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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 %
WIA
401
World Investment Advisors
California
$1.38M -$16.2M -100,357 -92%
IFWM
402
Institute for Wealth Management
Colorado
$1.38M -$27.2K -168 -2%
PIMG
403
Patriot Investment Management Group
Tennessee
$1.36M – – –
JIC
404
Johnson Investment Counsel
Ohio
$1.36M +$56.1K +347 +4%
ECAM
405
East Coast Asset Management
Massachusetts
$1.35M +$324 +2 +0%
MLA
406
My Legacy Advisors
Oregon
$1.35M +$74.7K +456 +6%
LI
407
LifeWealth Investments
Florida
$1.33M +$1.33M +8,242 New
FAIM
408
Financial Advocates Investment Management
Washington
$1.33M +$71.7K +443 +6%
BIM
409
Baldwin Investment Management
Pennsylvania
$1.32M -$123K -759 -9%
IAN
410
Integrated Advisors Network
Texas
$1.32M -$59.4K -367 -4%
EWM
411
Evergreen Wealth Management
Michigan
$1.31M +$5.18K +32 +0.4%
CWA
412
CJM Wealth Advisers
Virginia
$1.31M +$809 +5 +0.1%
CIA
413
Choate Investment Advisors
Massachusetts
$1.31M – – –
HAM
414
Hickory Asset Management
Ohio
$1.31M +$1.31M +8,082 New
Tudor Investment Corp
415
Tudor Investment Corp
Connecticut
$1.3M +$566K +3,496 +78%
FNBOMD
416
First National Bank of Mount Dora
Florida
$1.29M – – –
SCA
417
Snowden Capital Advisors
New York
$1.29M -$48.7K -301 -4%
1IA
418
1834 Investment Advisors
Wisconsin
$1.29M +$41.1K +254 +3%
VFG
419
Victory Financial Group
Texas
$1.28M +$1.28M +7,933 New
RFC
420
Regions Financial Corp
Alabama
$1.28M +$98.8K +611 +8%
CCFM
421
Clear Creek Financial Management
Washington
$1.28M +$104K +642 +9%
SF
422
Synovus Financial
Georgia
$1.27M -$1.25M -7,689 -49%
OMC
423
Old Mission Capital
Illinois
$1.27M +$1.27M +7,842 New
AQR Capital Management
424
AQR Capital Management
Connecticut
$1.26M +$132K +817 +12%
PCM
425
Parsons Capital Management
Rhode Island
$1.24M +$3.24K +20 +0.3%
15 16
17
18 19