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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 %
OC
426
Oakworth Capital
Alabama
$1.17M – – –
CWM
427
Cadence Wealth Management
Massachusetts
$1.17M -$231K -1,439 -17%
RWP
428
Revolve Wealth Partners
New Jersey
$1.16M – – –
LWM
429
Lionshead Wealth Management
New York
$1.15M +$1.15M +7,177 New
CFO
430
Callan Family Office
Pennsylvania
$1.14M – – –
TFS
431
Thoroughbred Financial Services
Tennessee
$1.14M -$6.74K -42 -0.6%
CWM
432
Chemistry Wealth Management
New York
$1.13M +$19.7K +123 +2%
IPW
433
Intergy Private Wealth
Colorado
$1.12M -$13K -81 -1%
FFS
434
Founders Financial Securities
Maryland
$1.12M +$236K +1,521 +27%
FA
435
FDx Advisors
Illinois
$1.11M -$8.83K -55 -0.8%
VFG
436
Victory Financial Group
Texas
$1.1M -$175K -1,093 -14%
AIFAIM
437
American Institute for Advanced Investment Management
Arizona
$1.09M +$46.6K +290 +4%
MSA
438
Marino Stram & Associates
Massachusetts
$1.07M -$112K -697 -9%
EF
439
Elite Financial
Idaho
$1.07M +$2.73K +17 +0.3%
AWP
440
Astra Wealth Partners
New Jersey
$1.06M +$7.55K +47 +0.7%
BFA
441
Buttonwood Financial Advisors
Maryland
$1.06M +$166K +1,033 +18%
NPFS
442
Novak & Powell Financial Services
Florida
$1.06M -$55.2K -344 -5%
JIC
443
Joel Isaacson & Co
New York
$1.05M +$6.9K +43 +0.7%
SFS
444
Sowell Financial Services
Arkansas
$1.04M +$1.04M +6,508 New
EF
445
Empowered Funds
Pennsylvania
$1.04M -$11.6K -72 -1%
WTC
446
WhitTier Trust Company
Nevada
$1.04M – – –
CAM
447
Cozad Asset Management
Illinois
$1.04M -$93.8K -584 -8%
SWM
448
Schwallier Wealth Management
Michigan
$1.03M -$25.4K -158 -2%
C
449
Croban
Ohio
$1.02M +$129K +803 +14%
ST
450
Smithfield Trust
Pennsylvania
$1.01M -$57.4K -358 -5%
16 17
18
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