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 %
MCA
926
Midwest Capital Advisors
Michigan
$83.3K -$16.8K -105 -17%
GA
927
GoalVest Advisory
New York
$79.9K -$10.1K -63 -11%
AIA
928
Armor Investment Advisors
North Carolina
$79.5K – – –
PWM
929
Parkworth Wealth Management
California
$75.8K +$482 +3 +0.6%
MCM
930
MV Capital Management
Maryland
$75.5K – – –
FCAS
931
First Command Advisory Services
Texas
$74.8K – – –
DSC
932
Duncker Streett & Co
Missouri
$74.7K – – –
TIM
933
Tortoise Investment Management
New York
$73K -$33.2K -207 -31%
MIA
934
MeadowBrook Investment Advisors
Michigan
$73K – – –
RF
935
Rossby Financial
Florida
$72.3K -$253K -1,637 -78%
TLA
936
Tanglewood Legacy Advisors
Texas
$70K – – –
OW
937
Olistico Wealth
Oklahoma
$69K – – –
DPW
938
DiNuzzo Private Wealth
Pennsylvania
$68.2K – – –
T
939
Transce3nd
Texas
$68.1K -$2.73K -17 -4%
CAL
940
Capital Analysts LLC
Pennsylvania
$68K +$19.3K +120 +40%
CI
941
Cordant Inc
Oregon
$67.9K – – –
PIP
942
Peachtree Investment Partners
Florida
$67.7K +$28.9K +180 +74%
HDIM
943
Hanson & Doremus Investment Management
Vermont
$66K – – –
CFB
944
Cullen/Frost Bankers
Texas
$64.6K -$57.5K -358 -47%
AIM
945
Anchor Investment Management
South Carolina
$64.5K +$1.76K +11 +3%
BOJHT
946
Bank of Jackson Hole Trust
Wyoming
$62.7K – – –
NA
947
Nordwand Advisors
Pennsylvania
$62.6K – – –
CWA
948
Carolina Wealth Advisors
South Carolina
$62.6K +$57K +355 +1,014%
CWC
949
Carolinas Wealth Consulting
North Carolina
$61.8K – – –
FWM
950
FSA Wealth Management
Massachusetts
$58.5K -$168K -1,855 -74%
36 37
38
39 40