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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 %
WP
276
WealthShield Partners
North Carolina
$2.98M +$43.2K +267 +1%
VNA
277
Valley National Advisers
Pennsylvania
$2.97M +$301K +1,861 +11%
AFTS
278
American Financial & Tax Strategies
New York
$2.96M +$7.28K +45 +0.2%
AC
279
Avant Capital
Louisiana
$2.95M +$2.95M +18,209 New
TF
280
TME Financial
California
$2.94M +$2.94M +17,563 New
IAS
281
Insigneo Advisory Services
Florida
$2.94M +$7.6K +47 +0.3%
WPC
282
Wedmont Private Capital
Pennsylvania
$2.92M +$44.7K +281 +2%
SPIA
283
Steward Partners Investment Advisory
New York
$2.92M -$191K -1,182 -6%
SCA
284
Stillwater Capital Advisors
Pennsylvania
$2.9M -$8.41K -52 -0.3%
TW
285
TritonPoint Wealth
Maryland
$2.87M -$31.7K -196 -1%
PCG
286
Prosperity Consulting Group
Maryland
$2.87M -$53.1K -328 -2%
CFP
287
Cascade Financial Partners
California
$2.82M +$320K +1,980 +13%
HSA
288
HBK Sorce Advisory
Pennsylvania
$2.75M +$6.15K +38 +0.2%
Citadel Advisors
289
Citadel Advisors
Florida
$2.75M +$1.8M +11,113 +190%
PFG
290
Pinnacle Financial Group
Illinois
$2.75M +$27.8K +172 +1%
SVWAG
291
Sound View Wealth Advisors Group
Georgia
$2.74M -$165K -1,019 -6%
VWM
292
Valley Wealth Managers
New Jersey
$2.74M -$196K -1,211 -7%
JWCA
293
J.W. Cole Advisors
Florida
$2.71M +$462K +2,856 +21%
CF
294
Conquis Financial
California
$2.7M +$2.7M +16,706 New
MMA
295
Miracle Mile Advisors
California
$2.69M -$828K -5,121 -24%
FGG
296
Financial Guidance Group
Florida
$2.69M -$320K -1,977 -11%
CW
297
Cooksen Wealth
Texas
$2.65M -$11.5K -71 -0.4%
PRP
298
Peak Retirement Planning
Ohio
$2.63M +$2.63M +16,275 New
CTC
299
Central Trust Company
Missouri
$2.62M +$94.8K +586 +4%
GBT
300
Grove Bank & Trust
Florida
$2.62M +$600K +3,710 +30%
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