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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,096 hedge funds and large institutions have $11B invested in Vanguard Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 428 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+71
Holders Change %
+6.93%
% of All Funds
14.59%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.76%
New
150
Increased
428
Reduced
296
Closed
53
Calls
$4.06M
Puts
$259K
Net Calls
+$3.8M
Net Calls Change
-$625K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$58.2M
2
EWA
EP Wealth Advisors
California
+$56.5M
3
AssetMark Inc
AssetMark Inc
California
+$44.8M
4
SFA
Sequoia Financial Advisors
Ohio
+$27.3M
5
CJH
Christopher J. Hasenberg
Wisconsin
+$23.8M

Top Sellers

1
MD
Money Design
Japan
-$95.1M
2
LNC
Lincoln National Corp
Pennsylvania
-$44.9M
3
Betterment LLC
Betterment LLC
New York
-$27.8M
4
PLFA
Pacific Life Fund Advisors
California
-$20M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
226
Prosperity Capital Advisors
Ohio
$4.2M -$526K -3,250 -11%
CFO
227
Collective Family Office
Pennsylvania
$4.19M +$550K +3,400 +15%
SC
228
Swan Capital
Florida
$4.18M -$991K -6,127 -19%
WIC
229
Whitegate Investment Counselors
New Hampshire
$4.15M -$3.92M -24,211 -49%
EA
230
Eclectic Associates
California
$4.14M -$19.6K -121 -0.5%
EWA
231
EverSource Wealth Advisors
Alabama
$4.13M -$57.3K -354 -1%
AI
232
Atria Investments
North Carolina
$4.08M +$57.9K +358 +1%
BCM
233
Becker Capital Management
Oregon
$4.07M – – –
BDF
234
Black Diamond Financial
Maryland
$4.05M +$214K +1,325 +6%
RC
235
Rovin Capital
Arizona
$4.02M +$155K +958 +4%
PS
236
Principal Securities
Iowa
$4.01M +$199K +1,228 +5%
LIA
237
LifePlan Investment Advisors
North Carolina
$3.88M -$122K -753 -3%
SC
238
Savant Capital
Illinois
$3.83M -$651K -4,025 -15%
EFG
239
Everhart Financial Group
Ohio
$3.83M +$395K +2,443 +12%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$3.78M +$102K +632 +3%
KFSN
241
Keystone Financial Services (Nebraska)
Nebraska
$3.75M +$3.75M +23,194 New
AG
242
Ascent Group
Virginia
$3.75M +$26K +161 +0.7%
EF
243
Envision Financial
Wisconsin
$3.75M +$3.75M +23,175 New
CL
244
Choreo LLC
Illinois
$3.75M -$397K -2,454 -10%
TC
245
Tacita Capital
Ontario, Canada
$3.75M -$38.8K -240 -1%
Goldman Sachs
246
Goldman Sachs
New York
$3.73M +$200K +1,234 +6%
IFS
247
Ifrah Financial Services
Arkansas
$3.66M -$49K -303 -1%
FOFP
248
Fee-Only Financial Planning
South Carolina
$3.66M -$32.4K -200 -0.9%
MSF
249
Mustard Seed Financial
Arkansas
$3.62M +$80.2K +496 +2%
CCA
250
Checchi Capital Advisers
California
$3.59M +$881K +5,447 +33%
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