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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 %
PFM
351
Phillips Financial Management
Indiana
$1.75M – – –
MG
352
Mather Group
Illinois
$1.75M +$64.7K +403 +4%
WTFG
353
Wells Trecaso Financial Group
Ohio
$1.74M +$16.7K +104 +1%
Citadel Advisors
354
Citadel Advisors
Florida
$1.72M -$1.01M -6,268 -37%
MFG
355
MidWestOne Financial Group
Iowa
$1.71M +$30.2K +188 +2%
SFG
356
Sterling Financial Group
California
$1.69M – – –
TPW
357
Talon Private Wealth
Florida
$1.69M +$40.5K +252 +2%
WT
358
Whittier Trust
California
$1.68M +$2.89K +18 +0.2%
SCA
359
STALEY CAPITAL ADVISERS
Pennsylvania
$1.65M – – –
BCI
360
Brinker Capital Investments
Pennsylvania
$1.64M +$157K +980 +11%
OPS
361
Orion Portfolio Solutions
Nebraska
$1.64M +$157K +980 +11%
MCM
362
Mainstream Capital Management
California
$1.64M -$171K -1,066 -9%
CAG
363
Csenge Advisory Group
Florida
$1.62M -$102K -675 -6%
AUB
364
Atlantic Union Bankshares
Virginia
$1.62M -$27.6K -172 -2%
IA
365
Insight Advisors
Pennsylvania
$1.61M -$9.31K -58 -0.6%
WDL
366
Well Done LLC
Michigan
$1.6M -$190K -1,177 -11%
SWP
367
Stratos Wealth Partners
Ohio
$1.58M -$42.2K -263 -3%
SEP
368
Southland Equity Partners
Missouri
$1.56M +$1.56M +9,736 New
REMPR
369
Roof Eidam Maycock Peralta (REMP)
California
$1.56M -$45K -280 -3%
WFM
370
Wolff Financial Management
Michigan
$1.54M +$7.06K +44 +0.5%
SC
371
Scotia Capital
Ontario, Canada
$1.52M +$1.03M +6,406 +208%
PSF
372
Pacific Sun Financial
California
$1.52M +$11.2K +70 +0.7%
CCFM
373
Clear Creek Financial Management
Washington
$1.52M +$249K +1,549 +20%
IAA
374
Ironsides Asset Advisors
North Carolina
$1.52M +$161 +1 +0%
CPA
375
Cardiff Park Advisors
California
$1.52M +$8.51K +53 +0.6%
13 14
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