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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 %
USCWA
626
U.S. Capital Wealth Advisors
Texas
$486K -$58.9K -367 -11%
OFS
627
OneAscent Financial Services
Alabama
$486K +$486K +3,022 New
RMP
628
Richards, Merrill & Peterson
Washington
$483K – – –
GIM
629
Goelzer Investment Management
Indiana
$483K +$56.5K +352 +13%
FB
630
First Bancorp
Maine
$482K – – –
AWA
631
Amplius Wealth Advisors
Pennsylvania
$481K +$2.41K +15 +0.5%
AWM
632
Apollon Wealth Management
South Carolina
$478K -$1.45K -9 -0.3%
QC
633
Quadrature Capital
United Kingdom
$475K +$105K +656 +28%
MYIA
634
Mount Yale Investment Advisors
Colorado
$473K +$12.2K +76 +3%
LPAM
635
Lodestar Private Asset Management
California
$473K +$321 +2 +0.1%
EWP
636
Elevation Wealth Partners
California
$473K – – –
PA
637
PFG Advisors
Arizona
$473K +$75.9K +473 +19%
MCCA
638
Mill Creek Capital Advisors
Pennsylvania
$471K – – –
SWM
639
Silverlake Wealth Management
Vermont
$468K +$58K +361 +14%
VCM
640
Virtue Capital Management
Tennessee
$467K +$467K +2,910 New
YWM
641
Yoder Wealth Management
California
$467K – – –
WB
642
WesBanco Bank
West Virginia
$465K -$1.28K -8 -0.3%
FB
643
Fulton Bank
Pennsylvania
$465K +$47K +293 +11%
CPW
644
Cove Private Wealth
New York
$462K +$462K +2,877 New
NAMP
645
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$460K – – –
WCM
646
Winebrenner Capital Management
Kentucky
$459K -$18.1K -113 -4%
JCM
647
Jacobi Capital Management
Pennsylvania
$458K +$1.45K +9 +0.3%
BWM
648
BCS Wealth Management
Tennessee
$454K – – –
PFA
649
Professional Financial Advisors
Nebraska
$450K -$24.7K -154 -5%
IFPL
650
Investments & Financial Planning LLC
Kentucky
$449K +$1.93K +12 +0.4%
24 25
26
27 28