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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
BWA
901
Bestgate Wealth Advisors
Maryland
$219K – – –
WS
902
Wedbush Securities
California
$219K +$213K +1,252 New
AC
903
AlphaCore Capital
California
$216K +$1.02K +6 +0.5%
CWM
904
Cahaba Wealth Management
Georgia
$216K +$210K +1,235 New
CI
905
Ceera Investments
Texas
$215K +$209K +1,230 New
MAG
906
Mayfair Advisory Group
Alabama
$215K – – –
ATC
907
Advantage Trust Company
Kansas
$214K – – –
WAM
908
WNY Asset Management
New York
$214K -$21.9K -129 -10%
WFA
909
WMG Financial Advisors
Tennessee
$213K – – –
BLC
910
Brown, Lisle/Cummings
Rhode Island
$212K +$2.55K +15 +1%
JWM
911
Jeppson Wealth Management
California
$211K +$206K +1,210 New
CA
912
CGN Advisors
Kansas
$210K +$205K +1,205 New
BWL
913
Bogart Wealth LLC
Virginia
$209K -$18K -106 -8%
SP
914
Stonebrook Private
Michigan
$209K +$203K +1,196 New
APA
915
Astoria Portfolio Advisors
New York
$208K – – –
WFA
916
Wells Financial Advisors
Massachusetts
$207K -$2.55K -15 -1%
LFA
917
Level Financial Advisors
New York
$207K +$202K +1,185 New
SIM
918
Synergy Investment Management
Florida
$207K +$201K +1,183 New
FIA
919
FPC Investment Advisory
California
$206K – – –
EWM
920
Endowment Wealth Management
Wisconsin
$206K +$201K +1,181 New
PCFFS
921
Pacific Center for Financial Services
California
$206K -$4.76K -28 -2%
S
922
Sachetta
Massachusetts
$205K – – –
FFP
923
Freedom Financial Partners
Minnesota
$202K +$197K +1,157 New
4WM
924
49 Wealth Management
Texas
$202K +$197K +1,156 New
CTA
925
Colonial Trust Advisors
South Carolina
$201K -$13.1K -77 -6%
35 36
37
38 39

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.