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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 %
VCA
651
Verdence Capital Advisors
Maryland
$445K -$174K -1,085 -28%
FVWA
652
Foster Victor Wealth Advisors
South Carolina
$444K -$90.6K -605 -17%
GAM
653
Gotham Asset Management
New York
$442K +$146K +910 +49%
WFPG
654
Waller Financial Planning Group
Ohio
$442K -$40.9K -255 -8%
BI
655
Beckerman Institutional
New Jersey
$441K +$161 +1 +0%
PWM
656
Paulson Wealth Management
Illinois
$441K -$54.1K -337 -11%
SFS
657
Summit Financial Strategies
Ohio
$439K +$4.17K +26 +1%
S
658
SignatureFD
Georgia
$437K -$128K -795 -23%
FFG
659
Fiduciary Financial Group
California
$436K -$295 -2 -0.1%
NP
660
NorthRock Partners
Minnesota
$434K – – –
TW
661
Traveka Wealth
California
$433K +$161 +1 +0%
RFS
662
Richardson Financial Services
Massachusetts
$429K +$45.9K +286 +12%
ESB
663
Essex Savings Bank
Connecticut
$428K -$4.5K -28 -1%
VPP
664
Vertex Planning Partners
Illinois
$428K -$5.46K -34 -1%
FWI
665
Facet Wealth Inc
Maryland
$427K +$199K +1,261 +87%
EPM
666
Elm Partners Management
Pennsylvania
$418K +$9.79K +61 +2%
QCIG
667
Quad-Cities Investment Group
Iowa
$418K +$7.39K +46 +2%
MSWM
668
McGlone Suttner Wealth Management
Wisconsin
$417K +$417K +2,595 New
NB
669
Northwest Bancshares
Pennsylvania
$415K -$161 -1 -0%
BBPWM
670
Blue Bell Private Wealth Management
Pennsylvania
$415K +$395K +2,462 +2,002%
FCBT
671
First Citizens Bank & Trust
North Carolina
$410K +$206K +1,282 +101%
OA
672
Oxbow Advisors
Texas
$408K – – –
WLPWM
673
Walled Lake Planning & Wealth Management
Illinois
$406K -$3.37K -21 -0.8%
PL
674
Plancorp LLC
Missouri
$405K -$12.8K -80 -3%
SWM
675
SeaCrest Wealth Management
New York
$403K -$364K -2,266 -47%
25 26
27
28 29