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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
Morgan Stanley
1
Morgan Stanley
New York
$758M +$5.73M +36,189 +0.8%
AssetMark Inc
2
AssetMark Inc
California
$701M +$25.6M +161,894 +4%
Betterment LLC
3
Betterment LLC
New York
$680M -$25.1M -158,460 -4%
Bank of America
4
Bank of America
North Carolina
$503M -$3.65M -23,065 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$450M -$83.4M -526,764 -16%
Wells Fargo
6
Wells Fargo
California
$424M +$19.1M +120,852 +5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$397M -$6.63M -41,867 -2%
EWA
8
EP Wealth Advisors
California
$275M +$25.3M +159,488 +11%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$275M -$5.65M -35,701 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$241M -$15.1M -95,385 -6%
UBS Group
11
UBS Group
Switzerland
$240M -$160K -1,009 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$197M -$49.6M -313,200 -21%
SGAM
13
Stephens Group Asset Management
Arkansas
$196M +$15.6M +98,460 +9%
LPL Financial
14
LPL Financial
California
$175M +$5.91M +37,337 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$167M +$7.29M +46,042 +5%
Ameriprise
16
Ameriprise
Minnesota
$162M +$8.93M +56,426 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$145M +$1.82M +11,521 +1%
MGIA
18
Moneta Group Investment Advisors
Missouri
$144M +$7.79M +49,225 +6%
OWM
19
Orgel Wealth Management
Wisconsin
$131M +$8.6M +54,333 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$110M +$57.5M +363,254 +116%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$110M +$52.2M +329,597 +98%
Stifel Financial
22
Stifel Financial
Missouri
$106M +$6.25M +39,467 +7%
Raymond James Financial
23
Raymond James Financial
Florida
$103M +$2.85M +17,970 +3%
WA
24
Waverly Advisors
Alabama
$96.7M -$3.78M -23,892 -4%
Mariner
25
Mariner
Kansas
$96.7M +$3.38M +21,372 +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.