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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 %
MAM
576
MMA Asset Management
Pennsylvania
$614K -$877K -5,419 -59%
TFA
577
TPG Financial Advisors
Oregon
$612K -$14.1K -87 -2%
BW
578
Bison Wealth
Georgia
$610K +$809 +5 +0.1%
TBT
579
Texas Bank & Trust
Texas
$608K +$608K +3,759 New
SCM
580
Sterling Capital Management
North Carolina
$604K +$129K +800 +27%
Fuller & Thaler Asset Management
581
Fuller & Thaler Asset Management
California
$603K +$346K +2,138 +134%
FTUS
582
Flow Traders U.S.
New York
$600K -$768K -4,742 -56%
First Trust Advisors
583
First Trust Advisors
Illinois
$598K +$598K +3,695 New
KWAG
584
Kiely Wealth Advisory Group
North Carolina
$597K -$38.3K -232 -6%
AL
585
Aspiriant LLC
California
$594K -$14.2K -88 -2%
FVWA
586
Foster Victor Wealth Advisors
South Carolina
$593K -$21.1K -127 -3%
RIM
587
Rockbridge Investment Management
New York
$593K – – –
HAG
588
HF Advisory Group
Maryland
$592K +$16.7K +103 +3%
RWM
589
Rialto Wealth Management
New York
$591K +$591K +3,655 New
FIBT
590
First International Bank & Trust
North Dakota
$588K – – –
CMBA
591
C.M. Bidwell & Associates
Hawaii
$588K +$3.24K +20 +0.6%
ECM
592
Evergreen Capital Management
Washington
$586K +$485 +3 +0.1%
YWS
593
Yarger Wealth Strategies
Ohio
$585K -$70.5K -436 -11%
KFI
594
Key Financial Inc
Pennsylvania
$585K -$2.59K -16 -0.4%
CA
595
Continuum Advisory
Idaho
$583K +$16K +99 +3%
BBA
596
BLB&B Advisors
Pennsylvania
$576K +$38.7K +239 +7%
ZB
597
Zions Bancorporation
Utah
$572K – – –
LCWP
598
Legacy Capital Wealth Partners
Arkansas
$571K – – –
S
599
SignatureFD
Georgia
$569K +$17.5K +108 +3%
WCM
600
WealthTrak Capital Management
Virginia
$569K +$569K +3,516 New
22 23
24
25 26