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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 %
JWM
826
JPL Wealth Management
Colorado
$245K – – –
M&T Bank
827
M&T Bank
New York
$244K +$244K +1,482 New
TCM
828
TruNorth Capital Management
Michigan
$242K – – –
CSB
829
City State Bank
Iowa
$241K – – –
BFA
830
Brown Financial Advisory
Alabama
$241K +$241K +1,463 New
CT
831
Coastline Trust
Rhode Island
$240K – – –
DT
832
Diversified Trust
Tennessee
$240K – – –
LWM
833
Lodestone Wealth Management
Washington
$239K +$822 +5 +0.3%
SC
834
Sapient Capital
Indiana
$238K +$5.79K +35 +2%
SCI
835
Silver Coast Investments
United States
$237K +$1.98K +12 +0.8%
KCM
836
Kennicott Capital Management
California
$237K – – –
PIA
837
Panoramic Investment Advisors
Colorado
$236K – – –
TF
838
Theory Financial
Colorado
$235K – – –
FVWA
839
Foster Victor Wealth Advisors
South Carolina
$235K -$260K -1,555 -52%
1NWS
840
1 North Wealth Services
Maryland
$235K +$57.2K +348 +32%
BFPW
841
BOK Financial Private Wealth
Colorado
$235K – – –
CIA
842
Capital Investment Advisors
Georgia
$234K +$234K +1,424 New
GAM
843
Gemmer Asset Management
California
$233K – – –
GWP
844
Gen-Wealth Partners
Michigan
$233K +$6.74K +41 +3%
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$232K -$78.8K -479 -25%
RC
846
Roundview Capital
New Jersey
$232K -$22.4K -136 -9%
AWM
847
Atticus Wealth Management
Florida
$232K +$38.6K +235 +20%
VWA
848
VSM Wealth Advisory
Maryland
$232K – – –
VPIM
849
Vanguard Personalized Indexing Management
California
$230K +$230K +1,400 New
NEPWA
850
New England Private Wealth Advisors
Massachusetts
$230K – – –
32 33
34
35 36