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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,076 hedge funds and large institutions have $10.5B invested in Vanguard Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 420 increasing their positions, 352 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,076
Holders Change
-20
Holders Change %
-1.82%
% of All Funds
14.62%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.73%
New
74
Increased
420
Reduced
352
Closed
73
Calls
$6.79M
Puts
$450K
Net Calls
+$6.34M
Net Calls Change
+$2.54M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$38.4M
2
Wells Fargo
Wells Fargo
California
+$33.9M
3
AssetMark Inc
AssetMark Inc
California
+$27.7M
4
WIA
World Investment Advisors
California
+$19.3M
5
SGAM
Stephens Group Asset Management
Arkansas
+$17.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$90.2M
2
PLFA
Pacific Life Fund Advisors
California
-$63.2M
3
Betterment LLC
Betterment LLC
New York
-$34.9M
4
EH
Equitable Holdings
New York
-$17.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$4.06M -$53.9K -349 -1%
GT
227
Glenview Trust
Kentucky
$4.06M -$906K -5,642 -18%
PCA
228
Prosperity Capital Advisors
Ohio
$4.05M -$116K -722 -3%
BCM
229
Becker Capital Management
Oregon
$4.04M – – –
CFO
230
Collective Family Office
Pennsylvania
$4.03M -$124K -772 -3%
PS
231
Principal Securities
Iowa
$4.01M – – –
RC
232
Rovin Capital
Arizona
$3.99M +$2.57K +16 +0.1%
FAT
233
First American Trust
California
$3.99M +$1.84M +11,490 +86%
IWA
234
IVC Wealth Advisors
Pennsylvania
$3.99M +$789K +4,917 +25%
IA
235
Integrity Alliance
Iowa
$3.99M +$3.99M +24,842 New
KFSN
236
Keystone Financial Services (Nebraska)
Nebraska
$3.93M +$207K +1,289 +6%
CHAM
237
Clear Harbor Asset Management
Connecticut
$3.92M +$474K +2,952 +14%
LIA
238
LifePlan Investment Advisors
North Carolina
$3.91M +$64.1K +399 +2%
Goldman Sachs
239
Goldman Sachs
New York
$3.9M +$198K +1,233 +5%
BDF
240
Black Diamond Financial
Maryland
$3.9M -$126K -787 -3%
AG
241
Ascent Group
Virginia
$3.88M +$161K +1,001 +4%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$3.81M -$7.69M -47,173 -67%
AI
243
Atria Investments
North Carolina
$3.73M -$316K -1,968 -8%
CL
244
Choreo LLC
Illinois
$3.71M -$7.22K -45 -0.2%
TC
245
Tacita Capital
Ontario, Canada
$3.69M -$23K -143 -0.6%
MSF
246
Mustard Seed Financial
Arkansas
$3.64M +$41.4K +258 +1%
FOFP
247
Fee-Only Financial Planning
South Carolina
$3.63M -$161 -1 -0%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$3.6M +$284K +2,001 +9%
EF
249
Envision Financial
Wisconsin
$3.55M -$175K -1,089 -5%
IFS
250
Ifrah Financial Services
Arkansas
$3.52M -$118K -736 -3%
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