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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
SCP
126
Stevens Capital Partners
Nebraska
$9.28M +$1.05M +6,610 +13%
APP
127
Avantax Planning Partners
Iowa
$9.27M +$1.59M +10,015 +22%
GFA
128
Gladwyn Financial Advisors
Virginia
$9.2M +$8.86M +55,960 New
VWA
129
Visionary Wealth Advisors
Illinois
$9.11M +$253K +1,598 +3%
BFG
130
Bleakley Financial Group
New Jersey
$9.06M -$3.33K -21 -0%
TYCC
131
Texas Yale Capital Corp
Florida
$9.02M -$13.9K -88 -0.2%
Northern Trust
132
Northern Trust
Illinois
$8.99M -$219K -1,385 -2%
DADC
133
D.A. Davidson & Co
Montana
$8.97M +$139K +880 +2%
SFI
134
SPC Financial Inc
Maryland
$8.85M -$115K -727 -1%
MT
135
Midwest Trust
Kansas
$8.75M +$8.43M +53,219 New
HCMT
136
Highland Capital Management (Tennessee)
Tennessee
$8.72M -$15.8K -100 -0.2%
PP
137
Prosperity Planning
Missouri
$8.5M -$225K -1,420 -3%
Comerica Bank
138
Comerica Bank
Texas
$8.38M +$53K +335 +0.7%
SA
139
Sanctuary Advisors
Indiana
$8.34M +$299K +1,886 +4%
FMTCOCP
140
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.24M +$819K +5,175 +12%
EWA
141
Exencial Wealth Advisors
Oklahoma
$8.2M -$304K -1,921 -4%
CFG
142
Clayton Financial Group
Missouri
$8.19M -$9.99M -63,106 -56%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$8.05M +$4.06M +25,628 +110%
AA
144
Alesco Advisors
New York
$7.77M -$37.2K -235 -0.5%
BWM
145
Brickley Wealth Management
California
$7.69M -$4.12K -26 -0.1%
EPP
146
ETF Portfolio Partners
Kansas
$7.64M +$522K +3,295 +8%
ONB
147
Old National Bancorp
Indiana
$7.52M +$298K +1,881 +4%
AOWM
148
Alpha Omega Wealth Management
Virginia
$7.5M +$257K +1,623 +4%
SWIM
149
Smallwood Wealth Investment Management
New Jersey
$7.47M +$232K +1,464 +3%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$7.46M +$585K +3,693 +9%

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.