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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 %
RSWA
851
Robinson Smith Wealth Advisors
Maine
$228K +$1.15K +7 +0.5%
EW
852
Evoke Wealth
California
$228K -$111K -674 -33%
SFP
853
Shepherd Financial Partners
Massachusetts
$228K – – –
MWP
854
Meriwether Wealth & Planning
Louisiana
$228K – – –
BMD
855
Better Money Decisions
New Mexico
$226K – – –
LNWWM
856
Laird Norton Wetherby Wealth Management
California
$225K +$225K +1,371 New
CIAS
857
Capital Investment Advisory Services
North Carolina
$225K -$16.6K -101 -7%
CA
858
Cornerstone Advisory
Maryland
$224K – – –
OPPS
859
Obsidian Personal Planning Solutions
Maryland
$224K +$224K +1,359 New
WAM
860
WNY Asset Management
New York
$223K -$464K -2,823 -68%
PIN
861
Prudent Investors Network
California
$223K – – –
OA
862
Operose Advisors
Wisconsin
$222K – – –
NC
863
NewSquare Capital
Pennsylvania
$222K -$5.26K -32 -2%
PIFP
864
Partners in Financial Planning
Virginia
$222K – – –
OC
865
Optima Capital
Oregon
$222K – – –
RAM
866
Redmond Asset Management
Virginia
$220K -$329 -2 -0.1%
PFWA
867
Paces Ferry Wealth Advisors
Georgia
$219K -$6.09K -37 -3%
CSA
868
Cottage Street Advisors
Massachusetts
$218K – – –
CFD
869
Creative Financial Designs
Indiana
$218K -$7.57K -46 -3%
CW
870
Curio Wealth
Maryland
$218K +$217K +1,317 +18,814%
PG
871
Proffitt & Goodson
Tennessee
$218K – – –
SPAS
872
Spectrum Planning & Advisory Services
California
$217K +$217K +1,321 New
CWP
873
Concord Wealth Partners
Virginia
$216K -$35.7K -217 -14%
CAMV
874
Concord Asset Management (Virginia)
Virginia
$216K +$216K +1,316 New
SDWMA
875
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K – – –
33 34
35
36 37