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Vanguard Morningstar Mid-Cap Value ETF
VOE

1,238 hedge funds and large institutions have $14.5B invested in Vanguard Morningstar Mid-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 58

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

8% more capital invested

Capital invested by funds: $13.5B → $14.5B (+$1.06B)

1% more funds holding

Funds holding: 1,225 → 1,238 (+13)

0.41% less ownership

Funds ownership: 64.38% → 63.97% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 66 → 62 (-4)

48% less call options, than puts

Call options by funds: $4.5M | Put options by funds: $8.68M

Holders
1,238
Holders Change
+13
Holders Change %
+1.06%
% of All Funds
14.97%
Holding in Top 10
62
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.06%
% of All Funds
0.75%
New
97
Increased
467
Reduced
413
Closed
58
Calls
$4.5M
Puts
$8.68M
Net Calls
-$4.17M
Net Calls Change
-$5.04M

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$67.5M
2
EFG
Everhart Financial Group
Ohio
+$49.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.3M
4
Morgan Stanley
Morgan Stanley
New York
+$24.8M
5
AssetMark Inc
AssetMark Inc
California
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
TCIIS
TIAA-CREF Individual & Institutional Services
New York
-$46.6M
2
Betterment LLC
Betterment LLC
New York
-$45.5M
3
PAG
Private Advisor Group
New Jersey
-$42.9M
4
AWM
Avior Wealth Management
Nebraska
-$37.2M
5
EH
Equitable Holdings
New York
-$29.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1001
Armbruster Capital Management
New York
$217K – – –
MGWA
1002
Monument Group Wealth Advisors
Massachusetts
$216K – – –
FWA
1003
FSM Wealth Advisors
Ohio
$215K +$387 +2 +0.2%
SP
1004
Successful Portfolios
Florida
$215K +$208K +1,075 New
FPGK
1005
Financial Partners Group (Kansas)
Kansas
$215K – – –
Citadel Advisors
1006
Citadel Advisors
Florida
$215K -$846K -4,374 -80%
JGIA
1007
Jackson Grant Investment Advisers
Connecticut
$215K +$967 +5 +0.5%
ISWM
1008
Independent Solutions Wealth Management
New York
$214K +$210K +1,084 New
FBB
1009
Fulton Breakefield Broenniman
Maryland
$214K +$209K +1,081 New
XF
1010
XML Financial
Maryland
$213K +$209K +1,080 New
ALC
1011
Alexander Labrunerie & Co
Missouri
$213K +$209K +1,079 New
OE
1012
OFS Enterprise
Nebraska
$213K +$209K +1,079 New
VP
1013
Verisail Partners
Georgia
$213K +$209K +1,079 New
BAM
1014
BOS Asset Management
Illinois
$213K +$208K +1,077 New
HIW
1015
Holos Integrated Wealth
Pennsylvania
$210K – – –
GWA
1016
Geometric Wealth Advisors
District of Columbia
$209K +$205K +1,058 New
NWMP
1017
Noble Wealth Management PBC
Colorado
$209K -$9.67K -50 -5%
TFS
1018
truNorth Financial Services
Pennsylvania
$207K +$203K +1,050 New
MAM
1019
Mainsail Asset Management
Alabama
$207K +$198K +1,022 New
RT
1020
Rockland Trust
Massachusetts
$207K +$203K +1,048 New
BSSFA
1021
Baron Silver Stevens Financial Advisors
Florida
$207K +$203K +1,047 New
SAM
1022
Smartleaf Asset Management
Massachusetts
$206K – – –
GIP
1023
Greatmark Investment Partners
Georgia
$206K +$202K +1,042 New
AIA
1024
Arbor Investment Advisors
North Carolina
$205K +$201K +1,038 New
TWA
1025
TCI Wealth Advisors
Arizona
$205K +$201K +1,037 New
39 40
41
42 43

VOE Hedge Fund Activity: Q2 2026 in Review

1,238 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2026, worth a combined $14.5B — up 7.9% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VOE positions and 58 closed out — a net gain of 39 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $67.5M. The largest seller was TIAA-CREF Individual & Institutional Services, cutting an estimated $46.6M.

  • 1,238 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2026, up from 1,225 in Q1 2026.
  • Funds reported $14.5B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2026, up 7.9% quarter-over-quarter.
  • 97 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2026 and 58 closed out, a net change of +39 holders.
  • The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2026 was EP Wealth Advisors, an estimated $67.5M added.
  • The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2026 was TIAA-CREF Individual & Institutional Services, an estimated $46.6M sold.

Based on aggregated 13F filings for Q2 2026.