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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 %
Morgan Stanley
1
Morgan Stanley
New York
$734M -$15.2M -94,492 -2%
Betterment LLC
2
Betterment LLC
New York
$689M -$34.9M -217,175 -5%
AssetMark Inc
3
AssetMark Inc
California
$659M +$27.7M +172,374 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$524M +$10.5M +65,644 +2%
Bank of America
5
Bank of America
North Carolina
$494M -$298K -1,857 -0.1%
Wells Fargo
6
Wells Fargo
California
$395M +$33.9M +211,153 +9%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$391M +$5.49M +34,490 +1%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$275M -$2.19M -13,637 -0.8%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$250M -$1.07M -6,677 -0.4%
EWA
10
EP Wealth Advisors
California
$243M +$38.4M +239,192 +19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$243M +$14.1M +87,965 +6%
UBS Group
12
UBS Group
Switzerland
$234M -$11.2M -69,763 -5%
SGAM
13
Stephens Group Asset Management
Arkansas
$175M +$17.5M +109,095 +11%
LPL Financial
14
LPL Financial
California
$165M -$3.45M -21,502 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$155M +$9.02M +56,205 +6%
Ameriprise
16
Ameriprise
Minnesota
$149M +$2.12M +13,217 +1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$140M -$3.87M -24,076 -3%
MGIA
18
Moneta Group Investment Advisors
Missouri
$132M +$5.96M +37,121 +5%
OWM
19
Orgel Wealth Management
Wisconsin
$119M +$7.27M +45,271 +7%
WA
20
Waverly Advisors
Alabama
$98.3M -$3.25M -20,245 -3%
Raymond James Financial
21
Raymond James Financial
Florida
$97.4M -$7.39M -46,045 -7%
Stifel Financial
22
Stifel Financial
Missouri
$97.1M +$547K +3,405 +0.6%
Mariner
23
Mariner
Kansas
$90.9M +$17.4M +108,604 +24%
AWM
24
Avior Wealth Management
Nebraska
$86.3M +$1.25M +7,791 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$85.4M -$8.19M -51,015 -9%
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