Vanguard Morningstar Mid-Cap Value ETF
1,199 hedge funds and large institutions have $12.8B invested in Vanguard Morningstar Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 475 increasing their positions, 350 reducing their positions, and 54 closing their positions.
193% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 54
36% more repeat investments, than reductions
Existing positions increased: 475 | Existing positions reduced: 350
12% more funds holding in top 10
Funds holding in top 10: 50 → 56 (+6)
11% more capital invested
Capital invested by funds: $11.5B → $12.8B (+$1.29B)
8% more funds holding
Funds holding: 1,114 → 1,199 (+85)
4.88% more ownership
Funds ownership: 60.95% → 65.83% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$28.7M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$27.2M |
| 3 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$24.7M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$24M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$51.9M |
| 2 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$28.6M |
| 3 |
Betterment LLC
New York
|
-$16.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.6M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$13.6M |
VOE Hedge Fund Activity: Q4 2025 in Review
1,199 institutional investors reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2025, worth a combined $12.8B — up 11% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new VOE positions and 54 closed out — a net gain of 104 holders — while 475 added to existing stakes and 350 trimmed.
The largest buyer was CIBC Private Wealth Group, adding an estimated $28.7M. The largest seller was Osaic Holdings, cutting an estimated $51.9M.
- 1,199 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2025, up from 1,114 in Q3 2025.
- Funds reported $12.8B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 158 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2025 and 54 closed out, a net change of +104 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2025 was CIBC Private Wealth Group, an estimated $28.7M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $51.9M sold.
Based on aggregated 13F filings for Q4 2025.