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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 %
EWA
51
ERTS Wealth Advisors
Michigan
$28.3M +$3.05K +19 +0%
WF
52
WoodTrust Financial
Wisconsin
$28.3M +$659K +4,107 +2%
BFA
53
Bragg Financial Advisors
North Carolina
$26.6M +$56.5K +352 +0.2%
SWM
54
Shakespeare Wealth Management
Wisconsin
$26.5M +$419K +2,609 +2%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$26.5M +$2.47M +15,400 +10%
TWP
56
Total Wealth Planning
Ohio
$26.3M +$595K +3,705 +2%
NA
57
NewEdge Advisors
Louisiana
$25.2M -$415K -2,582 -2%
WSFS
58
Wilmington Savings Fund Society
Delaware
$24.3M +$1.5M +9,325 +7%
FWP
59
Falcon Wealth Planning
California
$23.6M -$3.23M -20,094 -12%
AW
60
Avion Wealth
Texas
$22.8M +$38.2K +236 +0.2%
MFIM
61
Mesirow Financial Investment Management
Illinois
$22.7M -$8.99K -56 -0%
BIA
62
BHK Investment Advisors
Alabama
$22.6M -$2.22M -13,817 -9%
GSF
63
Grove Street Fiduciary
New Hampshire
$22.4M -$710K -4,425 -3%
KAS
64
Kestra Advisory Services
Texas
$22.3M +$598K +3,725 +3%
CSP
65
Cary Street Partners
Virginia
$22M +$1.39M +10,139 +7%
BPA
66
Beacon Pointe Advisors
California
$21.9M -$936K -5,830 -4%
PWM
67
Praetorian Wealth Management
California
$21.8M -$31.9K -199 -0.1%
GWM
68
Geneos Wealth Management
Colorado
$21.7M +$11M +68,239 +102%
William Blair & Company
69
William Blair & Company
Illinois
$20.9M +$463K +2,883 +2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$20.8M +$129K +806 +0.6%
WIA
71
World Investment Advisors
California
$20.7M +$19.3M +120,114 +1,405%
PPW
72
Presilium Private Wealth
Pennsylvania
$20.3M +$4.31M +26,834 +27%
SC
73
Sepio Capital
Utah
$20.1M +$785K +4,890 +4%
AA
74
Aire Advisors
California
$20M +$500K +3,116 +3%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$19.8M -$1.99M -12,385 -9%
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