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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 %
BWM
776
Benchmark Wealth Management
Connecticut
$288K -$5.3K -33 -2%
SW
777
SkyOak Wealth
Michigan
$287K +$642 +4 +0.2%
MWM
778
MGB Wealth Management
Texas
$286K -$318 -2 -0.1%
CCA
779
Cravens & Co Advisors
Tennessee
$284K +$34K +212 +14%
NDSI
780
Newman Dignan & Sheerar Inc
Rhode Island
$284K +$1.93K +12 +0.7%
RPGK
781
Retirement Planning Group (Kansas)
Kansas
$281K +$321 +2 +0.1%
AWM
782
Ameliora Wealth Management
Switzerland
$281K – – –
TA
783
Townsend & Associates
Colorado
$280K – – –
CQWA
784
Chokshi & Queen Wealth Advisors
California
$278K – – –
PCMC
785
Paragon Capital Management (Colorado)
Colorado
$277K +$277K +1,723 New
OAS
786
Optivise Advisory Services
Tennessee
$275K -$35.5K -221 -11%
ACA
787
Anchor Capital Advisors
Massachusetts
$274K -$1.48M -9,222 -84%
CA
788
CoreCap Advisors
Michigan
$274K +$82.9K +516 +43%
RFA
789
Resurgent Financial Advisors
Georgia
$274K +$1.12K +7 +0.4%
QWM
790
Quadcap Wealth Management
Texas
$273K +$642 +4 +0.2%
CM
791
Cornerstone Management
Georgia
$273K – – –
VA
792
Valmark Advisers
Ohio
$270K -$103K -642 -28%
FPGK
793
Financial Partners Group (Kansas)
Kansas
$269K -$37.1K -231 -12%
SA
794
Sovran Advisors
California
$268K -$16.2K -107 -6%
Fuller & Thaler Asset Management
795
Fuller & Thaler Asset Management
California
$267K -$332K -2,065 -55%
VVP
796
Venture Visionary Partners
Ohio
$266K +$1.77K +11 +0.7%
IIA
797
Integral Investment Advisors
California
$265K +$265K +1,652 New
CRC
798
Curi RMB Capital
Illinois
$264K +$56.4K +351 +27%
CFO
799
Colony Family Offices
North Carolina
$263K – – –
PWAM
800
Private Wealth Asset Management
Iowa
$263K +$263K +1,639 New
30 31
32
33 34