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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 %
BOH
301
Bank of Hawaii
Hawaii
$2.47M -$15.1K -94 -0.6%
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$2.47M +$2.47M +15,397 New
SWA
303
Stratos Wealth Advisors
Ohio
$2.47M +$105K +654 +4%
AIA
304
AIMZ Investment Advisors
California
$2.42M +$138K +860 +6%
RCM
305
RMR Capital Management
California
$2.41M -$74.8K -466 -3%
WTA
306
Washington Trust Advisors
Massachusetts
$2.4M -$13.3K -83 -0.6%
Vanguard Group
307
Vanguard Group
Pennsylvania
$2.37M +$323K +2,010 +16%
SVWAG
308
Sound View Wealth Advisors Group
Georgia
$2.35M -$373K -2,322 -14%
GC
309
Grimes & Company
Massachusetts
$2.34M +$11.6K +72 +0.5%
PCIA
310
Prime Capital Investment Advisors
Kansas
$2.29M +$247K +1,540 +12%
1WA
311
180 Wealth Advisors
Washington
$2.26M -$26.2K -163 -1%
AAP
312
Arax Advisory Partners
Colorado
$2.26M +$756K +4,708 +50%
AAS
313
Ameritas Advisory Services
Nebraska
$2.25M +$1.29K +8 +0.1%
Citigroup
314
Citigroup
New York
$2.23M +$426K +2,651 +24%
WRPWM
315
Werba Rubin Papier Wealth Management
California
$2.23M +$126K +787 +6%
SAG
316
SageView Advisory Group
California
$2.21M -$52.2K -325 -2%
BCM
317
Brookstone Capital Management
Illinois
$2.2M -$142K -887 -6%
WJA
318
Willis Johnson & Associates
Texas
$2.2M +$176K +1,094 +9%
GAI
319
General American Investors
New York
$2.2M – – –
WA
320
Wealth Alliance
New York
$2.2M +$71.1K +443 +3%
CANC
321
Culbertson A N & Co
Virginia
$2.19M +$135K +839 +7%
SB
322
Simmons Bank
Arkansas
$2.17M -$60.2K -375 -3%
JWCA
323
J.W. Cole Advisors
Florida
$2.16M -$533K -3,318 -20%
WPA
324
Wealth Preservation Advisors
Tennessee
$2.14M +$2.14M +13,335 New
EF
325
Empirical Finance
Pennsylvania
$2.12M -$124K -775 -6%
11 12
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