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 %
EFL
551
ERn Financial LLC
Wisconsin
$650K -$3.53K -22 -0.5%
UCFA
552
United Capital Financial Advisors
Texas
$647K -$803 -5 -0.1%
HNB
553
Huntington National Bank
Ohio
$645K -$750K – –
NFP
554
Narus Financial Partners
Utah
$644K -$514K -3,200 -44%
CP
555
Creekside Partners
California
$643K -$28.7K -179 -4%
DW30
556
Drucker Wealth 3.0
New Jersey
$643K -$20.1K -125 -3%
NFG
557
Nations Financial Group
Iowa
$637K -$30.3K -189 -5%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$632K +$116K +725 +23%
PI
559
PFG Investments
New York
$630K +$115K +715 +22%
PFP
560
Pinnacle Financial Partners
Tennessee
$628K – – –
TPCW
561
TD Private Client Wealth
New York
$627K -$126K -786 -17%
IAG
562
Investmark Advisory Group
Connecticut
$625K – – –
CWM
563
Collaborative Wealth Management
Florida
$624K – – –
NL
564
NWAM LLC
Washington
$620K -$321 -2 -0.1%
TSW
565
Thompson Siegel & Walmsley
Virginia
$617K -$602K -3,751 -49%
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$614K +$161 +1 +0%
AllianceBernstein
567
AllianceBernstein
Tennessee
$607K +$49.4K +308 +9%
HAG
568
HF Advisory Group
Maryland
$605K +$18K +112 +3%
RCAG
569
Rehmann Capital Advisory Group
Michigan
$604K +$161K +1,003 +36%
CW
570
CreativeOne Wealth
Kansas
$603K -$277K -1,726 -32%
MFS
571
McNamara Financial Services
Massachusetts
$601K -$59.9K -373 -9%
BBA
572
BLB&B Advisors
Pennsylvania
$600K +$27.9K +174 +5%
First Trust Advisors
573
First Trust Advisors
Illinois
$595K +$1.77K +11 +0.3%
MW
574
Marcum Wealth
Ohio
$595K -$160K -994 -21%
AL
575
Aspiriant LLC
California
$590K – – –
21 22
23
24 25