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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$13.2M -$539K -3,355 -4%
CPIG
102
Chicago Partners Investment Group
Illinois
$13.1M +$94.6K +600 +0.7%
SIA
103
Strategic Investment Advisors
Michigan
$13M +$1.16M +7,206 +10%
GVAG
104
Great Valley Advisor Group
Delaware
$12.7M +$7.08M +44,108 +126%
P
105
&Partners
Tennessee
$12.6M +$2.25M +14,190 +22%
DWA
106
Dougherty Wealth Advisers
Minnesota
$12.5M +$243K +1,515 +2%
DC
107
Davenport & Co
Virginia
$12.3M +$560K +3,490 +5%
BMCM
108
Bryn Mawr Capital Management
Pennsylvania
$11.6M +$2.08M +12,954 +22%
LFS
109
Lutz Financial Services
Nebraska
$11.5M -$220K -1,368 -2%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$10.5M +$975K +6,072 +10%
ACA
111
Atlas Capital Advisors
Wyoming
$10.4M +$430K +2,676 +4%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$336K +2,093 +3%
ES
113
Eagle Strategies
New York
$10.3M +$153K +950 +1%
IHWM
114
Iron Horse Wealth Management
Iowa
$10.3M +$544K +3,390 +6%
KPWS
115
Kestra Private Wealth Services
Texas
$10.2M +$3.67M +22,885 +56%
PAS
116
Park Avenue Securities
New York
$10.2M +$246K +1,535 +2%
BF
117
BOK Financial
Oklahoma
$10.1M -$15.4K -96 -0.2%
PWM
118
Provident Wealth Management
Tennessee
$10.1M +$360K +2,244 +4%
OWM
119
Opes Wealth Management
California
$9.79M +$1.82M +11,330 +23%
LIM
120
Leavell Investment Management
Alabama
$9.69M +$46.7K +291 +0.5%
JFG
121
JMG Financial Group
Illinois
$9.68M +$9.79K +61 +0.1%
SCA
122
Scott Capital Advisors
Oregon
$9.63M +$84.4K +526 +0.9%
WANY
123
Wealthspire Advisors (New York)
New York
$9.56M -$19.1K -119 -0.2%
CB
124
Commerce Bank
Missouri
$9.39M -$149K -927 -2%
EWM
125
Empirical Wealth Management
Washington
$9.26M +$981K +6,109 +12%
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