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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 %
AFG
476
Atomi Financial Group
New York
$910K +$3.69K +23 +0.4%
BEAM
477
Baker Ellis Asset Management
Washington
$910K -$161K -1,000 -15%
PA
478
Prossimo Advisors
California
$908K -$6.9K -43 -0.8%
SIMC
479
Squire Investment Management Company
Utah
$904K +$42.9K +267 +5%
CA
480
Clearstead Advisors
Ohio
$899K +$49.5K +308 +6%
MWM
481
Modern Wealth Management
Kansas
$896K +$46.7K +291 +6%
AA
482
Ancora Advisors
Ohio
$892K +$2.73K +17 +0.3%
IWM
483
IHT Wealth Management
Illinois
$891K -$45.4K -283 -5%
FA
484
FC Advisory
Pennsylvania
$883K +$51.9K +323 +6%
KWA
485
Kingswood Wealth Advisors
California
$878K +$241K +1,501 +38%
VP
486
Verisail Partners
Georgia
$872K +$11.9K +74 +1%
HWA
487
Heartwood Wealth Advisors
Virginia
$870K – – –
FF
488
Friday Financial
Iowa
$869K -$162 -1 -0%
Franklin Resources
489
Franklin Resources
California
$869K -$36.6K -228 -4%
TDWM
490
Topel & Distasi Wealth Management
California
$866K -$172K -1,073 -17%
JFGIW
491
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$864K +$228K +1,420 +36%
GIA
492
GHP Investment Advisors
Colorado
$860K -$7.55K -47 -0.9%
GJIA
493
Glass Jacobson Investment Advisors
Maryland
$859K – – –
CFG
494
Citizens Financial Group
Rhode Island
$858K +$5.62K +35 +0.7%
IF
495
Ironwood Financial
Arizona
$855K +$202K +1,259 +31%
FNBT
496
FineMark National Bank & Trust
Florida
$851K -$34.8K -217 -4%
JWA
497
JFS Wealth Advisors
Pennsylvania
$851K +$46.1K +287 +6%
CFGA
498
Cambridge Financial Group (Arizona)
Arizona
$847K +$6.06K +38 +0.7%
RFS
499
Retirement Financial Solutions
Tennessee
$847K +$5.62K +35 +0.7%
LG
500
LAM Group
Oregon
$847K – – –
18 19
20
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