VOE icon

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 %
ATC
876
Advantage Trust Company
Kansas
$197K – – –
NRC
877
New Republic Capital
North Carolina
$194K -$5.62K -35 -3%
PCFFS
878
Pacific Center for Financial Services
California
$194K +$321 +2 +0.2%
SIM
879
Synergy Investment Management
Florida
$194K -$22K -137 -10%
WFA
880
Wells Financial Advisors
Massachusetts
$193K – – –
BLC
881
Brown, Lisle/Cummings
Rhode Island
$190K +$185K +1,155 +3,850%
S
882
Sachetta
Massachusetts
$189K -$42.4K -264 -18%
AWM
883
Atticus Wealth Management
Florida
$189K -$23.1K -144 -11%
AC
884
AlphaCore Capital
California
$187K +$187K +1,163 New
MA
885
Montag & Associates
Georgia
$181K – – –
Allspring Global Investments
886
Allspring Global Investments
North Carolina
$178K -$282K -1,757 -61%
1NWS
887
1 North Wealth Services
Maryland
$174K +$174K +1,081 New
JGIA
888
Jackson Grant Investment Advisers
Connecticut
$172K +$1.12K +7 +0.7%
BCMLT
889
Beacon Capital Management LLC (Tennessee)
Tennessee
$168K +$58.9K +367 +54%
BCWM
890
Bartlett & Co Wealth Management
Ohio
$168K – – –
HPC
891
HM Payson & Co
Maine
$163K -$276K -1,717 -63%
LFG
892
Larson Financial Group
Missouri
$163K +$803 +5 +0.5%
FPB
893
First PREMIER Bank
South Dakota
$157K – – –
FP
894
Financial Perspectives
Minnesota
$153K – – –
CWM
895
Centricity Wealth Management
Ohio
$149K +$47K +293 +46%
GWS
896
Greykasell Wealth Strategies
California
$148K +$148K +919 New
AGWCA
897
Annis Gardner Whiting Capital Advisors
Florida
$147K – – –
PWMG
898
Private Wealth Management Group
New Jersey
$132K – – –
AAG
899
Armstrong Advisory Group
Massachusetts
$129K – – –
OWA
900
Opal Wealth Advisors
New York
$128K +$128K +799 New
34 35
36
37 38