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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 %
JHCP
1001
Jackson Hole Capital Partners
Oklahoma
$36.8K – – –
HC
1002
Hurley Capital
New York
$36.1K – – –
MAM
1003
Marquette Asset Management
Minnesota
$36K – – –
WFA
1004
West Financial Advisors
Iowa
$35.9K – – –
AA
1005
Addison Advisors
Vermont
$34.9K +$10.9K +66 +45%
SS
1006
SBI Securities
Japan
$34.7K -$164 -1 -0.5%
NB
1007
NBT Bank
New York
$33.1K – – –
TF
1008
Tompkins Financial
New York
$32.9K – – –
WBC
1009
West Branch Capital
Massachusetts
$31.9K – – –
AWM
1010
Accredited Wealth Management
Kentucky
$29.6K – – –
HWA
1011
HHM Wealth Advisors
Tennessee
$27.6K +$164 +1 +0.6%
RF
1012
Roxbury Financial
New Jersey
$27.1K – – –
PWMG
1013
Prestige Wealth Management Group
New Jersey
$26.5K – – –
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$23.9K +3,924 +16,350%
TPWA
1015
Twin Peaks Wealth Advisors
California
$23K +$23K +136 New
BIM
1016
Breakwater Investment Management
Washington
$22.2K – – –
SC
1017
SouthState Corp
Florida
$21.9K -$37K -225 -63%
VCM
1018
Versant Capital Management
Arizona
$21.7K – – –
FGC
1019
Financial Gravity Companies
Texas
$20K +$20K +121 New
CAM
1020
Clarity Asset Management
Iowa
$19.1K +$19.1K +116 New
WCAMG
1021
Woodard & Company Asset Management Group
North Carolina
$18.1K -$1.65K -10 -8%
Kayne Anderson Rudnick Investment Management
1022
Kayne Anderson Rudnick Investment Management
California
$18K – – –
ME
1023
McIlrath & Eck
Washington
$17.9K – – –
MIM
1024
MTM Investment Management
South Carolina
$17.6K – – –
FCT
1025
First Community Trust
Iowa
$17.4K +$329 +2 +2%
39 40
41
42 43