Vanguard Morningstar Mid-Cap Value ETF
1,123 hedge funds and large institutions have $10.8B invested in Vanguard Morningstar Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 363 increasing their positions, 388 reducing their positions, and 56 closing their positions.
304% more call options, than puts
Call options by funds: $6.38M | Put options by funds: $1.58M
66% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 56
2% more funds holding
Funds holding: 1,098 → 1,123 (+25)
3% more capital invested
Capital invested by funds: $10.5B → $10.8B (+$353M)
0.24% more ownership
Funds ownership: 61.31% → 61.54% (+0.24%)
6% less repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 388
5% less funds holding in top 10
Funds holding in top 10: 55 → 52 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$57.5M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$52.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$25.6M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$25.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$83.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$49.6M |
| 3 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
-$28.3M |
| 4 |
Betterment LLC
New York
|
-$25.1M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$19.2M |
VOE Hedge Fund Activity: Q2 2025 in Review
1,123 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2025, worth a combined $10.8B — up 3.4% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new VOE positions and 56 closed out — a net gain of 37 holders — while 363 added to existing stakes and 388 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.
- 1,123 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2025, up from 1,098 in Q1 2025.
- Funds reported $10.8B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
- 93 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2025 and 56 closed out, a net change of +37 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2025 was Osaic Holdings, an estimated $57.5M added.
- The largest Vanguard Morningstar 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.