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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 %
WA
326
Wambolt & Associates
Colorado
$2.1M +$230K +1,432 +12%
PD
327
Planning Directions
Pennsylvania
$2.07M +$563K +3,508 +37%
KWM
328
Kingsview Wealth Management
Oregon
$2.07M -$217K -1,353 -9%
ANTB
329
AMG National Trust Bank
Colorado
$2.02M -$21.5K -134 -1%
MWM
330
Meridian Wealth Management
Kentucky
$2.02M +$178K +1,109 +10%
Wealthfront Advisers
331
Wealthfront Advisers
California
$2.02M -$123K -765 -6%
GFL
332
Granite FO LLC
New Hampshire
$2M – – –
SWM
333
Sagace Wealth Management
Florida
$1.98M -$62K -386 -3%
SF
334
Safeguard Financial
Wisconsin
$1.97M -$161K -1,005 -8%
SWM
335
SilverOak Wealth Management
Minnesota
$1.96M +$4.66K +29 +0.2%
ATC
336
Argent Trust Co
Tennessee
$1.94M +$89.9K +560 +5%
CFSG
337
Clark Financial Services Group
Missouri
$1.91M -$1.45K -9 -0.1%
UF
338
Univest Financial
Pennsylvania
$1.91M -$199K -1,239 -9%
PFA
339
Pathway Financial Advisors
Vermont
$1.9M -$4.98K -31 -0.3%
Financial Engines Advisors
340
Financial Engines Advisors
California
$1.9M -$207K -1,289 -10%
PFS
341
Prospera Financial Services
Texas
$1.89M +$29.4K +183 +2%
MFF
342
Michels Family Financial
Texas
$1.86M +$16.2K +101 +0.9%
IFA
343
Index Fund Advisors
California
$1.85M -$277K -1,725 -13%
CFAM
344
Center For Asset Management
Florida
$1.84M -$558K -3,473 -23%
TCOV
345
Trust Company of Vermont
Vermont
$1.8M +$41.3K +257 +2%
Wellington Management Group
346
Wellington Management Group
Massachusetts
$1.78M – – –
QCM
347
Quantinno Capital Management
New York
$1.77M +$572K +3,560 +48%
BP
348
Ballentine Partners
Massachusetts
$1.76M +$39.3K +245 +2%
FFN
349
Focus Financial Network
Minnesota
$1.76M +$78.2K +487 +5%
BSHC
350
Breed's Hill Capital
Massachusetts
$1.76M – – –
12 13
14
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