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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 %
FF
501
Friday Financial
Iowa
$868K +$868K +5,366 New
SIMC
502
Squire Investment Management Company
Utah
$867K +$119K +735 +16%
VP
503
Verisail Partners
Georgia
$866K +$866K +5,355 New
LWL
504
Leo Wealth LLC
Texas
$863K -$11K -68 -1%
KA
505
Kovack Advisors
Florida
$860K -$8.74K -54 -1%
GJIA
506
Glass Jacobson Investment Advisors
Maryland
$859K +$84.8K +524 +11%
CFG
507
Citizens Financial Group
Rhode Island
$858K +$5.18K +32 +0.6%
CCB
508
Country Club Bank
Missouri
$858K – – –
AWA
509
Aaron Wealth Advisors
Illinois
$857K – – –
CA
510
Clearstead Advisors
Ohio
$856K -$5.18K -32 -0.6%
MWM
511
Modern Wealth Management
Kansas
$855K +$46.4K +287 +6%
GIA
512
Gladstone Institutional Advisory
Florida
$854K -$43.8K -271 -5%
CFGA
513
Cambridge Financial Group (Arizona)
Arizona
$854K +$148K +916 +21%
LG
514
LAM Group
Oregon
$853K – – –
RFS
515
Retirement Financial Solutions
Tennessee
$848K +$5.18K +32 +0.6%
FA
516
FC Advisory
Pennsylvania
$837K -$35.9K -222 -4%
CCC
517
Compass Capital Corp
Massachusetts
$837K +$837K +5,130 New
EFS
518
Essex Financial Services
Connecticut
$836K +$5.99K +37 +0.7%
BRWA
519
B. Riley Wealth Advisors
Florida
$834K +$2.43K +15 +0.3%
Legacy Financial Group (Iowa)
520
Legacy Financial Group (Iowa)
Iowa
$830K +$830K +5,132 New
BCA
521
Bay Colony Advisors
Massachusetts
$827K -$19.6K -121 -2%
Empower Advisory Group
522
Empower Advisory Group
Colorado
$820K -$56.1K -347 -6%
NSIM
523
North Star Investment Management
Illinois
$817K +$6.15K +38 +0.8%
JWA
524
JFS Wealth Advisors
Pennsylvania
$811K – – –
HIP
525
HUB Investment Partners
Texas
$805K -$31.2K -193 -4%
19 20
21
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