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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 %
APWM
351
Anchor Pointe Wealth Management
Missouri
$1.8M +$1.8M +11,175 New
Wellington Management Group
352
Wellington Management Group
Massachusetts
$1.8M – – –
TCOV
353
Trust Company of Vermont
Vermont
$1.77M +$592K +3,661 +50%
BSHC
354
Breed's Hill Capital
Massachusetts
$1.77M – – –
ACA
355
Anchor Capital Advisors
Massachusetts
$1.77M +$1.77M +10,930 New
PFM
356
Phillips Financial Management
Indiana
$1.76M – – –
BP
357
Ballentine Partners
Massachusetts
$1.74M – – –
WTFG
358
Wells Trecaso Financial Group
Ohio
$1.73M -$20.5K -127 -1%
SFG
359
Sterling Financial Group
California
$1.7M – – –
FFN
360
Focus Financial Network
Minnesota
$1.7M +$633K +3,915 +60%
MG
361
Mather Group
Illinois
$1.69M -$19.7K -122 -1%
MFG
362
MidWestOne Financial Group
Iowa
$1.69M +$34K +210 +2%
WT
363
Whittier Trust
California
$1.69M +$430K +2,660 +34%
SCA
364
STALEY CAPITAL ADVISERS
Pennsylvania
$1.66M – – –
AUB
365
Atlantic Union Bankshares
Virginia
$1.66M +$96.4K +596 +6%
TPW
366
Talon Private Wealth
Florida
$1.66M +$1.2M +7,426 +262%
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$1.64M +$398K +2,461 +32%
SWP
368
Stratos Wealth Partners
Ohio
$1.64M +$47.4K +293 +3%
IA
369
Insight Advisors
Pennsylvania
$1.63M -$3.87K -24 -0.2%
REMPR
370
Roof Eidam Maycock Peralta (REMP)
California
$1.61M +$76.8K +475 +5%
FFA
371
Farther Finance Advisors
California
$1.59M +$603K +3,725 +61%
KW
372
Keyvantage Wealth
Pennsylvania
$1.58M +$1.58M +9,793 New
WFM
373
Wolff Financial Management
Michigan
$1.55M -$29.1K -180 -2%
TPA
374
Trivium Point Advisory
Connecticut
$1.55M -$171K -1,056 -10%
IAA
375
Ironsides Asset Advisors
North Carolina
$1.53M +$324 +2 +0%
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