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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 %
VPP
676
Vertex Planning Partners
Illinois
$436K +$3.56K +22 +0.8%
CCM
677
Coldstream Capital Management
Washington
$436K -$15.9K -98 -4%
TW
678
Traveka Wealth
California
$436K – – –
ESB
679
Essex Savings Bank
Connecticut
$436K – – –
GIM
680
Goelzer Investment Management
Indiana
$430K +$44.6K +276 +12%
UAG
681
United Advisor Group
Ohio
$425K -$202K -1,247 -32%
PTC
682
Private Trust Company
Ohio
$421K +$46.1K +285 +12%
FB
683
Fulton Bank
Pennsylvania
$421K +$32.7K +202 +8%
PL
684
Plancorp LLC
Missouri
$421K -$15.4K -95 -4%
NB
685
Northwest Bancshares
Pennsylvania
$418K -$5.18K -32 -1%
QCIG
686
Quad-Cities Investment Group
Iowa
$413K -$324 -2 -0.1%
SWM
687
Silverlake Wealth Management
Vermont
$413K -$69.6K -430 -14%
WLPWM
688
Walled Lake Planning & Wealth Management
Illinois
$412K -$6.47K -40 -2%
EPM
689
Elm Partners Management
Pennsylvania
$411K +$9.22K +57 +2%
OA
690
Oxbow Advisors
Texas
$411K -$4.69K -29 -1%
EBA
691
Eagle Bay Advisors
New York
$405K – – –
FWM
692
FSA Wealth Management
Massachusetts
$405K -$8.74K -54 -2%
PA
693
PFG Advisors
Arizona
$400K -$13.3K -82 -3%
EAM
694
Evanson Asset Management
California
$399K +$1.29K +8 +0.3%
BFA
695
Beaumont Financial Advisors
Massachusetts
$398K -$1.29K -8 -0.3%
CIA
696
Compass Ion Advisors
Pennsylvania
$394K -$50.8K -314 -11%
Russell Investments Group
697
Russell Investments Group
United Kingdom
$393K +$18.8K +116 +5%
AFG
698
Altiora Financial Group
Ohio
$392K – – –
TWP
699
Tyche Wealth Partners
Texas
$391K – – –
LSPW
700
Lake Street Private Wealth
Illinois
$390K +$162 +1 +0%
26 27
28
29 30