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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 %
AF
151
Allworth Financial
California
$7.15M -$274K -1,664 -4%
FPAS
152
Focus Partners Advisor Solutions
Missouri
$7.06M +$1.07M +6,496 +18%
SG
153
Sharper & Granite
California
$7.05M +$234K +1,401 +3%
PAI
154
Pittenger & Anderson Inc
Nebraska
$6.99M – – –
CWM
155
Cranbrook Wealth Management
Michigan
$6.95M +$72.4K +440 +1%
CA
156
Capital Advantage
California
$6.93M -$6.86M -41,729 -50%
KAS
157
KPP Advisory Services
Kentucky
$6.87M -$72.5K -441 -1%
MFWP
158
Mosaic Family Wealth Partners
Missouri
$6.83M +$379K +2,303 +6%
RIA
159
Regal Investment Advisors
Michigan
$6.73M +$56.6K +344 +0.8%
MFG
160
Merit Financial Group
Georgia
$6.6M +$1.26M +7,675 +24%
ACA
161
Atlas Capital Advisors
Wyoming
$6.43M -$4.27M -25,954 -40%
HNB
162
Hilltop National Bank
Wyoming
$6.34M +$6.34M +38,524 New
AWM
163
AE Wealth Management
Kansas
$6.27M -$74.5K -453 -1%
WAM
164
Weinberger Asset Management
California
$6.25M +$88.8K +540 +1%
CAP
165
Columbia Advisory Partners
Washington
$6.21M -$581K -3,534 -9%
TFCP
166
Twin Focus Capital Partners
Massachusetts
$6.17M +$19.7K +120 +0.3%
AIA
167
Ally Invest Advisors
North Carolina
$6.13M -$11K -67 -0.2%
TA
168
TFB Advisors
Kansas
$5.96M +$106K +646 +2%
GB
169
Goepper Burkhardt
South Carolina
$5.93M -$597K -3,632 -9%
AWM
170
Accel Wealth Management
Iowa
$5.92M +$4.93K +30 +0.1%
MBI
171
May Barnhard Investments
Maryland
$5.92M +$75.7K +460 +1%
JFGIW
172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.88M +$4.99M +30,179 +561%
UB
173
UMB Bank
Missouri
$5.86M -$348K -2,119 -6%
AAS
174
Avantax Advisory Services
Texas
$5.86M +$228K +1,388 +4%
PS
175
Principal Securities
Iowa
$5.86M +$1.78M +10,842 +44%
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