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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 %
LSA
801
Lion Street Advisors
Texas
$262K +$13.8K +86 +6%
PCM
802
Prospera Capital Management
Arizona
$262K +$262K +1,631 New
RWM
803
Revisor Wealth Management
Ohio
$261K +$261K +1,624 New
CFP
804
Comprehensive Financial Planning
Pennsylvania
$259K +$1.29K +8 +0.5%
FAIM
805
Financial Advocates Investment Management
Washington
$259K -$1.06M -6,615 -80%
CCA
806
Clarity Capital Advisors
Florida
$258K +$18.6K +116 +8%
FFL
807
Financial Freedom LLC
Ohio
$257K +$642 +4 +0.3%
FWMP
808
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$256K – – –
BPFA
809
Barnes Pettey Financial Advisors
Mississippi
$255K +$1.29K +8 +0.5%
SAM
810
Silvercrest Asset Management
New York
$252K -$5.78K -36 -2%
SAW
811
Signal Advisors Wealth
Michigan
$252K +$252K +1,570 New
WE
812
Wealth Effects
Massachusetts
$252K +$1.93K +12 +0.8%
SWRP
813
Summit Wealth & Retirement Planning
California
$252K – – –
SIMG
814
Sonora Investment Management Group
Arizona
$251K +$10.1K +63 +4%
KCM
815
Kornitzer Capital Management
Kansas
$250K – – –
CAM
816
Clark Asset Management
New Hampshire
$249K – – –
RC
817
Roundview Capital
New Jersey
$249K – – –
CA
818
Clune & Associates
Illinois
$248K +$6.1K +38 +3%
MPAM
819
Murphy Pohlad Asset Management
Minnesota
$248K +$25.7K +160 +12%
CWP
820
Concord Wealth Partners
Virginia
$246K +$1.61K +10 +0.7%
IA
821
IFG Advisory
Georgia
$242K -$18.9K -118 -7%
Jane Street
822
Jane Street
New York
$241K +$241K +1,503 New
IWM
823
Integris Wealth Management
California
$241K – – –
PP
824
Patten & Patten
Tennessee
$240K – – –
DW
825
Dodds Wealth
Colorado
$240K +$161 +1 +0.1%
31 32
33
34 35