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Vanguard Mid-Cap Value ETF
VOE

1,093 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 75 funds opening new positions, 426 increasing their positions, 360 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,409% more call options, than puts

Call options by funds: $6.79M | Put options by funds: $450K

18% more repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 360

0.02% more ownership

Funds ownership: 61.34% → 61.36% (+0.02%)

0% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 75

5% less capital invested

Capital invested by funds: $11B → $10.5B (-$548M)

2% less funds holding

Funds holding: 1,110 → 1,093 (-17)

5% less funds holding in top 10

Funds holding in top 10: 58 → 55 (-3)

Holders
1,093
Holders Change
-17
Holders Change %
-1.53%
% of All Funds
14.66%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
0.74%
New
75
Increased
426
Reduced
360
Closed
75
Calls
$6.79M
Puts
$450K
Net Calls
+$6.34M
Net Calls Change
+$2.54M

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$39.1M
2
Wells Fargo
Wells Fargo
California
+$34.5M
3
AssetMark Inc
AssetMark Inc
California
+$28.2M
4
WIA
World Investment Advisors
California
+$19.6M
5
SGAM
Stephens Group Asset Management
Arkansas
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
PLFA
Pacific Life Fund Advisors
California
-$63.2M
2
Betterment LLC
Betterment LLC
New York
-$35.5M
3
EH
Equitable Holdings
New York
-$18.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$17M
5
Morgan Stanley
Morgan Stanley
New York
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1076
Kozak & Associates
Colorado
$1.53K +$1.64K +10 New
RFA
1077
Register Financial Advisors
Georgia
$1.45K – – –
RP
1078
Rice Partnership
Hawaii
$1.45K – – –
HFS
1079
Hopwood Financial Services
Virginia
$1.28K – – –
GCM
1080
Gables Capital Management
Florida
$963 – – –
CA
1081
Crewe Advisors
Utah
$643 – – –
W
1082
WealthCollab
Washington
$643 – – –
IWP
1083
IAG Wealth Partners
Wisconsin
$642 +$654 +4 New
FW
1084
Fairway Wealth
Ohio
$482 +$490 +3 New
PP
1085
Pacifica Partners
Canada
$465 – – –
MIM
1086
Marshall Investment Management
Colorado
$323 +$327 +2 New
TCM
1087
Tradewinds Capital Management
Washington
$322 – – –
MBFW
1088
Morton Brown Family Wealth
Pennsylvania
$321 – – –
TWM
1089
Topsail Wealth Management
North Carolina
$321 – – –
FM
1090
Family Management
New York
$321 +$327 +2 New
LI
1091
LRI Investments
Florida
$161 +$163 +1 New
VDBMI
1092
Van Den Berg Management I
Texas
$161 +$163 +1 New
MFA
1093
Morling Financial Advisors
California
$138 – – –
PLFA
1094
Pacific Life Fund Advisors
California
– -$63.2M -390,571 Closed
RA
1095
Ruggaard & Associates
Ohio
– -$7.27M -44,951 Closed
TCMP
1096
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$5.6M -34,593 Closed
MRC
1097
Millburn Ridgefield Corp
New York
– -$3.16M -19,558 Closed
CFGS
1098
Concourse Financial Group Securities
Alabama
– -$3.18M -19,092 Closed
CS
1099
Capital Square
Tennessee
– -$2.47M -14,801 Closed
MECA
1100
Miller Equity Capital Advisors
Texas
– -$1.45M -8,967 Closed
42 43
44
45 46

VOE Hedge Fund Activity: Q1 2025 in Review

1,093 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2025, worth a combined $10.5B — down 5% from $11B a quarter earlier.

Fund positioning in VOE was balanced in Q1 2025: 75 funds opened new positions, 75 closed out, 426 added to existing stakes and 360 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $39.1M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $63.2M sold.

  • 1,093 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2025, down from 1,110 in Q4 2024.
  • Funds reported $10.5B of Vanguard Mid-Cap Value ETF stock for Q1 2025, down 5% quarter-over-quarter.
  • 75 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2025 and 75 closed out, a net change of 0 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2025 was EP Wealth Advisors, an estimated $39.1M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2025 was Pacific Life Fund Advisors, an estimated $63.2M sold.

Based on aggregated 13F filings for Q1 2025.