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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 %
WWM
951
Wagner Wealth Management
South Carolina
$57.8K +$57.8K +360 New
SC
952
SouthState Corp
Florida
$57.5K +$21.4K +133 +59%
FAI
953
Fiduciary Advisors Inc
Missouri
$57.4K – – –
AWM
954
Abound Wealth Management
Tennessee
$53.2K +$803 +5 +2%
OIA
955
Optimum Investment Advisors
Illinois
$48.2K – – –
ACA
956
American Capital Advisory
Idaho
$48.2K +$48.2K +300 New
MCA
957
Maryland Capital Advisors
Maryland
$47.4K – – –
NS
958
NBC Securities
Alabama
$47K +$47K +298 New
AIP
959
Ameritas Investment Partners
Nebraska
$46K +$38.8K +242 +538%
HFS
960
Hantz Financial Services
Michigan
$46K +$46K +285 New
BIG
961
Brooklyn Investment Group
New York
$45.8K +$45.8K +285 New
SCA
962
Stuart Chaussee & Associates
California
$45.6K – – –
LWMI
963
Legacy Wealth Management (Idaho)
Idaho
$45.1K – – –
SIS
964
Sound Income Strategies
Florida
$44.8K +$19.4K +121 +77%
FG
965
Fairman Group
Pennsylvania
$44.1K +$1.26K +8 +3%
KFP
966
Keener Financial Planning
Texas
$43K -$7.7K -48 -15%
RIL
967
Rothschild Investment LLC
Illinois
$42.7K -$161 -1 -0.4%
SC
968
Stephens Consulting
Michigan
$41.1K – – –
WT
969
Washington Trust
Rhode Island
$40K – – –
GM
970
GeoWealth Management
Illinois
$39.7K -$74.5K -464 -65%
FCMT
971
Founders Capital Management (Texas)
Texas
$39.5K – – –
A
972
Allianz
Germany
$38K -$97.1K -605 -72%
NCM
973
Northwest Capital Management
Oregon
$38K – – –
EAM
974
Eukles Asset Management
Ohio
$37.1K – – –
SFG
975
Stonebridge Financial Group
Pennsylvania
$36.9K -$161 -1 -0.4%
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