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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
UB
176
UMB Bank
Missouri
$5.86M -$336K -2,119 -6%
AAS
177
Avantax Advisory Services
Texas
$5.86M +$220K +1,388 +4%
PS
178
Principal Securities
Iowa
$5.86M +$1.72M +10,842 +44%
ZC
179
Zeit Capital
Colorado
$5.83M +$34.5K +218 +0.6%
HI
180
Harbour Investments
Wisconsin
$5.8M +$343K +2,169 +7%
BSB
181
Bangor Savings Bank
Maine
$5.75M -$184K -1,160 -3%
HWM
182
HB Wealth Management
Georgia
$5.73M -$451K -2,848 -8%
RSWM
183
Robertson Stephens Wealth Management
California
$5.56M -$232K -1,463 -4%
BF
184
Baring Financial
Washington
$5.5M +$203K +1,282 +4%
FWP
185
FAS Wealth Partners
Kansas
$5.48M -$25.3K -160 -0.5%
TMWM
186
Taylor & Morgan Wealth Management
Michigan
$5.4M -$19K -120 -0.4%
FTS
187
Fifth Third Securities
Ohio
$5.39M +$163K +1,027 +3%
CWL
188
Causey Wealth LLC
Colorado
$5.36M -$126K -794 -2%
EFG
189
Everhart Financial Group
Ohio
$5.3M +$647K +4,089 +15%
KWMG
190
King Wealth Management Group
Florida
$5.3M -$111K -698 -2%
PA
191
Prism Advisors
California
$5.29M +$5.09M +32,175 New
HA
192
HFG Advisors
Ohio
$5.28M -$25.8K -163 -0.5%
HIA
193
Harbor Investment Advisory
Maryland
$5.25M -$68.9K -435 -1%
CIA
194
Concurrent Investment Advisors
Florida
$5.25M +$355K +2,241 +8%
TC
195
Tenret Company
Florida
$5.24M -$204K -1,290 -4%
FWM
196
Forza Wealth Management
Florida
$5.17M
EA
197
Echo45 Advisors
California
$5.16M +$63.5K +401 +1%
PFA
198
Pure Financial Advisors
California
$5.14M -$175K -1,103 -3%
SCM
199
SOL Capital Management
Maryland
$5.11M -$91K -575 -2%
MWM
200
Maltin Wealth Management
New Jersey
$5.07M +$179K +1,132 +4%

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.