VOE icon

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 %
CD
526
Chapin Davis
Maryland
$752K – – –
Legacy Financial Group (Iowa)
527
Legacy Financial Group (Iowa)
Iowa
$746K -$78.3K -488 -10%
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$744K -$39.3K -245 -5%
HP
529
Holistic Planning
Texas
$735K -$22.6K -141 -3%
WI
530
WrapManager Inc
California
$731K -$2.25K -14 -0.3%
RA
531
Rockingstone Advisors
Massachusetts
$726K – – –
SFP
532
Strategic Financial Partners
Oregon
$711K -$8.51K -53 -1%
FA
533
Financial Alternatives
California
$707K – – –
MF
534
Meridian Financial
Massachusetts
$699K +$963 +6 +0.1%
IWM
535
Inlight Wealth Management
Georgia
$699K +$699K +4,354 New
SAM
536
Smartleaf Asset Management
Massachusetts
$692K +$549K +3,450 +384%
HB
537
Horizon Bancorp
Indiana
$687K +$226K +1,406 +49%
KW
538
Keyvantage Wealth
Pennsylvania
$677K -$895K -5,574 -57%
ETC
539
Exchange Traded Concepts
Oklahoma
$674K +$189K +1,176 +39%
OPAM
540
Ocean Park Asset Management
California
$674K +$202K +1,260 +43%
WAM
541
WNY Asset Management
New York
$671K -$5.3K -33 -0.8%
IAN
542
Integrated Advisors Network
Texas
$670K -$638K -3,971 -49%
CCC
543
Compass Capital Corp
Massachusetts
$667K -$108K -714 -14%
CWM
544
Calamos Wealth Management
Illinois
$665K +$12K +75 +2%
BB
545
Busey Bank
Illinois
$657K – – –
CWA
546
Crux Wealth Advisors
California
$657K +$4.34K +27 +0.7%
CF
547
Centaurus Financial
California
$654K +$144K +896 +28%
MAM
548
MMA Asset Management
Pennsylvania
$653K +$44.1K +275 +7%
ODIJL
549
One Day In July LLC
Vermont
$651K +$1.28K +8 +0.2%
PPW
550
Pasadena Private Wealth
California
$650K +$650K +4,047 New
20 21
22
23 24