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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 %
APP
126
Avantax Planning Partners
Iowa
$9.27M +$1.65M +10,015 +22%
GFA
127
Gladwyn Financial Advisors
Virginia
$9.2M +$9.2M +55,960 New
VWA
128
Visionary Wealth Advisors
Illinois
$9.11M +$263K +1,598 +3%
BFG
129
Bleakley Financial Group
New Jersey
$9.06M -$3.45K -21 -0%
TYCC
130
Texas Yale Capital Corp
Florida
$9.02M -$14.5K -88 -0.2%
Northern Trust
131
Northern Trust
Illinois
$8.99M -$228K -1,385 -2%
DADC
132
D.A. Davidson & Co
Montana
$8.97M +$145K +880 +2%
SFI
133
SPC Financial Inc
Maryland
$8.85M -$120K -727 -1%
MT
134
Midwest Trust
Kansas
$8.75M +$8.75M +53,219 New
HCMT
135
Highland Capital Management (Tennessee)
Tennessee
$8.72M -$16.4K -100 -0.2%
PP
136
Prosperity Planning
Missouri
$8.5M -$234K -1,420 -3%
Comerica Bank
137
Comerica Bank
Texas
$8.38M +$55.1K +335 +0.7%
FMTCOCP
138
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.24M +$851K +5,175 +12%
EWA
139
Exencial Wealth Advisors
Oklahoma
$8.2M -$316K -1,921 -4%
CFG
140
Clayton Financial Group
Missouri
$8.19M -$10.4M -63,106 -56%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$8.06M +$4.21M +25,628 +110%
AA
142
Alesco Advisors
New York
$7.77M -$38.6K -235 -0.5%
BWM
143
Brickley Wealth Management
California
$7.69M -$4.28K -26 -0.1%
EPP
144
ETF Portfolio Partners
Kansas
$7.64M +$542K +3,295 +8%
ONB
145
Old National Bancorp
Indiana
$7.52M +$309K +1,881 +4%
AOWM
146
Alpha Omega Wealth Management
Virginia
$7.5M +$267K +1,623 +4%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$7.46M +$607K +3,693 +9%
CI
148
CX Institutional
Indiana
$7.44M +$813K +4,943 +12%
FHA
149
First Horizon Advisors
Tennessee
$7.3M +$1.17M +7,135 +19%
ABC
150
Associated Banc-Corp
Wisconsin
$7.23M +$1.76M +10,704 +32%
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