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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 %
RPCA
726
Running Point Capital Advisors
California
$340K – – –
CMMS
727
Comprehensive Money Management Services
Florida
$340K – – –
ATI
728
ARK & TLK Investments
Oklahoma
$339K -$161 -1 -0%
WPP
729
Whalerock Point Partners
Rhode Island
$337K – – –
IDA
730
Intelligence Driven Advisers
California
$336K -$7.06K -44 -2%
HIA
731
HTG Investment Advisors
Connecticut
$335K – – –
BF
732
Brooklyn FI
New York
$335K – – –
EFG
733
Embree Financial Group
Illinois
$334K -$803 -5 -0.2%
DWT
734
Dorsey & Whitney Trust
South Dakota
$331K – – –
GSWM
735
Golden State Wealth Management
California
$331K -$10.9K -68 -3%
EW
736
Evoke Wealth
California
$330K +$330K +2,054 New
NF
737
Nikulski Financial
Iowa
$329K -$12K -75 -4%
PA
738
Pinnacle Associates
New York
$329K +$56.2K +350 +21%
SIC
739
Salem Investment Counselors
North Carolina
$329K – – –
BBHC
740
Brown Brothers Harriman & Co
New York
$328K – – –
TBT
741
Texas Bank & Trust
Texas
$324K -$280K -1,741 -46%
BFS
742
Bradley Foster & Sargent
Connecticut
$324K -$42.5K -265 -12%
IC
743
Iconiq Capital
California
$323K – – –
AF
744
Amara Financial
California
$322K +$2.09K +13 +0.7%
WWC
745
Waypoint Wealth Counsel
Georgia
$322K – – –
NWA
746
Navis Wealth Advisors
New York
$321K – – –
MWM
747
Maridea Wealth Management
New York
$321K -$15.9K -99 -5%
RIS
748
Richmond Investment Services
Wisconsin
$321K +$803 +5 +0.3%
CW
749
Curio Wealth
Maryland
$320K -$90.2M -1,972 -100%
CA
750
Calton & Associates
Florida
$318K +$318K +1,978 New
28 29
30
31 32