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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 %
GPA
451
Guidance Point Advisors
Massachusetts
$997K +$6.58K +41 +0.7%
OC
452
Opinicus Capital
Florida
$979K -$5.94K -37 -0.6%
CFA
453
Cahill Financial Advisors
Minnesota
$978K -$99.7K -621 -9%
CIBC World Market
454
CIBC World Market
Ontario, Canada
$977K +$7.22K +45 +0.7%
FFA
455
Farther Finance Advisors
California
$972K -$605K -3,767 -38%
RWM
456
Ritholtz Wealth Management
New York
$972K +$50.1K +312 +5%
MW
457
Members Wealth
Pennsylvania
$968K -$1.77K -11 -0.2%
ORC
458
O'Rourke & Company
Massachusetts
$967K +$76.9K +479 +9%
DI
459
DDFG Inc
California
$965K -$2.41K -15 -0.2%
MFG
460
Magnus Financial Group
New York
$960K +$2.73K +17 +0.3%
TBWA
461
Three Bridge Wealth Advisors
California
$957K +$2.25K +14 +0.2%
CHC
462
City Holding Co
West Virginia
$954K +$10.9K +68 +1%
IA
463
IFP Advisors
Florida
$951K -$76.1K -474 -7%
WF
464
Warner Financial
Maryland
$935K +$30K +187 +3%
SFC
465
Strategic Financial Concepts
Texas
$934K +$23.3K +145 +3%
MFA
466
McClarren Financial Advisors
Pennsylvania
$930K +$930K +4,983 New
SFG
467
SNS Financial Group
Minnesota
$929K -$197K -1,229 -18%
HCP
468
Hexagon Capital Partners
Arkansas
$927K -$1.93K -12 -0.2%
NLP
469
Next Level Private
New York
$926K +$7.22K +45 +0.8%
KA
470
Kovack Advisors
Florida
$926K +$72.4K +451 +8%
SLT
471
St Louis Trust
Missouri
$922K – – –
UFA
472
US Financial Advisors
Massachusetts
$921K +$36.9K +230 +4%
RWP
473
RWA Wealth Partners
Massachusetts
$914K -$13.6K -85 -1%
KFP
474
KMG Fiduciary Partners
Ohio
$912K – – –
TNBTD
475
Trustmark National Bank Trust Department
Mississippi
$911K -$3.21K -20 -0.4%
17 18
19
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