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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 %
DP
551
DDD Partners
Washington
$684K +$684K +4,231 New
KCM
552
Kennedy Capital Management
Missouri
$682K +$682K +4,214 New
WAM
553
WNY Asset Management
New York
$681K -$17.5K -108 -3%
CP
554
Creekside Partners
California
$677K +$647 +4 +0.1%
NFG
555
Nations Financial Group
Iowa
$673K -$37.1K -229 -5%
DW30
556
Drucker Wealth 3.0
New Jersey
$668K -$8.41K -52 -1%
MFS
557
McNamara Financial Services
Massachusetts
$666K -$35.4K -219 -5%
BB
558
Busey Bank
Illinois
$662K – – –
EFL
559
ERn Financial LLC
Wisconsin
$658K – – –
CWM
560
Calamos Wealth Management
Illinois
$658K – – –
IF
561
Ironwood Financial
Arizona
$658K +$211K +1,304 +47%
CWA
562
Crux Wealth Advisors
California
$658K +$658K +4,065 New
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K +$264K +1,589 +67%
ODIJL
564
One Day In July LLC
Vermont
$655K – – –
UCFA
565
United Capital Financial Advisors
Texas
$653K -$809 -5 -0.1%
AWA
566
Arete Wealth Advisors
Illinois
$650K -$86.3K -534 -12%
GCM
567
G2 Capital Management
Ohio
$650K – – –
KWA
568
Kingswood Wealth Advisors
California
$642K +$225K +1,390 +54%
DAS
569
Diversify Advisory Services
Utah
$633K +$168K +1,054 +36%
PFP
570
Pinnacle Financial Partners
Tennessee
$632K -$9.71K -60 -2%
IAG
571
Investmark Advisory Group
Connecticut
$629K – – –
CWM
572
Collaborative Wealth Management
Florida
$629K – – –
NL
573
NWAM LLC
Washington
$625K +$10.4K +64 +2%
VCA
574
Verdence Capital Advisors
Maryland
$624K -$313K -1,933 -33%
FMWA
575
Forvis Mazars Wealth Advisors
Missouri
$619K +$84.1K +520 +16%
21 22
23
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