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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 %
LFA
826
Legacy Financial Advisors
Kentucky
$240K +$240K +1,495 New
JWM
827
JPL Wealth Management
Colorado
$239K – – –
Qube Research & Technologies (QRT)
828
Qube Research & Technologies (QRT)
United Kingdom
$237K -$306K -1,906 -56%
TCM
829
TruNorth Capital Management
Michigan
$236K – – –
ACM
830
Advisors Capital Management
New Jersey
$236K -$25.5K -159 -10%
BlackRock
831
BlackRock
New York
$236K +$6.26K +39 +3%
CIAS
832
Capital Investment Advisory Services
North Carolina
$236K -$235K -1,466 -50%
CSB
833
City State Bank
Iowa
$236K -$11.1K -69 -4%
CT
834
Coastline Trust
Rhode Island
$234K – – –
DT
835
Diversified Trust
Tennessee
$234K +$234K +1,460 New
LWM
836
Lodestone Wealth Management
Washington
$233K -$963 -6 -0.4%
KCM
837
Kennicott Capital Management
California
$231K – – –
PIA
838
Panoramic Investment Advisors
Colorado
$230K +$1.44K +9 +0.6%
SCI
839
Silver Coast Investments
United States
$230K +$12.7K +79 +6%
FFM
840
Forum Financial Management
Illinois
$228K -$10.9K -68 -5%
GAM
841
Gemmer Asset Management
California
$228K +$1.12K +7 +0.5%
BFPW
842
BOK Financial Private Wealth
Colorado
$228K – – –
VWA
843
VSM Wealth Advisory
Maryland
$226K +$482 +3 +0.2%
SC
844
Sapient Capital
Indiana
$226K +$226K +1,407 New
TF
845
Theory Financial
Colorado
$226K – – –
FFA
846
First Foundation Advisors
California
$225K – – –
SFP
847
Shepherd Financial Partners
Massachusetts
$223K – – –
MWP
848
Meriwether Wealth & Planning
Louisiana
$222K -$22.8K -142 -9%
NC
849
NewSquare Capital
Pennsylvania
$222K – – –
RSWA
850
Robinson Smith Wealth Advisors
Maine
$222K +$5.78K +36 +3%
32 33
34
35 36