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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 %
BMD
851
Better Money Decisions
New Mexico
$221K +$4.34K +27 +2%
GWP
852
Gen-Wealth Partners
Michigan
$221K – – –
CFD
853
Creative Financial Designs
Indiana
$220K -$47.5K -296 -18%
PFWA
854
Paces Ferry Wealth Advisors
Georgia
$219K +$14K +87 +7%
NEPWA
855
New England Private Wealth Advisors
Massachusetts
$219K +$7.38K +46 +3%
PIN
856
Prudent Investors Network
California
$217K +$217K +1,353 New
OA
857
Operose Advisors
Wisconsin
$217K +$963 +6 +0.4%
PIFP
858
Partners in Financial Planning
Virginia
$217K +$1.12K +7 +0.5%
OC
859
Optima Capital
Oregon
$216K – – –
GIP
860
Greatmark Investment Partners
Georgia
$216K – – –
RAM
861
Redmond Asset Management
Virginia
$215K – – –
BWL
862
Bogart Wealth LLC
Virginia
$215K – – –
NWMP
863
Noble Wealth Management PBC
Colorado
$214K – – –
CA
864
Cornerstone Advisory
Maryland
$214K +$214K +1,361 New
CSA
865
Cottage Street Advisors
Massachusetts
$213K +$482 +3 +0.2%
PG
866
Proffitt & Goodson
Tennessee
$212K – – –
CA
867
Crane Advisory
California
$211K – – –
SDWMA
868
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K – – –
FT
869
Fiduciary Trust
Massachusetts
$210K +$210K +1,306 New
PWM
870
PBMares Wealth Management
Virginia
$208K -$3.37K -21 -2%
SW
871
Simplicity Wealth
New Jersey
$206K +$482 +3 +0.2%
CGA
872
Crescent Grove Advisors
Illinois
$203K +$642 +4 +0.3%
BWA
873
Bestgate Wealth Advisors
Maryland
$201K -$1.61K -10 -0.8%
FFP
874
Freedom Financial Partners
Minnesota
$200K -$58.1K -362 -22%
CTA
875
Colonial Trust Advisors
South Carolina
$197K – – –
33 34
35
36 37