Advisory
California
$370K +$127K +801 +57%

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.