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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 %
MAM
1101
Mainsail Asset Management
Alabama
– -$326K -2,014 Closed
BOM
1102
Bank of Marin
California
– -$326K -2,014 Closed
SIG
1103
Sargent Investment Group
Maryland
– -$315K -1,963 Closed
MCCP
1104
Mission Creek Capital Partners
California
– -$311K -1,923 Closed
VWM
1105
Venturi Wealth Management
Texas
– -$302K -1,867 Closed
PWP
1106
Perfromance Wealth Partners
Illinois
– -$296K -1,831 Closed
GGS
1107
Galvin Gaustad & Stein
Arizona
– -$289K -1,788 Closed
CL
1108
Cabana LLC
Arkansas
– -$287K -1,773 Closed
AIA
1109
Accelerate Investment Advisors
California
– -$276K -1,703 Closed
RFP
1110
Root Financial Partners
California
– -$266K -1,646 Closed
CA
1111
CGN Advisors
Kansas
– -$252K -1,556 Closed
EWM
1112
Endowment Wealth Management
Wisconsin
– -$244K -1,507 Closed
AIM
1113
Archer Investment Management
Texas
– -$228K -1,412 Closed
GWM
1114
GDS Wealth Management
Texas
– -$228K -1,409 Closed
FFA
1115
Florida Financial Advisors
Florida
– -$223K -1,379 Closed
AAS
1116
Annex Advisory Services
Wisconsin
– -$214K -1,324 Closed
PWM
1117
PMG Wealth Management
Illinois
– -$213K -1,319 Closed
NCM
1118
Next Capital Management
New York
– -$213K -1,318 Closed
AC
1119
Apella Capital
Connecticut
– -$211K -1,305 Closed
CA
1120
Claro Advisors
Massachusetts
– -$209K -1,291 Closed
M&T Bank
1121
M&T Bank
New York
– -$204K -1,260 Closed
D.E. Shaw & Co
1122
D.E. Shaw & Co
New York
– -$201K -1,242 Closed
FIA
1123
FPC Investment Advisory
California
– -$196K -1,182 Closed
LDB
1124
Lee, Danner & Bass
Tennessee
– -$125K -775 Closed
PFA
1125
Pathway Financial Advisers
Indiana
– -$80.5K -498 Closed
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