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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 %
HAM
401
Hickory Asset Management
Ohio
$1.3M +$4.66K +29 +0.4%
BIM
402
Baldwin Investment Management
Pennsylvania
$1.3M -$10.1K -63 -0.8%
MCM
403
MidAtlantic Capital Management
Virginia
$1.3M +$366K +2,277 +39%
EWM
404
Evergreen Wealth Management
Michigan
$1.29M -$13.2K -82 -1%
JIC
405
Johnson Investment Counsel
Ohio
$1.28M -$64.2K -400 -5%
1IA
406
1834 Investment Advisors
Wisconsin
$1.28M +$3.53K +22 +0.3%
FNBOMD
407
First National Bank of Mount Dora
Florida
$1.28M – – –
AF
408
Advisornet Financial
Minnesota
$1.28M +$59.2K +369 +5%
SF
409
Synovus Financial
Georgia
$1.27M +$14K +87 +1%
TC
410
TownSquare Capital
Utah
$1.27M -$112K -700 -8%
CWA
411
CJM Wealth Advisers
Virginia
$1.24M -$54.3K -338 -4%
CWM
412
Congress Wealth Management
Massachusetts
$1.24M +$706K +4,393 +131%
BWM
413
BKM Wealth Management
Wisconsin
$1.24M +$116K +725 +10%
FC
414
Forte Capital
New York
$1.24M -$136K -845 -10%
LI
415
LifeWealth Investments
Florida
$1.23M -$97.5K -607 -7%
ZF
416
Zhang Financial
Michigan
$1.22M +$87.8K +547 +8%
PCM
417
Parsons Capital Management
Rhode Island
$1.21M -$19.6K -122 -2%
GHAM
418
Gilman Hill Asset Management
Connecticut
$1.21M +$991K +6,175 +463%
D
419
Dentgroup
Louisiana
$1.2M -$22.6K -141 -2%
RFC
420
Regions Financial Corp
Alabama
$1.19M -$78K -486 -6%
MSFS
421
Main Street Financial Solutions
Pennsylvania
$1.19M -$2.73K -17 -0.2%
WH
422
Willner & Heller
California
$1.18M +$18.5K +115 +2%
CAL
423
Capital Advisors Ltd
Ohio
$1.18M -$3.21K -20 -0.3%
Lido Advisors
424
Lido Advisors
California
$1.18M +$66.1K +412 +6%
MMPW
425
Mitchell McLeod Pugh & Williams
Alabama
$1.18M +$62.5K +389 +6%
15 16
17
18 19