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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 %
CIA
701
Compass Ion Advisors
Pennsylvania
$391K -$9.87K -60 -2%
BFG
702
Beacon Financial Group
Texas
$390K – – –
Fuller & Thaler Asset Management
703
Fuller & Thaler Asset Management
California
$387K +$113K +690 +41%
FLPIM
704
F.L. Putnam Investment Management
Massachusetts
$383K – – –
S
705
SignatureFD
Georgia
$383K -$65.1K -396 -15%
PL
706
Plancorp LLC
Missouri
$382K -$32.4K -197 -8%
FWI
707
Facet Wealth Inc
Maryland
$382K -$70.6K -422 -16%
AIC
708
Archer Investment Corporation
Indiana
$381K +$2.96K +18 +0.8%
STA
709
Smith Thornton Advisors
Alabama
$378K – – –
HIC
710
Holderness Investments Company
North Carolina
$377K -$16.4K -100 -4%
DE
711
Diversified Enterprises
Delaware
$373K -$24K -146 -6%
FTWA
712
Fifth Third Wealth Advisors
Ohio
$373K +$373K +2,268 New
KA
713
Klingman & Associates
New York
$373K -$8.55K -52 -2%
YIH
714
Y-Intercept (HK)
Hong Kong
$370K +$370K +2,250 New
CA
715
Crane Advisory
California
$370K +$134K +801 +57%
FIA
716
Foundations Investment Advisors
Arizona
$369K -$2.27M -13,805 -86%
LWM
717
LongView Wealth Management
Georgia
$369K -$24.7K -150 -6%
Qube Research & Technologies (QRT)
718
Qube Research & Technologies (QRT)
United Kingdom
$368K +$125K +760 +51%
CCM
719
Coldstream Capital Management
Washington
$367K – – –
SFG
720
Snider Financial Group
Washington
$366K – – –
FPCG
721
Forum Private Client Group
Indiana
$366K +$1.15K +7 +0.3%
HSBC Holdings
722
HSBC Holdings
United Kingdom
$366K – – –
CAM
723
Clark Asset Management
New Hampshire
$365K +$110K +670 +43%
LWP
724
LMG Wealth Partners
Louisiana
$362K – – –
AWA
725
Arete Wealth Advisors
Illinois
$361K -$37.4K -228 -9%
27 28
29
30 31