Vanguard Mid-Cap Value
VOE • ARCA
Vanguard Mid-Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 1,084 institutional investors hold shares in this ETF, with total holdings valued at $11.5B. MORGAN STANLEY is the largest holder with a position valued at $830.2M.
Overview
Overview of institutional ownership in VOE as of Q3 2025
All Institutions
- Institutions
- 1,084
- Value Held
- $11.5B
- Shares Held
- 65.8M
- Avg Position
- $10.6M
- Median Position
- $754.1K
Hedge Funds
- Hedge Funds
- 12
- Value Held
- $16.9M
- Shares Held
- 96.6K
- Avg Position
- $1.4M
- Median Position
- $810.9K
Biggest Investors
Institutions with the largest positions in VOE as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $830.2M 0.05% of portfolio |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $770.7M 1.66% of portfolio |
 Betterment LLC RIA/Wealth | $701.9M 1.48% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $530.2M 0.04% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $460.7M 0.09% of portfolio |
R ROYAL BANK OF CANADA Institution | $459.6M 0.08% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $435.5M 0.30% of portfolio |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $279.0M 0.68% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $255.0M 0.15% of portfolio |
 UBS Group AG Institution | $244.3M 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VOE in Q3 2025
- Traded
- +$385.2M
- Buyers
- 496
- Sellers
- 403
- Total Bought
- +$642.8M
- Total Sold
- −$257.5M
- Avg Position
- $10.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | +$104.8M +600.3K shares |
P PICTON MAHONEY ASSET MANAGEMENT Institution | +$58.3M +334.2K shares |
 Berman McAleer LLC RIA/Wealth | +$51.7M +294.5K shares |
C CI Private Wealth, LLC RIA/Wealth | +$43.3M +247.9K shares |
W WoodTrust Financial Corp Institution | +$30.2M +173.2K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$26.2M +149.9K shares |
MORGAN STANLEY RIA/Wealth | +$25.3M +145.1K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$19.9M +113.7K shares |
 Cetera Investment Advisers RIA/Wealth | +$18.2M +104.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$14.5M +83.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Betterment LLC RIA/Wealth | −$19.8M −113.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$18.6M −106.3K shares |
R ROYAL BANK OF CANADA Institution | −$18.1M −103.6K shares |
 STEPHENS GROUP ASSET MANAGEMENT, LLC RIA/Wealth | −$16.4M −94.1K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | −$13.3M −76.1K shares |
 Summit Financial, LLC RIA/Wealth | −$10.7M −61.2K shares |
UBS Group AG Institution | −$10.0M −57.3K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | −$8.7M −49.7K shares |
 Visionary Wealth Advisors RIA/Wealth | −$6.2M −35.6K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$6.1M −34.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VOE in Q3 2025
- New Positions
- 31
- New Value
- $179.6M
- Exited Positions
- 57
- Exited Value
- $28.2M
New Positions
| Institution | Position Value |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $104.8M 600.3K shares |
Berman McAleer LLC RIA/Wealth | $51.7M 294.5K shares |
T TD Waterhouse Canada Inc. Institution | $4.1M 23.8K shares |
 CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short | $2.9M 16.4K shares |
 GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth | $2.9M 16.3K shares |
 Fortitude Family Office, LLC Family Office | $2.1M 12.3K shares |
 SPRINGBOK CAPITAL MANAGEMENT, LLC Fund of Funds | $1.8M 10.5K shares |
S Stonegate Management LLC Institution | $1.8M 10.2K shares |
E Equity Wealth Partners, LLC RIA/Wealth | $1.5M 8.3K shares |
V Vise Technologies, Inc. Institution | $926.0K 5.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
 Kingstone Capital Partners Texas, LLC RIA/Wealth | $4.8M 28.9K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $4.2M 25.5K shares |
F FLOW TRADERS U.S. LLC Institution | $2.7M 16.7K shares |
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $1.3M 7.9K shares |
 Peirce Capital Management, LLC RIA/Wealth | $1.1M 6.8K shares |
 Forefront Analytics, LLC RIA/Wealth | $1.1M 6.7K shares |
G GTS SECURITIES LLC Institution | $1.0M 6.2K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $904.2K 5.5K shares |
 Verisail Partners, LLC RIA/Wealth | $894.7K 5.4K shares |
 L2 Asset Management, LLC Hedge Fund•Long/Short | $838.6K 5.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in VOE as of Q3 2025
- Call Positions
- 3
- Call Value
- $5.3M
- Put Positions
- 3
- Put Value
- $1.3M
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.9M 224.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.4M 80.0 contracts |
B Belvedere Trading LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $785.6K 45.0 contracts |
J JANE STREET GROUP, LLC Institution | $558.7K 32.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with VOE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STEPHENS GROUP ASSET MANAGEMENT, LLC RIA/Wealth | 12.90% $191.4M |
 Grove Street Fiduciary, LLC RIA/Wealth | 10.91% $23.1M |
S SYM FINANCIAL CORPORATION RIA/Wealth | 10.23% $95.6M |
 Dougherty Wealth Advisers LLC RIA/Wealth | 9.89% $15.4M |
 BHK Investment Advisors, LLC RIA/Wealth | 9.13% $24.4M |
 Clayton Financial Group LLC RIA/Wealth | 8.56% $11.7M |
M Marotta Asset Management RIA/Wealth | 7.32% $38.9M |
 Gladwyn Financial Advisors, Inc. RIA/Wealth | 7.23% $10.1M |
Berman McAleer LLC RIA/Wealth | 7.23% $51.7M |
 SHAKESPEARE WEALTH MANAGEMENT, INC. RIA/Wealth | 7.01% $30.8M |
Hedge Fund Spotlight
Discover hedge funds investing in VOE
WINEBRENNER CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerEarl George Winebrenner
- Portfolio Value
- $137.9M
- Positions
- 133
- Last Reported
- Q3 2025
Sector Allocation
Position in Vanguard Mid-Cap Value
- Market Value
- $549.0K
- Shares Held
- 3.1K
- Portfolio Weight
- 0.40%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $6.4M | 4.66% | |
Semiconductors Technology | $6.3M | 4.58% | |
ETF ETF | $5.6M | 4.08% |
