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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 %
CWM
1026
CarsonAllaria Wealth Management
Illinois
$16.9K – – –
WIM
1027
Westside Investment Management
California
$16.7K +$4K +24 +32%
PA
1028
Pineridge Advisors
Missouri
$16.5K – – –
FFWM
1029
Future Financial Wealth Management
Ohio
$16.4K – – –
MSG
1030
Main Street Group
Virginia
$15.8K – – –
DF
1031
DecisionPoint Financial
Arizona
$15.5K +$15.5K +93 New
OFG
1032
Oxford Financial Group
Indiana
$15.5K -$94.4K -574 -86%
LBC
1033
Lowe Brockenbrough & Co
Virginia
$15.5K +$15.5K +94 New
PCA
1034
Providence Capital Advisors
North Carolina
$14K +$14K +85 New
SC
1035
Stephens Consulting
Michigan
$13.3K -$28.8K -175 -68%
PP
1036
Pingora Partners
Wyoming
$12.8K – – –
CPA
1037
Compass Planning Associates
Massachusetts
$12K +$3.78K +23 +46%
BTD
1038
BankPlus Trust Department
Mississippi
$11.7K – – –
PFSC
1039
Peoples Financial Services Corp
Pennsylvania
$11.3K – – –
CTB
1040
Country Trust Bank
Illinois
$11.2K – – –
KSB
1041
Kennebec Savings Bank
Maine
$11K – – –
CIA
1042
Cape Investment Advisory
Georgia
$10.8K – – –
DWS
1043
Dynamic Wealth Strategies
California
$10.5K +$10.5K +64 New
AEPWM
1044
Atlantic Edge Private Wealth Management
Florida
$10K -$1.97K -12 -16%
FRA
1045
Front Row Advisors
California
$9.92K -$6.61K -40 -40%
YAL
1046
Your Advocates Ltd
Texas
$9.54K – – –
MG
1047
MilWealth Group
Wisconsin
$9.5K – – –
GWSA
1048
Global Wealth Strategies & Associates
Colorado
$9.37K – – –
TAM
1049
Townsend Asset Management
North Carolina
$8.72K -$1.48K -9 -15%
GWANC
1050
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.39K -$8.55K -52 -50%
40 41
42
43 44