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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 %
TC
201
TAGStone Capital
North Carolina
$4.9M +$247K +1,468 +5%
SWM
202
Spire Wealth Management
Virginia
$4.82M +$25.2K +153 +0.5%
IWA
203
IVC Wealth Advisors
Pennsylvania
$4.74M +$658K +4,000 +16%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$4.72M +$550K +3,346 +13%
CAM
205
Cresset Asset Management
Illinois
$4.71M -$47K -284 -1%
JWCA
206
J.W. Cole Advisors
Florida
$4.71M +$2.5M +15,210 +113%
Goldman Sachs
207
Goldman Sachs
New York
$4.65M +$653K +3,970 +16%
MA
208
Mutual Advisors
Nebraska
$4.62M +$133K +778 +3%
AWS
209
Atria Wealth Solutions
New York
$4.6M -$18.7K -113 -0.4%
PBF
210
Petix & Botte Financial
California
$4.59M -$222K -1,349 -5%
MFG
211
Midwest Financial Group
Kansas
$4.59M +$72.5K +441 +2%
CPA
212
Cathy Pareto & Associates
Florida
$4.55M -$49.8K -303 -1%
GT
213
Glenview Trust
Kentucky
$4.5M +$344K +2,089 +8%
NC
214
NovaPoint Capital
Georgia
$4.47M -$12K -73 -0.3%
RA
215
RoundAngle Advisors
New Jersey
$4.45M -$81.2K -494 -2%
PWM
216
Perigon Wealth Management
California
$4.44M -$48.7K -296 -1%
IWC
217
Integrated Wealth Concepts
Massachusetts
$4.44M -$27.1K -165 -0.6%
EA
218
Eclectic Associates
California
$4.44M +$167K +1,014 +4%
BGAI
219
Bruce G. Allen Investments
Colorado
$4.36M +$17.1K +104 +0.4%
SCM
220
Sterling Capital Management
North Carolina
$4.36M +$1.75M +10,671 +67%
WIC
221
Whitegate Investment Counselors
New Hampshire
$4.33M +$157K +953 +4%
FUBT
222
First United Bank & Trust
Maryland
$4.3M -$173K -1,051 -4%
TAM
223
Tocqueville Asset Management
New York
$4.3M -$71.5K -435 -2%
CFO
224
Collective Family Office
Pennsylvania
$4.26M +$128K +777 +3%
Brown Advisory
225
Brown Advisory
Maryland
$4.25M -$193K -1,171 -4%
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