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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 %
SA
376
Strategic Advisors
New York
$1.51M +$1.18M +7,354 +360%
SI
377
Seeds Investor
New York
$1.5M -$381K -2,372 -20%
EC
378
Estate Counselors
Wisconsin
$1.5M -$4.74M -29,552 -76%
IC
379
IEQ Capital
California
$1.49M +$3.53K +22 +0.2%
SHFA
380
SC&H Financial Advisors
Maryland
$1.48M +$4.98K +31 +0.3%
TPA
381
Trivium Point Advisory
Connecticut
$1.47M -$61.3K -382 -4%
SCA
382
Snowden Capital Advisors
New York
$1.47M +$193K +1,200 +15%
BAM
383
Belpointe Asset Management
Nevada
$1.45M +$1.25M +7,795 +615%
FCA
384
Fortis Capital Advisors
Kansas
$1.45M +$1.45M +9,063 New
LFAS
385
Level Four Advisory Services
Texas
$1.45M -$10.6K -66 -0.7%
CWM
386
Cornerstone Wealth Management
Missouri
$1.45M +$32.8K +204 +2%
HCM
387
Howland Capital Management
Massachusetts
$1.45M – – –
AQR Capital Management
388
AQR Capital Management
Connecticut
$1.43M +$174K +1,081 +14%
CIA
389
Choate Investment Advisors
Massachusetts
$1.41M +$112K +700 +9%
MAFA
390
MJT & Associates Financial Advisory
Minnesota
$1.4M +$1.4M +8,740 New
NFC
391
Northeast Financial Consultants
Connecticut
$1.4M -$5.14K -32 -0.4%
NB
392
Nicolet Bankshares
Wisconsin
$1.4M – – –
MA
393
MONECO Advisors
Connecticut
$1.39M -$4.34K -27 -0.3%
WFA
394
Wellspring Financial Advisors
Ohio
$1.38M -$1.2K -685 -0.1%
WFAG
395
Wescott Financial Advisory Group
Pennsylvania
$1.38M -$14.4K -90 -1%
MLA
396
My Legacy Advisors
Oregon
$1.35M +$33.9K +211 +3%
PIMG
397
Patriot Investment Management Group
Tennessee
$1.35M – – –
GCM
398
Gibraltar Capital Management
Oklahoma
$1.35M +$1.35M +8,411 New
AIM
399
Acropolis Investment Management
Missouri
$1.35M -$110K -685 -8%
ECAM
400
East Coast Asset Management
Massachusetts
$1.34M +$321 +2 +0%
14 15
16
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