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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 %
AFTS
276
American Financial & Tax Strategies
New York
$2.9M -$34.8K -217 -1%
HSA
277
HBK Sorce Advisory
Pennsylvania
$2.87M +$133K +831 +5%
SFM
278
Signet Financial Management
New Jersey
$2.86M -$244K -1,518 -8%
RPSA
279
Richard P. Slaughter Associates
Texas
$2.86M -$3.16M -19,660 -52%
CFP
280
Cascade Financial Partners
California
$2.79M – – –
SPIA
281
Steward Partners Investment Advisory
New York
$2.78M -$112K -700 -4%
CW
282
Cooksen Wealth
Texas
$2.78M +$222K +1,427 +9%
VCP
283
Verus Capital Partners
Arizona
$2.76M -$267K -1,662 -9%
WPC
284
Wedmont Private Capital
Pennsylvania
$2.76M +$8.09K +54 +0.3%
FGWP
285
Founders Grove Wealth Partners
Virginia
$2.75M +$219K +1,366 +9%
SEIA
286
Signature Estate & Investment Advisors
California
$2.73M +$519K +3,234 +23%
CCA
287
Checchi Capital Advisers
California
$2.72M -$836K -5,207 -23%
Corient Private Wealth
288
Corient Private Wealth
Florida
$2.72M -$405K -2,522 -13%
IFWM
289
Institute for Wealth Management
Colorado
$2.69M +$1.33M +8,255 +97%
VWM
290
Valley Wealth Managers
New Jersey
$2.69M -$24.2K -151 -0.9%
CF
291
Conquis Financial
California
$2.68M +$1.61K +10 +0.1%
TW
292
TritonPoint Wealth
Maryland
$2.65M -$193K -1,203 -7%
CTC
293
Central Trust Company
Missouri
$2.61M +$11.6K +72 +0.4%
PCG
294
Prosperity Consulting Group
Maryland
$2.61M -$234K -1,457 -8%
OIA
295
OneDigital Investment Advisors
Kansas
$2.59M +$123K +768 +5%
FIA
296
Foundations Investment Advisors
Arizona
$2.58M +$7.55K +47 +0.3%
CIAS
297
CBIZ Investment Advisory Services
Ohio
$2.57M – – –
MMA
298
Miracle Mile Advisors
California
$2.56M -$114K -708 -4%
SCM
299
Sterling Capital Management
North Carolina
$2.54M +$1.94M +12,094 +324%
FGG
300
Financial Guidance Group
Florida
$2.54M -$125K -779 -5%
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