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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 %
MA
751
MCF Advisors
Kentucky
$316K – – –
DAS
752
Dynamic Advisor Solutions
Arizona
$315K +$315K +1,962 New
HWA
753
Heritage Wealth Advisors
Virginia
$313K – – –
WP
754
Wealthspan Partners
Iowa
$313K – – –
MA
755
MAS Advisors
Florida
$310K -$139K -863 -31%
RIS
756
Retirement Income Solutions
Michigan
$310K – – –
LB
757
Legacy Bridge
Iowa
$309K – – –
Bessemer Group
758
Bessemer Group
New Jersey
$309K – – –
TW
759
Towerpoint Wealth
California
$306K – – –
BFO
760
Biltmore Family Office
North Carolina
$305K – – –
WA
761
Wealthstream Advisors
New York
$305K – – –
PWMAG
762
Pinnacle Wealth Management Advisory Group
New Jersey
$304K +$56.2K +350 +23%
LA
763
LWM Advisors
California
$302K +$67.5K +424 +29%
SRC
764
Sage Rhino Capital
California
$302K +$4.66K +29 +2%
GFWA
765
Grey Fox Wealth Advisors
Delaware
$300K -$63.6K -396 -17%
FB
766
Finward Bancorp
Indiana
$300K – – –
ACP
767
Aveo Capital Partners
Colorado
$299K -$1.05M -6,666 -78%
SIA
768
Soltis Investment Advisors
Utah
$298K +$17.8K +111 +6%
TFGT
769
TS Financial Group (TSFG)
Illinois
$297K -$481 -3 -0.2%
VBWMG
770
Von Berge Wealth Management Group
California
$293K +$776 +5 +0.3%
VP
771
Verum Partners
North Carolina
$293K – – –
MSAM
772
Moloney Securities Asset Management
Missouri
$292K – – –
CPG
773
Cornerstone Planning Group
New Jersey
$290K +$5.21K +34 +2%
OCM
774
One Capital Management
California
$289K – – –
NAS
775
Nicolet Advisory Services
Wisconsin
$289K -$177K -1,198 -38%
29 30
31
32 33