VOE icon

Vanguard Mid-Cap Value ETF

1,086 hedge funds and large institutions have $11.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 424 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.31M
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$14.7M
MWM
102
Modera Wealth Management
New Jersey
$14.6M
HIP
103
HUB Investment Partners
Texas
$14.5M
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$14.5M
KPWS
105
Kestra Private Wealth Services
Texas
$14M
EF
106
Empowered Funds
Pennsylvania
$13.6M
RFA
107
RTD Financial Advisors
Pennsylvania
$13.4M
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$13.2M
PCML
109
Payne Capital Management, LLC
New York
$12.5M
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$12.2M
EWM
111
Empirical Wealth Management
Washington
$12.2M
AC
112
Apella Capital
Connecticut
$12.1M
SC
113
Sepio Capital
Utah
$11.9M
SWA
114
SOA Wealth Advisors
New York
$11.8M
OWM
115
Opes Wealth Management
California
$11.8M
ES
116
Eagle Strategies
New York
$11.8M
CFG
117
Clayton Financial Group
Missouri
$11.7M
BF
118
BOK Financial
Oklahoma
$11.1M
PWM
119
Provident Wealth Management
Tennessee
$11M
PAS
120
Park Avenue Securities
New York
$10.9M
LIM
121
Leavell Investment Management
Alabama
$10.8M
GWM
122
Geneos Wealth Management
Colorado
$10.8M
JFG
123
JMG Financial Group
Illinois
$10.6M
SFA
124
Sequoia Financial Advisors
Ohio
$10.4M
DADC
125
D.A. Davidson & Co
Montana
$10.4M