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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 %
BWL
876
Bogart Wealth LLC
Virginia
$214K -$6.09K -37 -3%
CA
877
Calton & Associates
Florida
$214K -$112K -680 -34%
QP
878
Quartz Partners
New York
$213K +$213K +1,295 New
PWM
879
PBMares Wealth Management
Virginia
$212K -$987 -6 -0.5%
CA
880
CoreCap Advisors
Michigan
$211K -$69.7K -424 -25%
SCM
881
Saxony Capital Management
Missouri
$211K +$211K +1,280 New
BFS
882
Bradley Foster & Sargent
Connecticut
$210K -$121K -738 -37%
CGA
883
Crescent Grove Advisors
Illinois
$209K – – –
MWP
884
Meredith Wealth Planning
Illinois
$208K +$208K +1,266 New
KCM
885
Kennedy Capital Management
Missouri
$207K +$207K +1,260 New
MAG
886
Mayfair Advisory Group
Alabama
$206K +$206K +1,229 New
FFA
887
Florida Financial Advisors
Florida
$205K +$205K +1,248 New
GIP
888
Greatmark Investment Partners
Georgia
$205K -$16.6K -101 -8%
SIG
889
Sargent Investment Group
Maryland
$204K +$204K +1,223 New
AC
890
AlphaCore Capital
California
$202K +$9.92K +60 +5%
CTA
891
Colonial Trust Advisors
South Carolina
$202K – – –
APA
892
Astoria Portfolio Advisors
New York
$202K +$202K +1,190 New
BWA
893
Bestgate Wealth Advisors
Maryland
$201K – – –
ATC
894
Advantage Trust Company
Kansas
$201K – – –
VFA
895
Valeo Financial Advisors
Indiana
$201K -$152K -926 -43%
SAM
896
Smartleaf Asset Management
Massachusetts
$201K -$514K -3,126 -72%
VC
897
Vicus Capital
Pennsylvania
$201K +$201K +1,220 New
NFC
898
Northstar Financial Companies
Pennsylvania
$201K +$201K +1,220 New
WFA
899
WMG Financial Advisors
Tennessee
$200K +$200K +1,218 New
FIA
900
FPC Investment Advisory
California
$200K +$200K +1,182 New
34 35
36
37 38