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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,075 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, 419 increasing their positions, 352 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-20
Holders Change %
-1.83%
% of All Funds
14.6%
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
419
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 %
PCWA
1126
Pacific Capital Wealth Advisors
California
– -$45.3K -280 Closed
TRCT
1127
Tower Research Capital (TRC)
New York
– -$38.7K -239 Closed
RWPA
1128
Richard W. Paul & Associates
Michigan
– -$38.3K -237 Closed
EW
1129
Element Wealth
Mississippi
– -$36.4K -225 Closed
CJ
1130
Caitlin John
Michigan
– -$36K -222 Closed
Simplex Trading
1131
Simplex Trading
Illinois
– -$32K -199 Closed
CP
1132
Castleview Partners
Texas
– -$31.8K -197 Closed
DRP
1133
Decker Retirement Planning
Utah
– -$18.8K -116 Closed
CAS
1134
Coppell Advisory Solutions
Texas
– -$16.5K -102 Closed
KIM
1135
Kestra Investment Management
Texas
– -$15.9K -99 Closed
WA
1136
WPG Advisers
Maryland
– -$14.2K -88 Closed
RCM
1137
Raleigh Capital Management
North Carolina
– -$13.1K -81 Closed
TVWM
1138
Tower View Wealth Management
Wisconsin
– -$7.66K -47 Closed
MFG
1139
Mendota Financial Group
Wisconsin
– -$7.44K -46 Closed
TFM
1140
TFC Financial Management
Massachusetts
– -$5.97K -37 Closed
BFP
1141
Briaud Financial Planning
Texas
– -$5K -32 Closed
PIS
1142
POM Investment Strategies
North Carolina
– -$4.53K -28 Closed
TCG
1143
Transcendent Capital Group
Oklahoma
– -$3.07K -19 Closed
NWWA
1144
New Wave Wealth Advisors
Arkansas
– -$2.1K -13 Closed
MWM
1145
Mascoma Wealth Management
New Hampshire
– -$1.78K -11 Closed
VHAM
1146
Van Hulzen Asset Management
California
– -$1.66K -10 Closed
FWM
1147
FLP Wealth Management
Arkansas
– -$666 -4 Closed
RFG
1148
REAP Financial Group
Texas
– -$81 -1 Closed
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