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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 %
TSW
426
Thompson Siegel & Walmsley
Virginia
$1.23M +$1.23M +7,594 New
D
427
Dentgroup
Louisiana
$1.23M -$647 -4 -0.1%
AF
428
Advisornet Financial
Minnesota
$1.23M -$37K -229 -3%
QCM
429
Quantinno Capital Management
New York
$1.21M +$657K +4,064 +119%
MSFS
430
Main Street Financial Solutions
Pennsylvania
$1.2M -$128K -794 -10%
MSA
431
Marino Stram & Associates
Massachusetts
$1.2M +$7.28K +45 +0.6%
CAL
432
Capital Advisors Ltd
Ohio
$1.19M +$69.9K +432 +6%
OC
433
Oakworth Capital
Alabama
$1.18M -$95.9K -593 -8%
WH
434
Willner & Heller
California
$1.17M +$6.8K +42 +0.6%
RWP
435
Revolve Wealth Partners
New Jersey
$1.17M – – –
NFP
436
Narus Financial Partners
Utah
$1.17M +$559K +3,457 +92%
SAM
437
Synergy Asset Management
Washington
$1.16M +$582K +3,542 +100%
AT
438
American Trust
Kentucky
$1.16M +$808K +4,997 +231%
TFS
439
Thoroughbred Financial Services
Tennessee
$1.16M – – –
CFO
440
Callan Family Office
Pennsylvania
$1.15M – – –
IPW
441
Intergy Private Wealth
Colorado
$1.14M +$22.2K +137 +2%
CAM
442
Cozad Asset Management
Illinois
$1.14M -$74.6K -461 -6%
ZF
443
Zhang Financial
Michigan
$1.14M +$20.4K +126 +2%
SFG
444
SNS Financial Group
Minnesota
$1.13M – – –
BWM
445
BKM Wealth Management
Wisconsin
$1.13M -$19.4K -120 -2%
FA
446
FDx Advisors
Illinois
$1.13M -$21.5K -133 -2%
NPFS
447
Novak & Powell Financial Services
Florida
$1.13M -$9.06K -56 -0.8%
MMPW
448
Mitchell McLeod Pugh & Williams
Alabama
$1.12M +$97.4K +602 +9%
CWM
449
Chemistry Wealth Management
New York
$1.12M -$10.2K -63 -0.9%
Lido Advisors
450
Lido Advisors
California
$1.12M -$3.24K -20 -0.3%
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