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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
SIM
1151
Synergy Investment Management
Florida
-$194K -1,207 Closed
CCM
1152
Cloud Capital Management
Washington
-$92K -578 Closed
T
1153
Transce3nd
Texas
-$68.1K -424 Closed
CWC
1154
Carolinas Wealth Consulting
North Carolina
-$61.8K -385 Closed
WT
1155
Washington Trust
Rhode Island
-$40K -249 Closed
SFGP
1156
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$36.9K -230 Closed
GWMI
1157
Guardian Wealth Management (Illinois)
Illinois
-$33.7K -209 Closed
WF
1158
Wayfinding Financial
Washington
-$32K -203 Closed
GWS
1159
Glassman Wealth Services
Virginia
-$32.3K -201 Closed
RIA
1160
Realta Investment Advisors
Delaware
-$32.1K -200 Closed
BGWM
1161
Bridge Generations Wealth Management
Florida
-$14.1K -88 Closed
SIS
1162
Strategic Investment Solutions
Illinois
-$10.1K -63 Closed
DCBT
1163
Dakota Community Bank & Trust
North Dakota
-$9.31K -58 Closed
PBK
1164
Peoples Bank (Kansas)
Kansas
-$5.62K -35 Closed
HT
1165
Headlands Technologies
Illinois
-$5.46K -34 Closed
FWA
1166
Flagship Wealth Advisors
Massachusetts
-$5.3K -33 Closed
SHF
1167
Safe Harbor Fiduciary
Florida
-$4.66K -29 Closed
BA
1168
Bristlecone Advisors
Washington
-$4.5K -28 Closed
RWM
1169
Ruedi Wealth Management
Illinois
-$4.3K -27 Closed
LWANC
1170
Laurel Wealth Advisors (North Carolina)
North Carolina
-$3.85K -24 Closed
MLA
1171
MB, Levis & Associates
Pennsylvania
-$3.01K -19 Closed
MSWM
1172
Mowery & Schoenfeld Wealth Management
Illinois
-$2.89K -18 Closed
PP
1173
Pacifica Partners
Canada
-$465 -3 Closed
FM
1174
Family Management
New York
-$321 -2 Closed
MIM
1175
Marshall Investment Management
Colorado
-$323 -2 Closed

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.