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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
VBWMG
776
Von Berge Wealth Management Group
California
$316K -$3.48K -22 -1%
ITB
777
Idaho Trust Bank
Idaho
$315K -$37.2K -235 -11%
TW
778
Towerpoint Wealth
California
$314K
BFO
779
Biltmore Family Office
North Carolina
$314K
WA
780
Wealthstream Advisors
New York
$312K
LA
781
LWM Advisors
California
$312K
CPG
782
Cornerstone Planning Group
New Jersey
$311K -$6.17K -39 -2%
LTL
783
Lowery Thomas LLC
California
$310K -$48.3K -305 -14%
CSF
784
Capital Squared Financial
Maryland
$310K +$298K +1,882 New
SRC
785
Sage Rhino Capital
California
$309K
TSS
786
Two Sigma Securities
New York
$308K +$296K +1,872 New
CMMS
787
Comprehensive Money Management Services
Florida
$307K -$39.6K -250 -12%
IA
788
IFG Advisory
Georgia
$306K +$55.9K +353 +23%
LIWM
789
Long Island Wealth Management
New York
$305K +$294K +1,854 New
TFGT
790
TS Financial Group (TSFG)
Illinois
$304K
MSWM
791
McGlone Suttner Wealth Management
Wisconsin
$303K -$119K -753 -29%
FB
792
Finward Bancorp
Indiana
$302K -$4.75K -30 -2%
VP
793
Verum Partners
North Carolina
$300K
VA
794
Valmark Advisers
Ohio
$300K +$22.8K +144 +9%
MSAM
795
Moloney Securities Asset Management
Missouri
$299K
BWM
796
Benchmark Wealth Management
Connecticut
$296K
SIA
797
Soltis Investment Advisors
Utah
$295K -$9.5K -60 -3%
BW
798
BIP Wealth
Georgia
$295K -$105K -663 -27%
PWAM
799
Private Wealth Asset Management
Iowa
$295K +$24.4K +154 +9%
SW
800
SkyOak Wealth
Michigan
$294K

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.