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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 %
BEI
51
Benjamin Edwards Inc
Missouri
$30.2M +$716K +4,352 +2%
KAS
52
Kestra Advisory Services
Texas
$30.2M +$7.38M +44,883 +32%
NA
53
NewEdge Advisors
Louisiana
$30.1M +$4.23M +25,692 +16%
WSFS
54
Wilmington Savings Fund Society
Delaware
$28.2M +$3.37M +20,462 +14%
SWM
55
Shakespeare Wealth Management
Wisconsin
$28.1M +$883K +5,367 +3%
BFA
56
Bragg Financial Advisors
North Carolina
$27.9M +$615K +3,741 +2%
TWP
57
Total Wealth Planning
Ohio
$27.7M +$800K +4,862 +3%
AW
58
Avion Wealth
Texas
$27.6M +$4.43M +26,910 +19%
CSP
59
Cary Street Partners
Virginia
$26.1M +$3.08M +21,507 +13%
BPA
60
Beacon Pointe Advisors
California
$24.5M +$1.99M +12,112 +9%
MFIM
61
Mesirow Financial Investment Management
Illinois
$23.8M +$557K +3,387 +2%
FWP
62
Falcon Wealth Planning
California
$23.6M -$572K -3,477 -2%
BIA
63
BHK Investment Advisors
Alabama
$23.2M +$45.2K +275 +0.2%
GSF
64
Grove Street Fiduciary
New Hampshire
$22.5M -$420K -2,553 -2%
PPW
65
Presilium Private Wealth
Pennsylvania
$22.4M +$1.58M +9,619 +8%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$22.2M +$953K +5,795 +4%
William Blair & Company
67
William Blair & Company
Illinois
$22.2M +$832K +5,061 +4%
AA
68
Aire Advisors
California
$20.5M -$57.7K -351 -0.3%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$20.3M +$9.72M +59,120 +92%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$19.8M -$234K -1,421 -1%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$19.6M +$2.97M +18,046 +18%
SI
72
Stephens Inc
Arkansas
$19.3M -$94.7K -576 -0.5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$19.1M -$1.19M -7,212 -6%
FAT
74
First American Trust
California
$18.3M +$14.2M +86,625 +349%
P
75
&Partners
Tennessee
$18.2M +$5.14M +31,227 +39%
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