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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 %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$17.6M +$507K +3,082 +3%
AI
77
Arvest Investments
Arkansas
$17.3M +$86.7K +527 +0.5%
LNB
78
Ledyard National Bank
$17.3M +$7.07K +43 +0%
PWM
79
Praetorian Wealth Management
California
$17.3M -$5.06M -30,764 -23%
SFG
80
Sage Financial Group
Pennsylvania
$17.2M -$377K -2,292 -2%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$17.1M +$627K +3,812 +4%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$16.1M -$129K -783 -0.8%
AMG
83
Asset Management Group
Connecticut
$15.7M -$152K -923 -1%
AA
84
Advisory Alpha
Michigan
$15.1M +$696K +4,235 +5%
EWA
85
ERTS Wealth Advisors
Michigan
$15M -$14M -85,285 -48%
LFS
86
Lutz Financial Services
Nebraska
$14.9M +$3.1M +18,853 +26%
LI
87
LMCG Investments
Massachusetts
$14.9M -$600K -3,646 -4%
OFP
88
OLIO Financial Planning
Virginia
$14.7M +$446K +2,713 +3%
EK
89
Evensky & Katz
Florida
$14.6M -$309K -1,879 -2%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$14.5M -$263K -1,602 -2%
BMCM
91
Bryn Mawr Capital Management
Pennsylvania
$14.5M +$2.59M +15,724 +22%
SIA
92
Strategic Investment Advisors
Michigan
$14.5M +$1.2M +7,277 +9%
CWAG
93
Compton Wealth Advisory Group
Virginia
$14.4M +$392K +2,381 +3%
CPIG
94
Chicago Partners Investment Group
Illinois
$14.2M +$65.9K +387 +0.5%
DWA
95
Dougherty Wealth Advisers
Minnesota
$14M +$1.17M +7,108 +9%
MWM
96
Modera Wealth Management
New Jersey
$13.9M -$153K -928 -1%
PMG
97
ProVise Management Group
Florida
$13.8M -$64K -389 -0.5%
HIP
98
HUB Investment Partners
Texas
$13.6M -$9.54K -58 -0.1%
DC
99
Davenport & Co
Virginia
$13.4M +$843K +5,126 +7%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$12.7M -$852K -5,183 -6%
2 3
4
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