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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,075 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, 419 increasing their positions, 352 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-20
Holders Change %
-1.83%
% of All Funds
14.6%
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
419
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 %
SFC
26
SYM Financial Corp
Indiana
$83.4M +$1.76M +10,990 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$81.1M +$947K +5,897 +1%
Creative Planning
28
Creative Planning
Kansas
$71.9M +$179K +1,116 +0.2%
US Bancorp
29
US Bancorp
Minnesota
$66.8M +$1.4M +8,742 +2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$63.6M +$1.41M +8,799 +2%
Truist Financial
31
Truist Financial
North Carolina
$60.2M +$407K +2,534 +0.7%
RA
32
Rodgers & Associates
Pennsylvania
$54.6M +$130K +807 +0.2%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$54.2M +$3.03M +18,883 +6%
Osaic Holdings
34
Osaic Holdings
Arizona
$50.4M -$16.7M -103,820 -25%
ML
35
McAdam LLC
Pennsylvania
$47.4M -$254K -1,582 -0.5%
IWA
36
Inspirion Wealth Advisors
Illinois
$46.5M +$882K +5,494 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$45.3M +$10.8M +67,155 +31%
EH
38
Equitable Holdings
New York
$43.5M -$17.9M -111,773 -29%
PAG
39
Private Advisor Group
New Jersey
$42.7M +$2.06M +12,809 +5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$42.7M +$4.24M +26,432 +11%
MAM
41
Marotta Asset Management
Virginia
$39.7M +$2.42M +14,407 +6%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$39.4M +$1.02M +6,347 +3%
TC
43
Trust Company
Kansas
$39.4M +$544K +3,387 +1%
MML Investors Services
44
MML Investors Services
Massachusetts
$39.4M -$878K -5,466 -2%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$37.6M +$380K +2,367 +1%
KF
46
Krilogy Financial
Missouri
$35.8M +$1.42M +8,859 +4%
CCM
47
Condor Capital Management
New Jersey
$30.5M -$1.27M -7,894 -4%
KL
48
KWMG LLC
Kansas
$29.9M +$694K +4,324 +2%
BEI
49
Benjamin Edwards Inc
Missouri
$28.8M +$3.54M +22,032 +14%
SF
50
Summit Financial
New Jersey
$28.5M +$105K +654 +0.4%
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