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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 %
AF
151
Allworth Financial
California
$7.01M -$57.2K -368 -0.8%
EPP
152
ETF Portfolio Partners
Kansas
$6.93M +$6.39M +39,817 +1,189%
PAI
153
Pittenger & Anderson Inc
Nebraska
$6.83M – – –
KAS
154
KPP Advisory Services
Kentucky
$6.78M +$4.51M +28,094 +199%
CWM
155
Cranbrook Wealth Management
Michigan
$6.72M +$12.4K +77 +0.2%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$6.69M -$3.95M -24,600 -37%
CAP
157
Columbia Advisory Partners
Washington
$6.63M -$169K -1,052 -2%
SG
158
Sharper & Granite
California
$6.55M +$486K +3,030 +8%
RIA
159
Regal Investment Advisors
Michigan
$6.51M -$2.09K -13 -0%
CI
160
CX Institutional
Indiana
$6.47M +$763K +4,751 +13%
GB
161
Goepper Burkhardt
South Carolina
$6.37M -$724K -4,510 -10%
MFWP
162
Mosaic Family Wealth Partners
Missouri
$6.29M +$180K +1,120 +3%
AWM
163
AE Wealth Management
Kansas
$6.19M -$1.54M -9,581 -20%
UB
164
UMB Bank
Missouri
$6.06M -$71.4K -445 -1%
HWM
165
HB Wealth Management
Georgia
$6.05M +$339K +2,114 +6%
WAM
166
Weinberger Asset Management
California
$6.02M +$30.8K +192 +0.5%
TFCP
167
Twin Focus Capital Partners
Massachusetts
$6M +$112K +699 +2%
AIA
168
Ally Invest Advisors
North Carolina
$5.99M +$586K +3,651 +11%
FHA
169
First Horizon Advisors
Tennessee
$5.98M -$410K -2,555 -6%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$5.85M +$262K +1,629 +5%
BSB
171
Bangor Savings Bank
Maine
$5.8M -$555K -3,459 -9%
AWM
172
Accel Wealth Management
Iowa
$5.77M +$491K +3,056 +9%
TA
173
TFB Advisors
Kansas
$5.72M -$89.9K -560 -2%
MBI
174
May Barnhard Investments
Maryland
$5.7M +$114K +712 +2%
ZC
175
Zeit Capital
Colorado
$5.66M +$326K +2,033 +6%
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