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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 %
OPAM
651
Ocean Park Asset Management
California
$476K +$476K +2,940 New
CIAS
652
Capital Investment Advisory Services
North Carolina
$474K -$33.6K -208 -7%
MCCA
653
Mill Creek Capital Advisors
Pennsylvania
$474K – – –
YWM
654
Yoder Wealth Management
California
$470K – – –
FFG
655
Fiduciary Financial Group
California
$470K -$45K -283 -9%
WB
656
WesBanco Bank
West Virginia
$470K +$11K +68 +2%
HB
657
Horizon Bancorp
Indiana
$465K +$14.9K +92 +3%
MYIA
658
Mount Yale Investment Advisors
Colorado
$465K – – –
NAMP
659
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K – – –
Allspring Global Investments
660
Allspring Global Investments
North Carolina
$463K +$203K +1,253 +78%
JCM
661
Jacobi Capital Management
Pennsylvania
$460K -$77.3K -478 -14%
BWM
662
BCS Wealth Management
Tennessee
$458K +$458K +2,830 New
GWA
663
GGM Wealth Advisors
Maryland
$456K +$20.9K +129 +5%
NWAG
664
Net Worth Advisory Group
Utah
$455K +$9.38K +58 +2%
MA
665
MAS Advisors
Florida
$452K -$140K -863 -24%
IFPL
666
Investments & Financial Planning LLC
Kentucky
$451K +$1.46K +9 +0.3%
HSBC Holdings
667
HSBC Holdings
United Kingdom
$450K +$68.1K +421 +18%
ONSWM
668
Old North State Wealth Management
North Carolina
$448K +$79.7K +491 +22%
RCAG
669
Rehmann Capital Advisory Group
Michigan
$447K -$647 -4 -0.1%
HIGP
670
Hill Investment Group Partners
Missouri
$445K +$445K +2,753 New
SAI
671
Savvy Advisors Inc
New York
$444K +$444K +2,745 New
BI
672
Beckerman Institutional
New Jersey
$444K +$105K +650 +31%
HPC
673
HM Payson & Co
Maine
$442K +$270K +1,667 +157%
SFS
674
Summit Financial Strategies
Ohio
$438K +$197K +1,219 +82%
NP
675
NorthRock Partners
Minnesota
$438K +$5.82K +36 +1%
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