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Vanguard Mid-Cap Value ETF
VOE

1,111 hedge funds and large institutions have $11.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 432 increasing their positions, 358 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $1.34M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

21% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 358

6% more capital invested

Capital invested by funds: $10.8B → $11.5B (+$696M)

0.58% less ownership

Funds ownership: 61.54% → 60.96% (-0.58%)

1% less funds holding

Funds holding: 1,119 → 1,111 (-8)

4% less funds holding in top 10

Funds holding in top 10: 52 → 50 (-2)

Holders
1,111
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
14.58%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.66%
New
70
Increased
432
Reduced
358
Closed
56
Calls
$5.31M
Puts
$1.34M
Net Calls
+$3.96M
Net Calls Change
-$839K

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$102M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56.9M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$42.2M
4
WF
WoodTrust Financial
Wisconsin
+$29.5M
5
AssetMark Inc
AssetMark Inc
California
+$25.5M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$19.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.6M
4
SGAM
Stephens Group Asset Management
Arkansas
-$16M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSF
751
Capital Squared Financial
Maryland
$364K +$34.9K +205 +11%
MA
752
MAS Advisors
Florida
$363K +$7.83K +46 +2%
WWM
753
Western Wealth Management
Colorado
$363K +$8.51K +50 +2%
BF
754
Brooklyn FI
New York
$363K +$2.21K +13 +0.6%
IIA
755
Integral Investment Advisors
California
$362K – – –
NAS
756
Nicolet Advisory Services
Wisconsin
$357K -$82.7K -486 -19%
BBHC
757
Brown Brothers Harriman & Co
New York
$356K – – –
FB
758
Finward Bancorp
Indiana
$356K +$34K +200 +11%
RFS
759
Richardson Financial Services
Massachusetts
$354K +$14.5K +85 +4%
WWC
760
Waypoint Wealth Counsel
Georgia
$350K – – –
NWA
761
Navis Wealth Advisors
New York
$349K – – –
Polen Capital Management
762
Polen Capital Management
Florida
$349K +$340K +2,000 New
DWT
763
Dorsey & Whitney Trust
South Dakota
$348K -$10.9K -64 -3%
OCM
764
One Capital Management
California
$348K +$12.3K +72 +4%
IC
765
Iconiq Capital
California
$345K – – –
Citadel Advisors
766
Citadel Advisors
Florida
$345K -$420K -2,466 -56%
BIM
767
Bridges Investment Management
Nebraska
$345K – – –
MA
768
MCF Advisors
Kentucky
$344K – – –
RWM
769
Revisor Wealth Management
Ohio
$340K +$52.6K +309 +19%
HWA
770
Heritage Wealth Advisors
Virginia
$340K – – –
PA
771
Pinnacle Associates
New York
$340K -$7.49K -44 -2%
BPFA
772
Barnes Pettey Financial Advisors
Mississippi
$339K +$58.5K +344 +22%
CAM
773
Clark Asset Management
New Hampshire
$338K -$48.8K -287 -13%
CA
774
Clune & Associates
Illinois
$337K +$1.36K +8 +0.4%
LB
775
Legacy Bridge
Iowa
$336K – – –
29 30
31
32 33

VOE Hedge Fund Activity: Q3 2025 in Review

1,111 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2025, worth a combined $11.5B — up 6.4% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOE positions and 56 closed out — a net gain of 14 holders — while 432 added to existing stakes and 358 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $102M. The largest seller was Betterment LLC, cutting an estimated $19.3M.

  • 1,111 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2025, down from 1,119 in Q2 2025.
  • Funds reported $11.5B of Vanguard Mid-Cap Value ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 70 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2025 and 56 closed out, a net change of +14 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $102M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q3 2025 was Betterment LLC, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.