Vanguard Morningstar Mid-Cap Value ETF
1,098 hedge funds and large institutions have $10.5B invested in Vanguard Morningstar Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 427 increasing their positions, 364 reducing their positions, and 75 closing their positions.
1,409% more call options, than puts
Call options by funds: $6.79M | Put options by funds: $450K
17% more repeat investments, than reductions
Existing positions increased: 427 | Existing positions reduced: 364
0% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 75
0.04% less ownership
Funds ownership: 61.35% → 61.31% (-0.04%)
0% less capital invested
Capital invested by funds: $10.5B → $10.5B (-$36.7M)
1% less funds holding
Funds holding: 1,114 → 1,098 (-16)
5% less funds holding in top 10
Funds holding in top 10: 58 → 55 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$39.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$34.5M |
| 3 |
AssetMark Inc
Concord,
California
|
+$28.2M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$19.6M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$63.2M |
| 2 |
Betterment LLC
New York
|
-$35.5M |
| 3 |
EH
Equitable Holdings
New York
|
-$18.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17M |
| 5 |
Morgan Stanley
New York
|
-$15.4M |
VOE Hedge Fund Activity: Q1 2025 in Review
1,098 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2025, worth a combined $10.5B — down 0.35% from $10.5B a quarter earlier.
Fund positioning in VOE was balanced in Q1 2025: 75 funds opened new positions, 75 closed out, 427 added to existing stakes and 364 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $39.1M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $63.2M sold.
- 1,098 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2025, down from 1,114 in Q4 2024.
- Funds reported $10.5B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2025, down 0.35% quarter-over-quarter.
- 75 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2025 and 75 closed out, a net change of 0 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2025 was EP Wealth Advisors, an estimated $39.1M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2025 was Pacific Life Fund Advisors, an estimated $63.2M sold.
Based on aggregated 13F filings for Q1 2025.