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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 %
CC
576
Courier Capital
New York
$588K +$48.3K +301 +9%
YWS
577
Yarger Wealth Strategies
Ohio
$585K +$3.85K +24 +0.7%
FIBT
578
First International Bank & Trust
North Dakota
$584K – – –
CMBA
579
C.M. Bidwell & Associates
Hawaii
$583K – – –
ECM
580
Evergreen Capital Management
Washington
$582K +$321 +2 +0.1%
KFI
581
Key Financial Inc
Pennsylvania
$581K – – –
CA
582
Continuum Advisory
Idaho
$579K +$803 +5 +0.1%
CCWM
583
Cassaday & Co Wealth Management
Virginia
$578K +$14.8K +92 +3%
TFA
584
TPG Financial Advisors
Oregon
$574K -$33.7K -210 -6%
SAI
585
Savvy Advisors Inc
New York
$570K +$129K +806 +29%
GFG
586
Grantvest Financial Group
New Jersey
$570K +$26.3K +164 +5%
SAM
587
Synergy Asset Management
Washington
$569K -$568K -3,539 -50%
LFA
588
Lauterbach Financial Advisors
Texas
$568K +$568K +3,540 New
ZBNA
589
Zions Bancorporation, National Association
Utah
$567K +$567K +3,534 New
LCWP
590
Legacy Capital Wealth Partners
Arkansas
$567K – – –
WA
591
WP Advisors
California
$560K +$3.69K +23 +0.7%
AWA
592
Arkadios Wealth Advisors
Georgia
$559K +$178K +1,107 +47%
SAM
593
S.A. Mason
Michigan
$559K – – –
CWM
594
Copia Wealth Management
Oregon
$559K – – –
JPLA
595
Joseph P. Lucia & Associates
New York
$558K +$161 +1 +0%
WCM
596
WealthTrak Capital Management
Virginia
$544K -$20.4K -127 -4%
Koshinski Asset Management
597
Koshinski Asset Management
Illinois
$542K +$22.5K +140 +4%
NA
598
Note Advisors
New York
$542K -$143K -891 -21%
QCM
599
QRG Capital Management
Illinois
$541K -$9.96K -62 -2%
TF
600
TME Financial
California
$539K -$2.28M -14,204 -81%
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