VOE icon

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 %
CCWM
601
Cassaday & Co Wealth Management
Virginia
$567K – – –
AIM
602
Advyzon Investment Management
Illinois
$564K +$564K +3,484 New
SAM
603
S.A. Mason
Michigan
$563K – – –
CWM
604
Copia Wealth Management
Oregon
$563K +$563K +3,479 New
JPLA
605
Joseph P. Lucia & Associates
New York
$562K -$7.6K -47 -1%
AllianceBernstein
606
AllianceBernstein
Tennessee
$562K +$55.3K +342 +11%
WA
607
WP Advisors
California
$561K +$3.4K +21 +0.6%
QCM
608
QRG Capital Management
Illinois
$555K +$40.1K +248 +8%
USCWA
609
U.S. Capital Wealth Advisors
Texas
$549K +$104K +642 +23%
GFG
610
Grantvest Financial Group
New Jersey
$548K +$548K +3,385 New
Qube Research & Technologies (QRT)
611
Qube Research & Technologies (QRT)
United Kingdom
$548K +$79.8K +493 +17%
CC
612
Courier Capital
New York
$544K +$5.99K +37 +1%
AMM
613
American Money Management
California
$543K -$5.66K -35 -1%
EPP
614
ETF Portfolio Partners
Kansas
$542K +$37K +229 +7%
CWM
615
Congress Wealth Management
Massachusetts
$542K +$17.3K +107 +3%
PSB
616
Passumpsic Savings Bank
Vermont
$541K +$23.8K +147 +5%
PCS
617
Private Client Services
Kentucky
$541K -$3.07K -19 -0.6%
Millennium Management
618
Millennium Management
New York
$539K +$539K +3,329 New
AWM
619
Aviso Wealth Management
Washington
$536K – – –
CHJWM
620
Carlton Hofferkamp & Jenks Wealth Management
Texas
$534K – – –
KeyBank National Association
621
KeyBank National Association
Ohio
$533K -$58.4K -361 -10%
FC
622
Fairscale Capital
New Hampshire
$531K – – –
HIS
623
Horizon Investment Services
Indiana
$531K +$21.4K +132 +4%
PIA
624
Pinion Investment Advisors
Kansas
$529K -$10.4K -64 -2%
FCP
625
Fidelis Capital Partners
Florida
$520K +$520K +3,150 New
23 24
25
26 27