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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 %
RSWM
176
Robertson Stephens Wealth Management
California
$5.64M -$88.6K -552 -2%
AAS
177
Avantax Advisory Services
Texas
$5.5M -$262K -1,635 -5%
FWP
178
FAS Wealth Partners
Kansas
$5.38M +$19.7K +123 +0.4%
ABC
179
Associated Banc-Corp
Wisconsin
$5.34M +$562K +3,498 +12%
TC
180
Tenret Company
Florida
$5.33M +$209K +1,299 +4%
HI
181
Harbour Investments
Wisconsin
$5.31M +$301K +1,877 +6%
TMWM
182
Taylor & Morgan Wealth Management
Michigan
$5.29M -$112K -698 -2%
KWMG
183
King Wealth Management Group
Florida
$5.29M -$74.8K -466 -1%
MFG
184
Merit Financial Group
Georgia
$5.21M -$5.1M -31,748 -49%
HIA
185
Harbor Investment Advisory
Maryland
$5.2M +$64.2K +400 +1%
PFA
186
Pure Financial Advisors
California
$5.2M +$144K +898 +3%
SC
187
Swan Capital
Florida
$5.19M +$1.05M +6,528 +25%
HA
188
HFG Advisors
Ohio
$5.18M +$114K +711 +2%
BF
189
Baring Financial
Washington
$5.16M +$789K +4,915 +18%
FTS
190
Fifth Third Securities
Ohio
$5.1M +$37.1K +231 +0.7%
SCM
191
SOL Capital Management
Maryland
$5.08M -$79.8K -497 -2%
FWM
192
Forza Wealth Management
Florida
$5.04M – – –
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$5.02M -$6.32M -39,354 -56%
KBFS
194
Kohmann Bosshard Financial Services
Ohio
$4.98M -$1.25M -7,796 -20%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$4.98M -$601K -3,745 -11%
EA
196
Echo45 Advisors
California
$4.97M -$24.4K -152 -0.5%
ABWM
197
Alpine Bank Wealth Management
Colorado
$4.8M +$4.8M +29,895 New
MWM
198
Maltin Wealth Management
New Jersey
$4.77M +$143K +893 +3%
CIA
199
Concurrent Investment Advisors
Florida
$4.76M +$546K +3,404 +13%
GPW
200
Genesis Private Wealth
Virginia
$4.71M +$185K +1,153 +4%
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