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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 %
EBA
676
Eagle Bay Advisors
New York
$402K – – –
EAM
677
Evanson Asset Management
California
$398K +$2.09K +13 +0.5%
MWM
678
Mission Wealth Management
California
$397K +$79.6K +496 +25%
SG
679
StoneX Group
New York
$397K +$91.8K +572 +30%
BW
680
BIP Wealth
Georgia
$395K +$90.9K +566 +30%
GWA
681
GGM Wealth Advisors
Maryland
$394K -$42.8K -276 -10%
PA
682
Parallel Advisors
California
$392K +$161K +1,004 +70%
CIA
683
Compass Ion Advisors
Pennsylvania
$391K +$803 +5 +0.2%
AWA
684
Arete Wealth Advisors
Illinois
$390K -$257K -1,598 -40%
BFA
685
Beaumont Financial Advisors
Massachusetts
$389K -$5.62K -35 -1%
AFG
686
Altiora Financial Group
Ohio
$389K – – –
TWP
687
Tyche Wealth Partners
Texas
$389K – – –
SIC
688
Sterling Investment Counsel
New York
$388K +$33.6K +209 +9%
PMFA
689
Plante Moran Financial Advisors
Michigan
$388K +$1.45K +9 +0.4%
DE
690
Diversified Enterprises
Delaware
$388K +$11.1K +69 +3%
LSPW
691
Lake Street Private Wealth
Illinois
$388K +$161 +1 +0%
B
692
Bailard
California
$388K +$158K +985 +69%
Russell Investments Group
693
Russell Investments Group
United Kingdom
$387K -$2.57K -16 -0.7%
SCG
694
Sonata Capital Group
Washington
$385K – – –
LWM
695
LongView Wealth Management
Georgia
$384K +$72.2K +450 +23%
HIC
696
Holderness Investments Company
North Carolina
$384K – – –
BFG
697
Beacon Financial Group
Texas
$380K – – –
BAMG
698
Brand Asset Management Group
Missouri
$375K +$375K +2,333 New
FLPIM
699
F.L. Putnam Investment Management
Massachusetts
$374K -$2.25K -14 -0.6%
KA
700
Klingman & Associates
New York
$372K – – –
26 27
28
29 30