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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 %
MIM
1001
MTM Investment Management
South Carolina
$17.2K – – –
FCT
1002
First Community Trust
Iowa
$16.7K – – –
CWM
1003
CarsonAllaria Wealth Management
Illinois
$16.5K – – –
GWANC
1004
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.5K – – –
PA
1005
Pineridge Advisors
Missouri
$16.2K +$160 +1 +1%
FRA
1006
Front Row Advisors
California
$16.1K – – –
FFWM
1007
Future Financial Wealth Management
Ohio
$16.1K – – –
MSG
1008
Main Street Group
Virginia
$15.4K – – –
MFT
1009
Moisand Fitzgerald Tamayo
Florida
$14.3K – – –
BGWM
1010
Bridge Generations Wealth Management
Florida
$14.1K – – –
IF
1011
Integrity Financial
Wyoming
$13.6K +$5.62K +35 +70%
PP
1012
Pingora Partners
Wyoming
$12.5K – – –
WIM
1013
Westside Investment Management
California
$12.2K -$4.66K -29 -28%
AEPWM
1014
Atlantic Edge Private Wealth Management
Florida
$11.7K – – –
BTD
1015
BankPlus Trust Department
Mississippi
$11.4K – – –
PFSC
1016
Peoples Financial Services Corp
Pennsylvania
$11.1K – – –
CTB
1017
Country Trust Bank
Illinois
$10.9K – – –
KSB
1018
Kennebec Savings Bank
Maine
$10.8K – – –
CIA
1019
Cape Investment Advisory
Georgia
$10.6K +$10.6K +66 New
SIS
1020
Strategic Investment Solutions
Illinois
$10.1K +$10.1K +63 New
TAM
1021
Townsend Asset Management
North Carolina
$9.95K – – –
YAL
1022
Your Advocates Ltd
Texas
$9.31K – – –
DCBT
1023
Dakota Community Bank & Trust
North Dakota
$9.31K +$9.31K +58 New
MG
1024
MilWealth Group
Wisconsin
$9.28K – – –
GWSA
1025
Global Wealth Strategies & Associates
Colorado
$9.15K -$8.03K -50 -47%
39 40
41
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