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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 %
CIAS
301
CBIZ Investment Advisory Services
Ohio
$2.59M – – –
FIA
302
Foundations Investment Advisors
Arizona
$2.59M +$2.17M +13,436 +523%
FGWP
303
Founders Grove Wealth Partners
Virginia
$2.55M +$2.55M +15,758 New
BOH
304
Bank of Hawaii
Hawaii
$2.51M -$26.7K -165 -1%
RCM
305
RMR Capital Management
California
$2.51M -$17.1K -106 -0.7%
OIA
306
OneDigital Investment Advisors
Kansas
$2.48M +$114K +705 +5%
CS
307
Capital Square
Tennessee
$2.47M +$286K +1,717 +13%
WTA
308
Washington Trust Advisors
Massachusetts
$2.43M +$5.34K +33 +0.2%
CFAM
309
Center For Asset Management
Florida
$2.42M +$161K +994 +7%
SWA
310
Stratos Wealth Advisors
Ohio
$2.38M +$3.4K +21 +0.1%
BCM
311
Brookstone Capital Management
Illinois
$2.36M +$806K +4,985 +52%
GC
312
Grimes & Company
Massachusetts
$2.35M +$9.87K +61 +0.4%
1WA
313
180 Wealth Advisors
Washington
$2.31M -$5.5K -34 -0.2%
KWM
314
Kingsview Wealth Management
Oregon
$2.3M +$182K +1,128 +9%
AIA
315
AIMZ Investment Advisors
California
$2.3M +$20.5K +127 +0.9%
KAS
316
KPP Advisory Services
Kentucky
$2.29M -$147K -907 -6%
SAG
317
SageView Advisory Group
California
$2.28M +$25.9K +160 +1%
EF
318
Empirical Finance
Pennsylvania
$2.26M -$126K -776 -5%
AAS
319
Ameritas Advisory Services
Nebraska
$2.25M +$92.5K +572 +4%
SB
320
Simmons Bank
Arkansas
$2.25M -$104K -646 -4%
SEIA
321
Signature Estate & Investment Advisors
California
$2.23M +$355K +2,195 +19%
GAI
322
General American Investors
New York
$2.22M – – –
FAT
323
First American Trust
California
$2.16M +$732K +4,522 +51%
Wealthfront Advisers
324
Wealthfront Advisers
California
$2.16M +$371K +2,291 +21%
SF
325
Safeguard Financial
Wisconsin
$2.15M -$546K -3,375 -20%
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