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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 %
FIC
726
Family Investment Center
Missouri
$357K -$1.29K -8 -0.4%
LWP
727
LMG Wealth Partners
Louisiana
$354K +$2.1K +13 +0.6%
CAMG
728
CWA Asset Management Group
Florida
$353K +$9.38K +58 +3%
BIM
729
Bridges Investment Management
Nebraska
$353K – – –
ITB
730
Idaho Trust Bank
Idaho
$348K -$160K -991 -32%
DWP
731
Destiny Wealth Partners
Florida
$346K – – –
IDA
732
Intelligence Driven Advisers
California
$346K +$29.1K +180 +9%
GSWM
733
Golden State Wealth Management
California
$344K +$344K +2,127 New
NF
734
Nikulski Financial
Iowa
$344K -$8.09K -50 -2%
RPCA
735
Running Point Capital Advisors
California
$343K +$338K +2,090 +6,967%
CMMS
736
Comprehensive Money Management Services
Florida
$342K +$342K +2,115 New
ATI
737
ARK & TLK Investments
Oklahoma
$342K +$23.9K +148 +8%
RF
738
Rossby Financial
Florida
$341K +$341K +2,105 New
MWM
739
Maridea Wealth Management
New York
$339K +$339K +2,098 New
WPP
740
Whalerock Point Partners
Rhode Island
$339K – – –
HIA
741
HTG Investment Advisors
Connecticut
$338K – – –
BF
742
Brooklyn FI
New York
$338K +$3.4K +21 +1%
EFG
743
Embree Financial Group
Illinois
$337K +$5.34K +33 +2%
BCG
744
Breakwater Capital Group
New Jersey
$336K -$485 -3 -0.1%
GS
745
GWN Securities
Florida
$335K +$335K +2,071 New
DWT
746
Dorsey & Whitney Trust
South Dakota
$333K – – –
SIC
747
Salem Investment Counselors
North Carolina
$331K – – –
SA
748
Strategic Advisors
New York
$331K +$45.8K +283 +16%
BBHC
749
Brown Brothers Harriman & Co
New York
$330K – – –
BOM
750
Bank of Marin
California
$326K -$3.56K -22 -1%
28 29
30
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