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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 %
VVP
801
Venture Visionary Partners
Ohio
$273K – – –
CFO
802
Colony Family Offices
North Carolina
$271K – – –
WP
803
Wealthspan Partners
Iowa
$271K -$49.2K -299 -15%
PCM
804
Prospera Capital Management
Arizona
$270K – – –
LSA
805
Lion Street Advisors
Texas
$269K +$658 +4 +0.2%
OAS
806
Optivise Advisory Services
Tennessee
$269K -$12.8K -78 -5%
MA
807
Marquette Associates
Illinois
$269K -$84.9K -516 -24%
CFP
808
Comprehensive Financial Planning
Pennsylvania
$266K +$164 +1 +0.1%
FFL
809
Financial Freedom LLC
Ohio
$264K – – –
T
810
Tableaux
Massachusetts
$263K +$263K +10,973 New
BPFA
811
Barnes Pettey Financial Advisors
Mississippi
$263K +$1.97K +12 +0.8%
FWMP
812
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$262K – – –
MPAM
813
Murphy Pohlad Asset Management
Minnesota
$261K +$7.41K +45 +3%
WE
814
Wealth Effects
Massachusetts
$260K +$1.65K +10 +0.6%
SWRP
815
Summit Wealth & Retirement Planning
California
$258K – – –
SIMG
816
Sonora Investment Management Group
Arizona
$257K – – –
CCA
817
Cravens & Co Advisors
Tennessee
$257K -$34.9K -212 -12%
KCM
818
Kornitzer Capital Management
Kansas
$256K – – –
SAM
819
Silvercrest Asset Management
New York
$248K -$10.7K -65 -4%
QWM
820
Quaker Wealth Management
New Jersey
$247K +$247K +1,502 New
IWM
821
Integris Wealth Management
California
$247K – – –
FFM
822
Forum Financial Management
Illinois
$247K +$13.2K +80 +6%
RRA
823
Round Rock Advisors
Connecticut
$246K -$124K -755 -34%
PP
824
Patten & Patten
Tennessee
$246K – – –
DW
825
Dodds Wealth
Colorado
$245K -$1.48K -9 -0.6%
31 32
33
34 35