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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 %
IA
776
IFG Advisory
Georgia
$306K +$58.1K +353 +23%
LIWM
777
Long Island Wealth Management
New York
$305K +$305K +1,854 New
TFGT
778
TS Financial Group (TSFG)
Illinois
$304K – – –
MSWM
779
McGlone Suttner Wealth Management
Wisconsin
$303K -$124K -753 -29%
FB
780
Finward Bancorp
Indiana
$302K -$4.93K -30 -2%
VP
781
Verum Partners
North Carolina
$300K – – –
VA
782
Valmark Advisers
Ohio
$300K +$23.7K +144 +9%
MSAM
783
Moloney Securities Asset Management
Missouri
$299K – – –
BWM
784
Benchmark Wealth Management
Connecticut
$296K – – –
SIA
785
Soltis Investment Advisors
Utah
$295K -$9.87K -60 -3%
BW
786
BIP Wealth
Georgia
$295K -$109K -663 -27%
PWAM
787
Private Wealth Asset Management
Iowa
$295K +$25.3K +154 +9%
SW
788
SkyOak Wealth
Michigan
$294K – – –
GFWA
789
Grey Fox Wealth Advisors
Delaware
$292K -$16.5K -100 -5%
EFG
790
Ethos Financial Group
Pennsylvania
$292K +$292K +1,764 New
NDSI
791
Newman Dignan & Sheerar Inc
Rhode Island
$291K – – –
RPGK
792
Retirement Planning Group (Kansas)
Kansas
$288K -$329 -2 -0.1%
AWM
793
Ameliora Wealth Management
Switzerland
$288K – – –
OCM
794
Orleans Capital Management
Louisiana
$286K +$286K +1,742 New
QWM
795
Quadcap Wealth Management
Texas
$280K +$987 +6 +0.4%
LFA
796
Legacy Financial Advisors
Kentucky
$280K +$34.5K +210 +14%
GSWM
797
Golden State Wealth Management
California
$279K -$59.2K -360 -17%
RWM
798
Revisor Wealth Management
Ohio
$279K +$5.89K +35 +2%
SA
799
Sovran Advisors
California
$279K -$15.8K -95 -5%
OFS
800
OneAscent Financial Services
Alabama
$273K -$227K -1,372 -45%
30 31
32
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