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Vanguard Mid-Cap Value ETF

1,119 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 94 funds opening new positions, 361 increasing their positions, 386 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.58M

68% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,0931,119 (+26)

3% more capital invested

Capital invested by funds: $10.5B → $10.8B (+$343M)

0.18% more ownership

Funds ownership: 61.36%61.54% (+0.18%)

6% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 386

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
1,119
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
14.73%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.68%
New
94
Increased
361
Reduced
386
Closed
56
Calls
$6.38M
Puts
$1.58M
Net Calls
+$4.8M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
926
Jackson Grant Investment Advisers
Connecticut
$174K -$1.74K -11 -1%
HPC
927
HM Payson & Co
Maine
$167K
GA
928
GoalVest Advisory
New York
$165K +$79.8K +504 +101%
FPB
929
First PREMIER Bank
South Dakota
$161K
LFG
930
Larson Financial Group
Missouri
$157K -$9.34K -59 -6%
BlackRock
931
BlackRock
New York
$155K -$83.1K -525 -36%
CWM
932
Centricity Wealth Management
Ohio
$153K
FP
933
Financial Perspectives
Minnesota
$153K -$3.48K -22 -2%
GWS
934
Greykasell Wealth Strategies
California
$151K
AGWCA
935
Annis Gardner Whiting Capital Advisors
Florida
$151K
OWA
936
Opal Wealth Advisors
New York
$150K +$17.6K +111 +14%
NRC
937
New Republic Capital
North Carolina
$142K -$55.4K -350 -29%
BCMLT
938
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K -$29.1K -184 -18%
PWMG
939
Private Wealth Management Group
New Jersey
$135K
SL
940
Salomon & Ludwin
Virginia
$127K -$3.17K -20 -3%
PWA
941
Physician Wealth Advisors
Utah
$126K
MPCG
942
Matrix Private Capital Group
New York
$124K +$9.5K +60 +9%
ADL
943
Asset Dedication LLC
California
$121K
CFFP
944
Center for Financial Planning
Michigan
$121K
DJSG
945
D.J. St. Germain
Massachusetts
$118K +$633 +4 +0.6%
SMA
946
Sage Mountain Advisors
Georgia
$117K
HIW
947
Holos Integrated Wealth
Pennsylvania
$117K
HBW
948
Hazlett, Burt & Watson
West Virginia
$116K +$6.33K +40 +6%
BTI
949
Blue Trust Inc
Georgia
$116K +$18.7K +118 +20%
AAG
950
Armstrong Advisory Group
Massachusetts
$115K -$15.7K -99 -12%

VOE Hedge Fund Activity: Q2 2025 in Review

1,119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2025, worth a combined $10.8B — up 3.3% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new VOE positions and 56 closed out — a net gain of 38 holders — while 361 added to existing stakes and 386 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $57.5M. The largest seller was Royal Bank of Canada, cutting an estimated $83.4M.

  • 1,119 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2025, up from 1,093 in Q1 2025.
  • Funds reported $10.8B of Vanguard Mid-Cap Value ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 94 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2025 and 56 closed out, a net change of +38 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2025 was Osaic Holdings, an estimated $57.5M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2025.