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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 %
FFA
1126
First Foundation Advisors
California
– -$225K -1,400 Closed
FT
1127
Fiduciary Trust
Massachusetts
– -$210K -1,306 Closed
FFP
1128
Freedom Financial Partners
Minnesota
– -$200K -1,248 Closed
SIM
1129
Synergy Investment Management
Florida
– -$194K -1,207 Closed
CCM
1130
Cloud Capital Management
Washington
– -$92K -578 Closed
T
1131
Transce3nd
Texas
– -$68.1K -424 Closed
CWC
1132
Carolinas Wealth Consulting
North Carolina
– -$61.8K -385 Closed
WT
1133
Washington Trust
Rhode Island
– -$40K -249 Closed
SFG
1134
Stonebridge Financial Group
Pennsylvania
– -$36.9K -230 Closed
GWM
1135
Guardian Wealth Management
Illinois
– -$33.7K -209 Closed
WF
1136
Wayfinding Financial
Washington
– -$32K -203 Closed
GWS
1137
Glassman Wealth Services
Virginia
– -$32.3K -201 Closed
RIA
1138
Realta Investment Advisors
Delaware
– -$32.1K -200 Closed
BGWM
1139
Bridge Generations Wealth Management
Florida
– -$14.1K -88 Closed
SIS
1140
Strategic Investment Solutions
Illinois
– -$10.1K -63 Closed
PBK
1141
Peoples Bank (Kansas)
Kansas
– -$5.62K -35 Closed
HT
1142
Headlands Technologies
Illinois
– -$5.46K -34 Closed
FWA
1143
Flagship Wealth Advisors
Massachusetts
– -$5.3K -33 Closed
SHF
1144
Safe Harbor Fiduciary
Florida
– -$4.66K -29 Closed
BA
1145
Bristlecone Advisors
Washington
– -$4.5K -28 Closed
RWM
1146
Ruedi Wealth Management
Illinois
– -$4.3K -27 Closed
MLA
1147
MB, Levis & Associates
Pennsylvania
– -$3.01K -19 Closed
MSWM
1148
Mowery & Schoenfeld Wealth Management
Illinois
– -$2.89K -18 Closed
PP
1149
Pacifica Partners
Canada
– -$465 -3 Closed
MIM
1150
Marshall Investment Management
Colorado
– -$323 -2 Closed
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