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Vanguard Mid-Cap Value ETF

1,119 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 94 funds opening new positions, 361 increasing their positions, 386 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.58M

68% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 56

2% more funds holding

Funds holding: 1,0931,119 (+26)

3% more capital invested

Capital invested by funds: $10.5B → $10.8B (+$343M)

0.18% more ownership

Funds ownership: 61.36%61.54% (+0.18%)

6% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 386

5% less funds holding in top 10

Funds holding in top 10: 5552 (-3)

Holders
1,119
Holders Change
+26
Holders Change %
+2.38%
% of All Funds
14.73%
Holding in Top 10
52
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.45%
% of All Funds
0.68%
New
94
Increased
361
Reduced
386
Closed
56
Calls
$6.38M
Puts
$1.58M
Net Calls
+$4.8M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1026
Tompkins Financial
New York
$32.9K
WBC
1027
West Branch Capital
Massachusetts
$31.9K
AWM
1028
Accredited Wealth Management
Kentucky
$29.6K
HWA
1029
HHM Wealth Advisors
Tennessee
$27.6K +$158 +1 +0.6%
AIA
1030
Aventus Investment Advisors
Florida
$27.5K +$26.4K +167 New
RF
1031
Roxbury Financial
New Jersey
$27.1K
PWMG
1032
Prestige Wealth Management Group
New Jersey
$26.5K
TPWA
1033
Twin Peaks Wealth Advisors
California
$23K +$21.5K +136 New
BIM
1034
Breakwater Investment Management
Washington
$22.2K
SC
1035
SouthState Corp
Florida
$21.9K -$35.6K -225 -63%
VCM
1036
Versant Capital Management
Arizona
$21.7K
FGC
1037
Financial Gravity Companies
Texas
$20K +$19.2K +121 New
CAM
1038
Clarity Asset Management
Iowa
$19.1K +$18.4K +116 New
WCAMG
1039
Woodard & Company Asset Management Group
North Carolina
$18.1K -$1.58K -10 -8%
Kayne Anderson Rudnick Investment Management
1040
Kayne Anderson Rudnick Investment Management
California
$18K
ME
1041
McIlrath & Eck
Washington
$17.9K
MIM
1042
MTM Investment Management
South Carolina
$17.6K
FCT
1043
First Community Trust
Iowa
$17.4K +$317 +2 +2%
CWM
1044
CarsonAllaria Wealth Management
Illinois
$16.9K
WIM
1045
Westside Investment Management
California
$16.7K +$3.8K +24 +32%
PA
1046
Pineridge Advisors
Missouri
$16.5K
FFWM
1047
Future Financial Wealth Management
Ohio
$16.4K
MSG
1048
Main Street Group
Virginia
$15.8K
DF
1049
DecisionPoint Financial
Arizona
$15.5K +$14.7K +93 New
OFG
1050
Oxford Financial Group
Indiana
$15.5K -$90.9K -574 -86%

VOE Hedge Fund Activity: Q2 2025 in Review

1,119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2025, worth a combined $10.8B — up 3.3% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new VOE positions and 56 closed out — a net gain of 38 holders — while 361 added to existing stakes and 386 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $57.5M. The largest seller was Royal Bank of Canada, cutting an estimated $83.4M.

  • 1,119 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2025, up from 1,093 in Q1 2025.
  • Funds reported $10.8B of Vanguard Mid-Cap Value ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 94 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2025 and 56 closed out, a net change of +38 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2025 was Osaic Holdings, an estimated $57.5M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2025.