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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
KBFS
201
Kohmann Bosshard Financial Services
Ohio
$5.02M -$96K -606 -2%
ABWM
202
Alpine Bank Wealth Management
Colorado
$4.92M
GPW
203
Genesis Private Wealth
Virginia
$4.91M +$78.9K +498 +2%
TC
204
TAGStone Capital
North Carolina
$4.9M +$232K +1,468 +5%
SWM
205
Spire Wealth Management
Virginia
$4.82M +$24.2K +153 +0.5%
IWA
206
IVC Wealth Advisors
Pennsylvania
$4.74M +$633K +4,000 +16%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$4.72M +$530K +3,346 +13%
JWCA
208
J.W. Cole Advisors
Florida
$4.71M +$2.41M +15,210 +113%
Goldman Sachs
209
Goldman Sachs
New York
$4.65M +$629K +3,970 +16%
MA
210
Mutual Advisors
Nebraska
$4.62M +$123K +778 +3%
AWS
211
Atria Wealth Solutions
New York
$4.6M -$17.9K -113 -0.4%
PBF
212
Petix & Botte Financial
California
$4.59M -$214K -1,349 -5%
MFG
213
Midwest Financial Group
Kansas
$4.59M +$69.8K +441 +2%
CPA
214
Cathy Pareto & Associates
Florida
$4.55M -$48K -303 -1%
GT
215
Glenview Trust
Kentucky
$4.5M +$331K +2,089 +8%
CAM
216
Cresset Asset Management
Illinois
$4.49M -$261K -1,646 -6%
NC
217
NovaPoint Capital
Georgia
$4.47M -$11.6K -73 -0.3%
RA
218
RoundAngle Advisors
New Jersey
$4.45M -$78.2K -494 -2%
PWM
219
Perigon Wealth Management
California
$4.44M -$46.9K -296 -1%
IWC
220
Integrated Wealth Concepts
Massachusetts
$4.44M -$26.1K -165 -0.6%
EA
221
Eclectic Associates
California
$4.44M +$161K +1,014 +4%
BGAI
222
Bruce G. Allen Investments
Colorado
$4.36M +$16.5K +104 +0.4%
SCM
223
Sterling Capital Management
North Carolina
$4.36M +$1.69M +10,671 +67%
WIC
224
Whitegate Investment Counselors
New Hampshire
$4.33M +$151K +953 +4%
FUBT
225
First United Bank & Trust
Maryland
$4.3M -$166K -1,051 -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.