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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
BEI
51
Benjamin Edwards Inc
Missouri
$30.2M +$689K +4,352 +2%
KAS
52
Kestra Advisory Services
Texas
$30.2M +$7.11M +44,883 +32%
NA
53
NewEdge Advisors
Louisiana
$30.1M +$4.07M +25,692 +16%
WSFS
54
Wilmington Savings Fund Society
Delaware
$28.2M +$3.24M +20,462 +14%
SWM
55
Shakespeare Wealth Management
Wisconsin
$28.1M +$850K +5,367 +3%
BFA
56
Bragg Financial Advisors
North Carolina
$27.9M +$592K +3,741 +2%
TWP
57
Total Wealth Planning
Ohio
$27.7M +$770K +4,862 +3%
AW
58
Avion Wealth
Texas
$27.6M +$4.26M +26,910 +19%
CSP
59
Cary Street Partners
Virginia
$26.1M +$3.41M +21,507 +13%
BPA
60
Beacon Pointe Advisors
California
$24.5M +$1.92M +12,112 +9%
MFIM
61
Mesirow Financial Investment Management
Illinois
$23.8M +$536K +3,387 +2%
FWP
62
Falcon Wealth Planning
California
$23.6M -$551K -3,477 -2%
BIA
63
BHK Investment Advisors
Alabama
$23.2M +$43.5K +275 +0.2%
GSF
64
Grove Street Fiduciary
New Hampshire
$22.5M -$404K -2,553 -2%
PPW
65
Presilium Private Wealth
Pennsylvania
$22.4M +$1.52M +9,619 +8%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$22.2M +$918K +5,795 +4%
William Blair & Company
67
William Blair & Company
Illinois
$22.2M +$801K +5,061 +4%
AA
68
Aire Advisors
California
$20.5M -$55.6K -351 -0.3%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$20.3M +$9.36M +59,120 +92%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$19.8M -$225K -1,421 -1%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$19.6M +$2.86M +18,046 +18%
SI
72
Stephens Inc
Arkansas
$19.3M -$91.2K -576 -0.5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$19.1M -$1.14M -7,212 -6%
FAT
74
First American Trust
California
$18.3M +$13.7M +86,625 +349%
P
75
&Partners
Tennessee
$18.2M +$4.94M +31,227 +39%

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.