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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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$19.5M +$532K +3,315 +3%
SI
77
Stephens Inc
Arkansas
$19M +$112K +700 +0.6%
SFA
78
Sequoia Financial Advisors
Ohio
$18.8M -$8.85M -55,098 -32%
CFG
79
Clayton Financial Group
Missouri
$18.1M +$719K +4,476 +4%
EI
80
Ellevest Inc
New York
$17.6M -$2.49M -15,497 -12%
SFG
81
Sage Financial Group
Pennsylvania
$17.1M -$84.6K -527 -0.5%
LNB
82
Ledyard National Bank
$16.8M -$136K -850 -0.8%
AI
83
Arvest Investments
Arkansas
$16.8M +$183K +1,139 +1%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$16.7M +$516K +3,217 +3%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$16.2M +$585K +3,653 +4%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$16.1M -$157K -978 -1%
PCM
87
Penserra Capital Management
California
$16M +$16M +99,790 New
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$15.9M -$135K -844 -0.8%
AMG
89
Asset Management Group
Connecticut
$15.5M +$62.9K +392 +0.4%
LI
90
LMCG Investments
Massachusetts
$15.1M +$954K +5,942 +7%
EK
91
Evensky & Katz
Florida
$14.5M -$727K -4,528 -5%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$14.4M -$677K -4,218 -4%
AA
93
Advisory Alpha
Michigan
$14.1M +$3.05M +19,021 +28%
OFP
94
OLIO Financial Planning
Virginia
$13.9M +$505K +3,145 +4%
CWAG
95
Compton Wealth Advisory Group
Virginia
$13.7M +$62.8K +391 +0.5%
MWM
96
Modera Wealth Management
New Jersey
$13.7M +$280K +1,747 +2%
PMG
97
ProVise Management Group
Florida
$13.6M +$715K +4,452 +6%
CA
98
Capital Advantage
California
$13.6M – – –
HIP
99
HUB Investment Partners
Texas
$13.3M +$12.5M +78,015 +1,567%
CJH
100
Christopher J. Hasenberg
Wisconsin
$13.3M -$10.4M -64,587 -44%
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