VOE icon

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 %
ZC
176
Zeit Capital
Colorado
$5.83M +$35.9K +218 +0.6%
HI
177
Harbour Investments
Wisconsin
$5.8M +$357K +2,169 +7%
BSB
178
Bangor Savings Bank
Maine
$5.75M -$191K -1,160 -3%
HWM
179
HB Wealth Management
Georgia
$5.73M -$468K -2,848 -8%
RSWM
180
Robertson Stephens Wealth Management
California
$5.56M -$242K -1,463 -4%
BF
181
Baring Financial
Washington
$5.5M +$211K +1,282 +4%
FWP
182
FAS Wealth Partners
Kansas
$5.48M -$26.3K -160 -0.5%
TMWM
183
Taylor & Morgan Wealth Management
Michigan
$5.4M -$19.7K -120 -0.4%
FTS
184
Fifth Third Securities
Ohio
$5.39M +$169K +1,027 +3%
EFG
185
Everhart Financial Group
Ohio
$5.3M +$672K +4,089 +15%
KWMG
186
King Wealth Management Group
Florida
$5.3M -$115K -698 -2%
PA
187
Prism Advisors
California
$5.29M +$5.29M +32,175 New
HA
188
HFG Advisors
Ohio
$5.28M -$26.8K -163 -0.5%
HIA
189
Harbor Investment Advisory
Maryland
$5.25M -$71.5K -435 -1%
CIA
190
Concurrent Investment Advisors
Florida
$5.25M +$369K +2,241 +8%
TC
191
Tenret Company
Florida
$5.24M -$212K -1,290 -4%
FWM
192
Forza Wealth Management
Florida
$5.17M – – –
EA
193
Echo45 Advisors
California
$5.16M +$65.9K +401 +1%
PFA
194
Pure Financial Advisors
California
$5.14M -$181K -1,103 -3%
SCM
195
SOL Capital Management
Maryland
$5.11M -$94.6K -575 -2%
Corient Private Wealth
196
Corient Private Wealth
Florida
$5.07M +$2.28M +13,888 +82%
MWM
197
Maltin Wealth Management
New Jersey
$5.07M +$186K +1,132 +4%
KBFS
198
Kohmann Bosshard Financial Services
Ohio
$5.02M -$99.7K -606 -2%
ABWM
199
Alpine Bank Wealth Management
Colorado
$4.92M – – –
GPW
200
Genesis Private Wealth
Virginia
$4.91M +$81.9K +498 +2%
6 7
8
9 10