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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,097 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, 378 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
14.71%
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
378
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 %
Morgan Stanley
1
Morgan Stanley
New York
$758M +$5.95M +36,189 +0.8%
AssetMark Inc
2
AssetMark Inc
California
$701M +$26.6M +161,894 +4%
Betterment LLC
3
Betterment LLC
New York
$680M -$26.1M -158,460 -4%
Bank of America
4
Bank of America
North Carolina
$503M -$3.79M -23,065 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$450M -$86.6M -526,764 -16%
Wells Fargo
6
Wells Fargo
California
$424M +$19.9M +120,852 +5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$397M -$6.89M -41,867 -2%
EWA
8
EP Wealth Advisors
California
$275M +$26.2M +159,488 +11%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$275M -$5.87M -35,701 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$241M -$15.7M -95,385 -6%
UBS Group
11
UBS Group
Switzerland
$240M -$166K -1,009 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$197M -$51.5M -313,200 -21%
SGAM
13
Stephens Group Asset Management
Arkansas
$196M +$16.2M +98,460 +9%
LPL Financial
14
LPL Financial
California
$175M +$6.14M +37,337 +4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$167M +$7.57M +46,042 +5%
Ameriprise
16
Ameriprise
Minnesota
$162M +$9.27M +56,426 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$145M +$1.89M +11,521 +1%
MGIA
18
Moneta Group Investment Advisors
Missouri
$144M +$8.1M +49,225 +6%
OWM
19
Orgel Wealth Management
Wisconsin
$131M +$8.94M +54,333 +7%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$110M +$54.2M +329,597 +98%
Stifel Financial
21
Stifel Financial
Missouri
$106M +$6.49M +39,467 +7%
Raymond James Financial
22
Raymond James Financial
Florida
$103M +$2.96M +17,970 +3%
WA
23
Waverly Advisors
Alabama
$96.7M -$3.93M -23,892 -4%
Mariner
24
Mariner
Kansas
$96.7M +$3.51M +21,372 +4%
AWM
25
Avior Wealth Management
Nebraska
$89M +$553K +3,361 +0.6%
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