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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 %
PBF
201
Petix & Botte Financial
California
$4.7M -$379K -2,362 -7%
SWM
202
Spire Wealth Management
Virginia
$4.69M -$53.6K -334 -1%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$4.68M -$424K -2,639 -8%
CAM
204
Cresset Asset Management
Illinois
$4.62M -$231K -1,441 -5%
EFG
205
Everhart Financial Group
Ohio
$4.52M +$723K +4,504 +19%
CPA
206
Cathy Pareto & Associates
Florida
$4.49M -$75K -467 -2%
AWS
207
Atria Wealth Solutions
New York
$4.47M -$1.51M -9,420 -25%
TC
208
TAGStone Capital
North Carolina
$4.45M +$52.2K +325 +1%
RA
209
RoundAngle Advisors
New Jersey
$4.42M +$934K +5,816 +27%
MFG
210
Midwest Financial Group
Kansas
$4.41M +$121K +751 +3%
PWM
211
Perigon Wealth Management
California
$4.39M +$92.6K +577 +2%
NC
212
NovaPoint Capital
Georgia
$4.38M -$338K -2,103 -7%
FUBT
213
First United Bank & Trust
Maryland
$4.37M +$97.3K +606 +2%
IWC
214
Integrated Wealth Concepts
Massachusetts
$4.36M -$909K -5,663 -17%
Brown Advisory
215
Brown Advisory
Maryland
$4.34M -$926K -5,765 -18%
Cerity Partners
216
Cerity Partners
New York
$4.27M +$59.2K +369 +1%
TAM
217
Tocqueville Asset Management
New York
$4.27M -$221K -1,374 -5%
GWMR
218
GC Wealth Management RIA
Massachusetts
$4.27M -$41.7K -260 -1%
BGAI
219
Bruce G. Allen Investments
Colorado
$4.24M -$47.8K -298 -1%
DWM
220
Dakota Wealth Management
Florida
$4.21M -$590K -3,673 -12%
JFG
221
Jefferies Financial Group
New York
$4.2M +$813K +5,066 +24%
EWA
222
EverSource Wealth Advisors
Alabama
$4.18M +$84.1K +524 +2%
EA
223
Eclectic Associates
California
$4.17M +$60.8K +379 +1%
WIC
224
Whitegate Investment Counselors
New Hampshire
$4.08M -$42.5K -265 -1%
JFA
225
JNBA Financial Advisors
Minnesota
$4.07M -$133K -831 -3%
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