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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 %
MWM
751
Maridea Wealth Management
New York
$329K – – –
PA
752
Pinnacle Associates
New York
$327K -$9.7K -59 -3%
AF
753
Amara Financial
California
$326K -$3.62K -22 -1%
IC
754
Iconiq Capital
California
$325K -$5.43K -33 -2%
BIM
755
Bridges Investment Management
Nebraska
$325K -$47.4K -288 -13%
MPW
756
MASECO Private Wealth
$324K +$324K +1,968 New
MA
757
MCF Advisors
Kentucky
$324K – – –
RFS
758
Richardson Financial Services
Massachusetts
$324K -$122K -732 -27%
TA
759
Townsend & Associates
Colorado
$322K – – –
HWA
760
Heritage Wealth Advisors
Virginia
$321K – – –
Bessemer Group
761
Bessemer Group
New Jersey
$317K – – –
LB
762
Legacy Bridge
Iowa
$317K – – –
CA
763
Clune & Associates
Illinois
$317K +$62.2K +378 +24%
OCM
764
One Capital Management
California
$316K +$19.4K +118 +7%
VBWMG
765
Von Berge Wealth Management Group
California
$316K -$3.72K -22 -1%
ITB
766
Idaho Trust Bank
Idaho
$315K -$38.6K -235 -11%
TW
767
Towerpoint Wealth
California
$314K – – –
BFO
768
Biltmore Family Office
North Carolina
$314K – – –
WA
769
Wealthstream Advisors
New York
$312K – – –
LA
770
LWM Advisors
California
$312K – – –
CPG
771
Cornerstone Planning Group
New Jersey
$311K -$6.53K -39 -2%
LTL
772
Lowery Thomas LLC
California
$310K -$50.2K -305 -14%
SRC
773
Sage Rhino Capital
California
$309K – – –
TSS
774
Two Sigma Securities
New York
$308K +$308K +1,872 New
CMMS
775
Comprehensive Money Management Services
Florida
$307K -$41.1K -250 -12%
29 30
31
32 33