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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 %
MCM
951
MV Capital Management
Maryland
$77.3K – – –
FCAS
952
First Command Advisory Services
Texas
$76.6K – – –
RF
953
Rossby Financial
Florida
$76.5K -$493 -3 -0.6%
DSC
954
Duncker Streett & Co
Missouri
$76.5K – – –
SIC
955
Salem Investment Counselors
North Carolina
$75.4K -$262K -1,589 -78%
TIM
956
Tortoise Investment Management
New York
$74.8K – – –
MIA
957
MeadowBrook Investment Advisors
Michigan
$74.8K – – –
TLA
958
Tanglewood Legacy Advisors
Texas
$71.7K – – –
MCA
959
Midwest Capital Advisors
Michigan
$71K -$14.3K -87 -17%
OW
960
Olistico Wealth
Oklahoma
$70.7K – – –
DPW
961
DiNuzzo Private Wealth
Pennsylvania
$69.9K – – –
CI
962
Cordant Inc
Oregon
$69.6K – – –
PIP
963
Peachtree Investment Partners
Florida
$69.4K – – –
HDIM
964
Hanson & Doremus Investment Management
Vermont
$68K – – –
AIM
965
Anchor Investment Management
South Carolina
$67.3K +$1.15K +7 +2%
AWM
966
Angeles Wealth Management
California
$66.9K +$66.9K +407 New
CFB
967
Cullen/Frost Bankers
Texas
$66.2K – – –
CWA
968
Carolina Wealth Advisors
South Carolina
$64.1K – – –
NA
969
Nordwand Advisors
Pennsylvania
$64.1K – – –
BOJHT
970
Bank of Jackson Hole Trust
Wyoming
$62.2K – – –
TCM
971
Traub Capital Management
Massachusetts
$60.9K +$60.9K +370 New
WWM
972
Wagner Wealth Management
South Carolina
$59.2K – – –
FAI
973
Fiduciary Advisors Inc
Missouri
$58.8K – – –
TCOT
974
Trust Company of Toledo
Ohio
$58.7K +$58.7K +357 New
FWM
975
FSA Wealth Management
Massachusetts
$57.6K +$89 +1 +0.2%
37 38
39
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