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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
MPAM
826
Murphy Pohlad Asset Management
Minnesota
$261K +$7.13K +45 +3%
WE
827
Wealth Effects
Massachusetts
$260K +$1.58K +10 +0.6%
SWRP
828
Summit Wealth & Retirement Planning
California
$258K
SIMG
829
Sonora Investment Management Group
Arizona
$257K
CCA
830
Cravens & Co Advisors
Tennessee
$257K -$33.6K -212 -12%
KCM
831
Kornitzer Capital Management
Kansas
$256K
SAM
832
Silvercrest Asset Management
New York
$248K -$10.3K -65 -4%
QWM
833
Quaker Wealth Management
New Jersey
$247K +$238K +1,502 New
IWM
834
Integris Wealth Management
California
$247K
FFM
835
Forum Financial Management
Illinois
$247K +$12.7K +80 +6%
RRA
836
Round Rock Advisors
Connecticut
$246K -$120K -755 -34%
PP
837
Patten & Patten
Tennessee
$246K
CT
838
Caldwell Trust
Florida
$246K -$1.58K -10 -0.7%
DW
839
Dodds Wealth
Colorado
$245K -$1.43K -9 -0.6%
JWM
840
JPL Wealth Management
Colorado
$245K
M&T Bank
841
M&T Bank
New York
$244K +$235K +1,482 New
TCM
842
TruNorth Capital Management
Michigan
$242K
CSB
843
City State Bank
Iowa
$241K
BFA
844
Brown Financial Advisory
Alabama
$241K +$232K +1,463 New
CT
845
Coastline Trust
Rhode Island
$240K
DT
846
Diversified Trust
Tennessee
$240K
LWM
847
Lodestone Wealth Management
Washington
$239K +$792 +5 +0.3%
SC
848
Sapient Capital
Indiana
$238K +$5.54K +35 +2%
SCI
849
Silver Coast Investments
United States
$237K +$1.9K +12 +0.8%
KCM
850
Kennicott Capital Management
California
$237K

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.