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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 %
PSF
376
Pacific Sun Financial
California
$1.52M -$3.24K -20 -0.2%
CPA
377
Cardiff Park Advisors
California
$1.52M +$7.93K +49 +0.5%
AAP
378
Arax Advisory Partners
Colorado
$1.52M -$2.95M -18,227 -66%
PD
379
Planning Directions
Pennsylvania
$1.52M -$11K -68 -0.7%
BCI
380
Brinker Capital Investments
Pennsylvania
$1.5M +$650K +4,018 +77%
OPS
381
Orion Portfolio Solutions
Nebraska
$1.5M +$650K +4,018 +77%
IC
382
IEQ Capital
California
$1.49M -$39.8K -246 -3%
WFA
383
Wellspring Financial Advisors
Ohio
$1.49M -$47 -25 -0%
GRP
384
Global Retirement Partners
California
$1.49M +$52.6K +325 +4%
SHFA
385
SC&H Financial Advisors
Maryland
$1.49M +$4.69K +29 +0.3%
LFAS
386
Level Four Advisory Services
Texas
$1.47M -$370K -2,288 -20%
AIM
387
Acropolis Investment Management
Missouri
$1.47M -$40.9K -253 -3%
HCM
388
Howland Capital Management
Massachusetts
$1.46M -$1.94K -12 -0.1%
MECA
389
Miller Equity Capital Advisors
Texas
$1.45M -$22.6K -140 -2%
Renaissance Technologies
390
Renaissance Technologies
New York
$1.44M +$760K +4,700 +112%
CWM
391
Cornerstone Wealth Management
Missouri
$1.43M +$182K +1,126 +15%
NFC
392
Northeast Financial Consultants
Connecticut
$1.42M -$9.38K -58 -0.7%
NB
393
Nicolet Bankshares
Wisconsin
$1.41M – – –
CWM
394
Cadence Wealth Management
Massachusetts
$1.41M +$413K +2,555 +42%
MA
395
MONECO Advisors
Connecticut
$1.4M +$64.4K +398 +5%
WFAG
396
Wescott Financial Advisory Group
Pennsylvania
$1.4M -$75.9K -469 -5%
TC
397
TownSquare Capital
Utah
$1.4M +$127K +786 +10%
EP
398
Essential Planning
New Hampshire
$1.39M +$1.39M +8,267 New
ACP
399
Aveo Capital Partners
Colorado
$1.39M +$275K +1,698 +25%
FC
400
Forte Capital
New York
$1.38M -$220K -1,358 -14%
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