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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 %
PB
526
Pinnacle Bancorp
Nebraska
$794K +$38.5K +238 +5%
Kovitz Investment Group Partners
527
Kovitz Investment Group Partners
Illinois
$789K +$789K +4,878 New
CD
528
Chapin Davis
Maryland
$786K – – –
FHA
529
Flagship Harbor Advisors
Massachusetts
$783K -$31.7K -196 -4%
AB
530
Atlas Brown
Kentucky
$777K +$809 +5 +0.1%
SWM
531
SeaCrest Wealth Management
New York
$773K – – –
CPRC
532
Consolidated Portfolio Review Corp
New York
$767K +$37.2K +230 +5%
SCM
533
Spreng Capital Management
Ohio
$766K +$64.4K +398 +9%
CT
534
Colonial Trust
South Carolina
$766K +$48.5K +300 +7%
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$765K – – –
WWA
536
Wingate Wealth Advisors
Massachusetts
$764K +$764K +4,725 New
HP
537
Holistic Planning
Texas
$764K +$5.66K +35 +0.7%
MW
538
Marcum Wealth
Ohio
$760K +$149K +920 +24%
NW
539
NewEdge Wealth
Pennsylvania
$759K +$39.3K +243 +5%
TPCW
540
TD Private Client Wealth
New York
$758K -$210K -1,300 -22%
FFA
541
Founders Financial Alliance
North Carolina
$755K +$684K +4,227 +967%
HNB
542
Huntington National Bank
Ohio
$750K -$942K – –
WI
543
WrapManager Inc
California
$739K -$11.2K -69 -1%
RA
544
Rockingstone Advisors
Massachusetts
$731K -$841K -5,200 -53%
SFP
545
Strategic Financial Partners
Oregon
$725K -$65.5K -405 -8%
FA
546
Financial Alternatives
California
$712K – – –
HR
547
Howe & Rusling
New York
$710K -$38.8K -240 -5%
MF
548
Meridian Financial
Massachusetts
$704K +$971 +6 +0.1%
BCIM
549
Bishop & Co Investment Management
Pennsylvania
$694K -$13.9K -86 -2%
NA
550
Note Advisors
New York
$690K +$690K +4,267 New
20 21
22
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