VOE icon

Vanguard Mid-Cap Value ETF

1,167 hedge funds and large institutions have $12.8B invested in Vanguard Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 467 increasing their positions, 345 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.79M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
826
Cornerstone Planning Group
New Jersey
$328K
VA
827
Valmark Advisers
Ohio
$326K
TW
828
Towerpoint Wealth
California
$325K
RPC
829
Rossmore Private Capital
Connecticut
$324K
VP
830
Verum Partners
North Carolina
$324K
VFA
831
Valeo Financial Advisors
Indiana
$324K
NRI
832
NFP Retirement Inc
California
$323K
LWMI
833
Legacy Wealth Management (Idaho)
Idaho
$322K
CWM
834
Cadence Wealth Management
Massachusetts
$320K
TGAM
835
TBH Global Asset Management
Tennessee
$320K
BW
836
BIP Wealth
Georgia
$319K
M&T Bank
837
M&T Bank
New York
$317K
SW
838
SkyOak Wealth
Michigan
$317K
RPGK
839
Retirement Planning Group (Kansas)
Kansas
$316K
KCM
840
Kennedy Capital Management
Missouri
$315K
CIA
841
Capital Investment Advisors
Georgia
$315K
GT
842
Greenleaf Trust
Michigan
$314K
EFG
843
Ethos Financial Group
Pennsylvania
$313K
AWM
844
Ameliora Wealth Management
Switzerland
$310K
SFG
845
Snider Financial Group
Washington
$308K
AWM
846
Accurate Wealth Management
Florida
$306K
BFPW
847
BOK Financial Private Wealth
Colorado
$304K
YCG
848
Yeomans Consulting Group
Georgia
$304K
AIM
849
Advyzon Investment Management
Illinois
$303K
QWM
850
Quadcap Wealth Management
Texas
$303K