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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 %
RFA
101
RTD Financial Advisors
Pennsylvania
$12.6M +$4.15M +25,242 +49%
KPWS
102
Kestra Private Wealth Services
Texas
$12.6M +$2.09M +12,722 +20%
PMAM
103
Picton Mahoney Asset Management
Ontario, Canada
$11.9M +$11.9M +72,165 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$11.6M +$6.43M +39,081 +125%
EF
105
Empowered Funds
Pennsylvania
$11.4M +$10.3M +62,734 +965%
BF
106
BOK Financial
Oklahoma
$11.3M +$885K +5,379 +9%
SC
107
Sepio Capital
Utah
$11.2M -$9.47M -57,557 -46%
ES
108
Eagle Strategies
New York
$11.1M +$549K +3,339 +5%
IHWM
109
Iron Horse Wealth Management
Iowa
$10.8M +$311K +1,889 +3%
OWM
110
Opes Wealth Management
California
$10.8M +$771K +4,690 +8%
GWM
111
Geneos Wealth Management
Colorado
$10.7M -$11.5M -70,222 -52%
SFA
112
Sequoia Financial Advisors
Ohio
$10.7M -$8.57M -52,086 -45%
SC
113
Swan Capital
Florida
$10.4M +$5.13M +31,176 +96%
EWM
114
Empirical Wealth Management
Washington
$10.3M +$806K +4,900 +8%
PWM
115
Provident Wealth Management
Tennessee
$10.2M -$113K -685 -1%
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$10.2M -$616K -3,746 -6%
LIM
117
Leavell Investment Management
Alabama
$10.2M +$179K +1,081 +2%
SWA
118
SOA Wealth Advisors
New York
$10.1M +$1.32M +8,004 +15%
PAS
119
Park Avenue Securities
New York
$10M -$422K -2,565 -4%
SCA
120
Scott Capital Advisors
Oregon
$9.94M -$72.9K -437 -0.7%
JFG
121
JMG Financial Group
Illinois
$9.92M +$5.26K +32 +0.1%
WANY
122
Wealthspire Advisors (New York)
New York
$9.53M -$261K -1,586 -3%
MCM
123
MAI Capital Management
Ohio
$9.46M +$38.8K +236 +0.4%
CB
124
Commerce Bank
Missouri
$9.32M -$297K -1,808 -3%
SCP
125
Stevens Capital Partners
Nebraska
$9.28M +$1.1M +6,610 +13%
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5
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