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Vanguard Mid-Cap Value ETF
VOE

1,111 hedge funds and large institutions have $11.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 432 increasing their positions, 358 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $5.31M | Put options by funds: $1.34M

25% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 56

21% more repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 358

6% more capital invested

Capital invested by funds: $10.8B → $11.5B (+$696M)

0.58% less ownership

Funds ownership: 61.54% → 60.96% (-0.58%)

1% less funds holding

Funds holding: 1,119 → 1,111 (-8)

4% less funds holding in top 10

Funds holding in top 10: 52 → 50 (-2)

Holders
1,111
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
14.58%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.66%
New
70
Increased
432
Reduced
358
Closed
56
Calls
$5.31M
Puts
$1.34M
Net Calls
+$3.96M
Net Calls Change
-$839K

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$102M
2
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$56.9M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$42.2M
4
WF
WoodTrust Financial
Wisconsin
+$29.5M
5
AssetMark Inc
AssetMark Inc
California
+$25.5M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$19.3M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.6M
4
SGAM
Stephens Group Asset Management
Arkansas
-$16M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
851
TruNorth Capital Management
Michigan
$257K – – –
CFO
852
Colony Family Offices
North Carolina
$256K -$30.8K -181 -11%
CSB
853
City State Bank
Iowa
$256K – – –
AWM
854
Atticus Wealth Management
Florida
$256K +$9.53K +56 +4%
BFA
855
Brown Financial Advisory
Alabama
$255K – – –
CT
856
Coastline Trust
Rhode Island
$255K – – –
PIA
857
Panoramic Investment Advisors
Colorado
$252K +$1.19K +7 +0.5%
LSA
858
Lion Street Advisors
Texas
$251K +$15.1K +89 +5%
KCM
859
Kennicott Capital Management
California
$251K – – –
BRWA
860
B. Riley Wealth Advisors
Florida
$250K -$4.1M -24,115 -94%
OA
861
Operose Advisors
Wisconsin
$250K +$13.3K +78 +6%
BFPW
862
BOK Financial Private Wealth
Colorado
$249K – – –
CIA
863
Capital Investment Advisors
Georgia
$249K +$340 +2 +0.1%
GWP
864
Gen-Wealth Partners
Michigan
$247K – – –
PWMAG
865
Pinnacle Wealth Management Advisory Group
New Jersey
$247K – – –
RC
866
Roundview Capital
New Jersey
$247K – – –
PIN
867
Prudent Investors Network
California
$246K +$9.7K +57 +4%
BW
868
Blalock Williams
Alabama
$246K – – –
TF
869
Theory Financial
Colorado
$244K – – –
GAM
870
Gemmer Asset Management
California
$243K -$5.1K -30 -2%
SFP
871
Shepherd Financial Partners
Massachusetts
$242K – – –
PFWA
872
Paces Ferry Wealth Advisors
Georgia
$242K +$9.53K +56 +4%
MWP
873
Meriwether Wealth & Planning
Louisiana
$242K – – –
RSWA
874
Robinson Smith Wealth Advisors
Maine
$241K -$1.19K -7 -0.5%
OFS
875
OneAscent Financial Services
Alabama
$240K -$47K -276 -17%
33 34
35
36 37

VOE Hedge Fund Activity: Q3 2025 in Review

1,111 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2025, worth a combined $11.5B — up 6.4% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VOE positions and 56 closed out — a net gain of 14 holders — while 432 added to existing stakes and 358 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $102M. The largest seller was Betterment LLC, cutting an estimated $19.3M.

  • 1,111 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2025, down from 1,119 in Q2 2025.
  • Funds reported $11.5B of Vanguard Mid-Cap Value ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 70 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2025 and 56 closed out, a net change of +14 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $102M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q3 2025 was Betterment LLC, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.