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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
GFWA
801
Grey Fox Wealth Advisors
Delaware
$292K -$15.8K -100 -5%
EFG
802
Ethos Financial Group
Pennsylvania
$292K +$279K +1,764 New
NDSI
803
Newman Dignan & Sheerar Inc
Rhode Island
$291K
RPGK
804
Retirement Planning Group (Kansas)
Kansas
$288K -$317 -2 -0.1%
AWM
805
Ameliora Wealth Management
Switzerland
$288K
OCM
806
Orleans Capital Management
Louisiana
$286K +$276K +1,742 New
QWM
807
Quadcap Wealth Management
Texas
$280K +$950 +6 +0.4%
LFA
808
Legacy Financial Advisors
Kentucky
$280K +$33.3K +210 +14%
GSWM
809
Golden State Wealth Management
California
$279K -$57K -360 -17%
RWM
810
Revisor Wealth Management
Ohio
$279K +$5.54K +35 +2%
SA
811
Sovran Advisors
California
$279K -$15K -95 -5%
OFI
812
Outbound Financial Inc
Colorado
$276K +$266K +1,678 New
OFS
813
OneAscent Financial Services
Alabama
$273K -$217K -1,372 -45%
VVP
814
Venture Visionary Partners
Ohio
$273K
CFO
815
Colony Family Offices
North Carolina
$271K
WP
816
Wealthspan Partners
Iowa
$271K -$47.3K -299 -15%
PCM
817
Prospera Capital Management
Arizona
$270K
LSA
818
Lion Street Advisors
Texas
$269K +$633 +4 +0.2%
OAS
819
Optivise Advisory Services
Tennessee
$269K -$12.3K -78 -5%
MA
820
Marquette Associates
Illinois
$269K -$81.7K -516 -24%
CFP
821
Comprehensive Financial Planning
Pennsylvania
$266K +$158 +1 +0.1%
FFL
822
Financial Freedom LLC
Ohio
$264K
BPFA
823
Barnes Pettey Financial Advisors
Mississippi
$263K +$1.9K +12 +0.8%
PVI
824
Pine Valley Investments
New Jersey
$262K
FWMP
825
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$262K

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.