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 %
MAM
751
Mainsail Asset Management
Alabama
$326K +$104K +642 +47%
IC
752
Iconiq Capital
California
$325K +$1.94K +12 +0.6%
WWC
753
Waypoint Wealth Counsel
Georgia
$324K – – –
NWA
754
Navis Wealth Advisors
New York
$324K – – –
AF
755
Amara Financial
California
$322K +$1.94K +12 +0.6%
RIS
756
Richmond Investment Services
Wisconsin
$322K +$322K +1,993 New
CW
757
Curio Wealth
Maryland
$320K +$320K +1,979 New
MWM
758
Mission Wealth Management
California
$320K -$96.3K -595 -23%
MA
759
MCF Advisors
Kentucky
$318K – – –
TA
760
Townsend & Associates
Colorado
$317K – – –
SIG
761
Sargent Investment Group
Maryland
$315K – – –
HWA
762
Heritage Wealth Advisors
Virginia
$315K – – –
WP
763
Wealthspan Partners
Iowa
$315K – – –
LWM
764
LongView Wealth Management
Georgia
$315K +$4.85K +30 +2%
VBWMG
765
Von Berge Wealth Management Group
California
$314K +$835 +5 +0.3%
OAS
766
Optivise Advisory Services
Tennessee
$313K +$1.29K +8 +0.4%
HI
767
Horizon Investments
North Carolina
$313K -$63.1K -390 -17%
RIS
768
Retirement Income Solutions
Michigan
$312K – – –
Bessemer Group
769
Bessemer Group
New Jersey
$312K +$86.7K +535 +38%
CPG
770
Cornerstone Planning Group
New Jersey
$312K -$267K -1,595 -46%
LB
771
Legacy Bridge
Iowa
$311K – – –
MCCP
772
Mission Creek Capital Partners
California
$311K -$17.5K -108 -5%
TW
773
Towerpoint Wealth
California
$309K – – –
FPGK
774
Financial Partners Group (Kansas)
Kansas
$308K +$308K +1,906 New
SG
775
StoneX Group
New York
$307K -$7.93K -49 -3%
29 30
31
32 33