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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 %
CCB
501
Country Club Bank
Missouri
$846K – – –
BI
502
Berkeley Inc
Idaho
$840K -$108K -675 -11%
CG
503
Caprock Group
Idaho
$831K -$267K -1,661 -24%
GIA
504
Gladstone Institutional Advisory
Florida
$831K -$16.5K -103 -2%
EFS
505
Essex Financial Services
Connecticut
$830K -$482 -3 -0.1%
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$829K +$70K +436 +9%
BCIM
507
Bishop & Co Investment Management
Pennsylvania
$826K +$137K +856 +20%
PB
508
Pinnacle Bancorp
Nebraska
$821K +$33.4K +208 +4%
NFW
509
Noble Family Wealth
Florida
$815K -$63.6K -396 -7%
NSIM
510
North Star Investment Management
Illinois
$813K +$2.25K +14 +0.3%
AWA
511
Aaron Wealth Advisors
Illinois
$812K -$38.5K -240 -5%
CPRC
512
Consolidated Portfolio Review Corp
New York
$794K +$33.4K +208 +4%
SCM
513
Spreng Capital Management
Ohio
$788K +$27.3K +170 +4%
FFA
514
Founders Financial Alliance
North Carolina
$787K +$37.9K +236 +5%
CWM
515
Connecticut Wealth Management
Connecticut
$781K +$781K +4,866 New
BCA
516
Bay Colony Advisors
Massachusetts
$781K -$32K -201 -4%
Empower Advisory Group
517
Empower Advisory Group
Colorado
$778K -$36K -224 -4%
FHA
518
Flagship Harbor Advisors
Massachusetts
$777K +$482 +3 +0.1%
NW
519
NewEdge Wealth
Pennsylvania
$776K +$23.4K +146 +3%
HR
520
Howe & Rusling
New York
$775K +$70.6K +440 +10%
AB
521
Atlas Brown
Kentucky
$772K +$642 +4 +0.1%
Envestnet Portfolio Solutions
522
Envestnet Portfolio Solutions
Illinois
$764K -$867K -5,402 -53%
TI
523
Truepoint Inc
Ohio
$761K -$142K -887 -16%
CT
524
Colonial Trust
South Carolina
$760K – – –
WWA
525
Wingate Wealth Advisors
Massachusetts
$759K – – –
19 20
21
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