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 %
PMFA
701
Plante Moran Financial Advisors
Michigan
$389K +$45K +278 +13%
SCG
702
Sonata Capital Group
Washington
$388K – – –
HIC
703
Holderness Investments Company
North Carolina
$387K -$72.6K -449 -16%
RFS
704
Richardson Financial Services
Massachusetts
$386K +$12.9K +80 +3%
BFA
705
Beacon Financial Advisory
Ohio
$385K -$2.1K -13 -0.5%
MFG
706
Mosaic Financial Group
Illinois
$385K – – –
AWA
707
Arkadios Wealth Advisors
Georgia
$384K +$2.75K +17 +0.7%
BFG
708
Beacon Financial Group
Texas
$383K – – –
DE
709
Diversified Enterprises
Delaware
$380K +$10.5K +65 +3%
FLPIM
710
F.L. Putnam Investment Management
Massachusetts
$379K +$162 +1 +0%
WWP
711
WR Wealth Planners
Missouri
$378K – – –
VA
712
Valmark Advisers
Ohio
$376K +$52.9K +327 +16%
AIC
713
Archer Investment Corporation
Indiana
$375K +$12K +74 +3%
KA
714
Klingman & Associates
New York
$375K -$82.8K -512 -18%
QC
715
Quadrature Capital
United Kingdom
$372K +$372K +2,302 New
STA
716
Smith Thornton Advisors
Alabama
$372K – – –
LTL
717
Lowery Thomas LLC
California
$370K -$36.4K -225 -9%
BFS
718
Bradley Foster & Sargent
Connecticut
$369K +$123K +758 +50%
GFWA
719
Grey Fox Wealth Advisors
Delaware
$366K – – –
RRA
720
Round Rock Advisors
Connecticut
$364K – – –
AWM
721
Axxcess Wealth Management
California
$363K -$328K -2,027 -47%
TSS
722
Two Sigma Securities
New York
$361K +$26.4K +163 +8%
FPCG
723
Forum Private Client Group
Indiana
$360K -$41.4K -256 -10%
SIC
724
Sterling Investment Counsel
New York
$358K +$2.43K +15 +0.7%
SC
725
Sierra Capital
Florida
$357K +$324 +2 +0.1%
27 28
29
30 31