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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,095 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, 427 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+71
Holders Change %
+6.93%
% of All Funds
14.58%
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
427
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
$364M
2
EWA
EP Wealth Advisors
California
$206M
3
AssetMark Inc
AssetMark Inc
California
$636M
4
SFA
Sequoia Financial Advisors
Ohio
$27.8M
5
CJH
Christopher J. Hasenberg
Wisconsin
$23.8M

Top Sellers

1
MD
Money Design
Japan
$0
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
Betterment LLC
Betterment LLC
New York
$729M
4
PLFA
Pacific Life Fund Advisors
California
$63.2M
5
MFIM
Mesirow Financial Investment Management
Illinois
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
26
SYM Financial Corp
Indiana
$82.3M -$6.31K -39 -0%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$80.8M +$4.27M +26,426 +6%
Mariner
28
Mariner
Kansas
$74.1M +$3.48M +21,489 +5%
Creative Planning
29
Creative Planning
Kansas
$72.3M +$13.2M +81,423 +22%
Osaic Holdings
30
Osaic Holdings
Arizona
$66.7M -$2.77M -17,300 -4%
US Bancorp
31
US Bancorp
Minnesota
$65.9M +$254K +1,572 +0.4%
PLFA
32
Pacific Life Fund Advisors
California
$63.2M -$20M -123,652 -24%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$62.6M +$7.44M +45,977 +13%
EH
34
Equitable Holdings
New York
$61.9M +$5.28M +32,627 +9%
Truist Financial
35
Truist Financial
North Carolina
$60.2M -$219K -1,355 -0.4%
RA
36
Rodgers & Associates
Pennsylvania
$54.9M +$1.14M +7,045 +2%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$51.6M +$4.68M +28,911 +10%
ML
38
McAdam LLC
Pennsylvania
$48M +$1.76M +10,874 +4%
IWA
39
Inspirion Wealth Advisors
Illinois
$46M +$1.57M +9,698 +4%
PAG
40
Private Advisor Group
New Jersey
$41M -$26K -161 -0.1%
MML Investors Services
41
MML Investors Services
Massachusetts
$40.6M +$3.98M +24,606 +11%
TC
42
Trust Company
Kansas
$39.2M +$527K +3,259 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$38.7M +$327K +2,019 +0.9%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$38.7M +$3.46M +21,362 +10%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$37.5M -$1.37M -8,447 -4%
MAM
46
Marotta Asset Management
Virginia
$35.9M -$2.32M -14,407 -6%
HighTower Advisors
47
HighTower Advisors
Illinois
$34.8M +$1.29M +7,962 +4%
KF
48
Krilogy Financial
Missouri
$34.7M -$261K -1,615 -0.7%
CCM
49
Condor Capital Management
New Jersey
$32M +$172K +1,061 +0.5%
KL
50
KWMG LLC
Kansas
$29.4M -$382K -2,364 -1%
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