Vanguard Morningstar Mid-Cap Value ETF
1,116 hedge funds and large institutions have $11.5B invested in Vanguard Morningstar Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 436 increasing their positions, 358 reducing their positions, and 56 closing their positions.
295% more call options, than puts
Call options by funds: $5.31M | Put options by funds: $1.34M
136% more capital inflows, than outflows
Capital inflows: $635M | Capital outflows: $269M
25% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 56
22% more repeat investments, than reductions
Existing positions increased: 436 | Existing positions reduced: 358
0.58% less ownership
Funds ownership: 61.54% → 60.96% (-0.58%)
1% less funds holding
Funds holding: 1,124 → 1,116 (-8)
4% less funds holding in top 10
Funds holding in top 10: 52 → 50 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$102M |
| 2 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$56.9M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$42.2M |
| 4 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
+$29.5M |
| 5 |
AssetMark Inc
Concord,
California
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$19.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$18.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.6M |
| 4 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$16M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$13M |
VOE Hedge Fund Activity: Q3 2025 in Review
1,116 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2025, worth a combined $11.5B — up 6.4% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new VOE positions and 56 closed out — a net gain of 14 holders — while 436 added to existing stakes and 358 trimmed.
The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $102M. The largest seller was Betterment LLC, cutting an estimated $19.3M.
- 1,116 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2025, down from 1,124 in Q2 2025.
- Funds reported $11.5B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
- 70 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2025 and 56 closed out, a net change of +14 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $102M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2025 was Betterment LLC, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2025.