We are live on ! Find out more
VOE icon

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
RFA
101
RTD Financial Advisors
Pennsylvania
$12.6M +$4M +25,242 +49%
KPWS
102
Kestra Private Wealth Services
Texas
$12.6M +$2.01M +12,722 +20%
PMAM
103
Picton Mahoney Asset Management
Ontario, Canada
$11.9M +$11.4M +72,165 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$11.6M +$6.19M +39,081 +125%
EF
105
Empowered Funds
Pennsylvania
$11.4M +$9.93M +62,734 +965%
BF
106
BOK Financial
Oklahoma
$11.3M +$852K +5,379 +9%
SC
107
Sepio Capital
Utah
$11.2M -$9.11M -57,557 -46%
ES
108
Eagle Strategies
New York
$11.1M +$529K +3,339 +5%
IHWM
109
Iron Horse Wealth Management
Iowa
$10.8M +$299K +1,889 +3%
OWM
110
Opes Wealth Management
California
$10.8M +$743K +4,690 +8%
GWM
111
Geneos Wealth Management
Colorado
$10.7M -$11.1M -70,222 -52%
SFA
112
Sequoia Financial Advisors
Ohio
$10.7M -$8.25M -52,086 -45%
SC
113
Swan Capital
Florida
$10.4M +$4.94M +31,176 +96%
PCM
114
Payne Capital Management
New York
$10.3M -$13.5K -85 -0.1%
EWM
115
Empirical Wealth Management
Washington
$10.3M +$776K +4,900 +8%
PWM
116
Provident Wealth Management
Tennessee
$10.2M -$108K -685 -1%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$10.2M -$593K -3,746 -6%
LIM
118
Leavell Investment Management
Alabama
$10.2M +$171K +1,081 +2%
SWA
119
SOA Wealth Advisors
New York
$10.1M +$1.27M +8,004 +15%
PAS
120
Park Avenue Securities
New York
$10M -$406K -2,565 -4%
SCA
121
Scott Capital Advisors
Oregon
$9.94M -$69.2K -437 -0.7%
JFG
122
JMG Financial Group
Illinois
$9.92M +$5.07K +32 +0.1%
WANY
123
Wealthspire Advisors (New York)
New York
$9.53M -$251K -1,586 -3%
MCM
124
MAI Capital Management
Ohio
$9.46M +$37.4K +236 +0.4%
CB
125
Commerce Bank
Missouri
$9.32M -$286K -1,808 -3%

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.