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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 %
PCS
601
Private Client Services
Kentucky
$537K -$321 -2 -0.1%
AMM
602
American Money Management
California
$536K -$2.89K -18 -0.5%
QFW
603
QTR Family Wealth
Florida
$534K +$534K +3,328 New
RWM
604
Rialto Wealth Management
New York
$532K -$54.6K -340 -9%
MWM
605
MorganRosel Wealth Management
Colorado
$532K +$40.3K +251 +8%
ONSWM
606
Old North State Wealth Management
North Carolina
$531K +$86K +534 +19%
FC
607
Fairscale Capital
New Hampshire
$526K -$1.12K -7 -0.2%
BHWM
608
Beaird Harris Wealth Management
Texas
$520K +$23.6K +147 +5%
AFP
609
Ausdal Financial Partners
Iowa
$518K +$23.1K +144 +5%
OWA
610
Octavia Wealth Advisors
Ohio
$517K +$4.18K +26 +0.8%
KeyBank National Association
611
KeyBank National Association
Ohio
$514K -$14.1K -88 -3%
PIA
612
Pinion Investment Advisors
Kansas
$511K -$14K -87 -3%
GCM
613
G2 Capital Management
Ohio
$511K -$134K -834 -21%
GS
614
GWN Securities
Florida
$509K +$176K +1,098 +53%
RIM
615
Rockbridge Investment Management
New York
$508K -$79.8K -497 -14%
AWM
616
Aviso Wealth Management
Washington
$502K -$30.8K -192 -6%
DAS
617
Diversify Advisory Services
Utah
$498K -$121K -778 -20%
AA
618
Argent Advisors
Louisiana
$498K – – –
NWAG
619
Net Worth Advisory Group
Utah
$497K +$45.7K +285 +10%
CWP
620
Curated Wealth Partners
California
$494K -$11.1K -69 -2%
RA
621
RFG Advisory
Alabama
$494K -$14.9K -93 -3%
IA
622
Inspire Advisors
Idaho
$493K -$2.73K -17 -0.6%
CHJWM
623
Carlton Hofferkamp & Jenks Wealth Management
Texas
$491K +$8.69K +58 +2%
BFA
624
Beacon Financial Advisory
Ohio
$487K +$105K +654 +27%
FCP
625
Fidelis Capital Partners
Florida
$487K – – –
23 24
25
26 27