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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 %
CG
451
Caprock Group
Idaho
$1.11M +$1.11M +6,839 New
CFA
452
Cahill Financial Advisors
Minnesota
$1.09M +$29.4K +182 +3%
EF
453
Elite Financial
Idaho
$1.08M +$1.08M +6,677 New
BEAM
454
Baker Ellis Asset Management
Washington
$1.08M – – –
ST
455
Smithfield Trust
Pennsylvania
$1.08M -$47.4K -294 -4%
AWP
456
Astra Wealth Partners
New Jersey
$1.06M +$1.06M +6,582 New
SWM
457
Schwallier Wealth Management
Michigan
$1.06M -$90.4K -559 -8%
EF
458
Empowered Funds
Pennsylvania
$1.06M – – –
JIC
459
Joel Isaacson & Co
New York
$1.05M -$2.43K -15 -0.2%
AIFAIM
460
American Institute for Advanced Investment Management
Arizona
$1.05M -$4.85K -30 -0.5%
TDWM
461
Topel & Distasi Wealth Management
California
$1.05M – – –
WTC
462
WhitTier Trust Company
Nevada
$1.04M – – –
IA
463
IFP Advisors
Florida
$1.03M +$331K +2,043 +47%
LEFP
464
Leading Edge Financial Planning
Tennessee
$1.01M -$939K -5,808 -48%
GPA
465
Guidance Point Advisors
Massachusetts
$998K +$6.15K +38 +0.6%
OC
466
Opinicus Capital
Florida
$993K -$39.8K -246 -4%
MW
467
Members Wealth
Pennsylvania
$988K +$988K +6,038 New
CIBC World Market
468
CIBC World Market
Ontario, Canada
$977K -$29.1K -180 -3%
DI
469
DDFG Inc
California
$975K -$3.88K -24 -0.4%
MFG
470
Magnus Financial Group
New York
$964K +$6.96K +43 +0.7%
TBWA
471
Three Bridge Wealth Advisors
California
$962K +$35.3K +218 +4%
BI
472
Berkeley Inc
Idaho
$956K -$974K -6,022 -50%
CHC
473
City Holding Co
West Virginia
$951K +$59.9K +370 +7%
IWM
474
IHT Wealth Management
Illinois
$943K -$254K -1,573 -21%
MCM
475
MidAtlantic Capital Management
Virginia
$937K +$1.78K +11 +0.2%
17 18
19
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