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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 %
BFO
776
Biltmore Family Office
North Carolina
$307K – – –
WA
777
Wealthstream Advisors
New York
$307K +$162 +1 +0.1%
BW
778
BIP Wealth
Georgia
$306K +$8.57K +53 +3%
SA
779
Sovran Advisors
California
$305K +$305K +1,878 New
FB
780
Finward Bancorp
Indiana
$302K +$302K +1,867 New
VWM
781
Venturi Wealth Management
Texas
$302K – – –
TFGT
782
TS Financial Group (TSFG)
Illinois
$300K +$162 +1 +0.1%
WWM
783
Western Wealth Management
Colorado
$299K -$1.94K -12 -0.6%
SRC
784
Sage Rhino Capital
California
$299K +$30.6K +189 +11%
GAM
785
Gotham Asset Management
New York
$298K +$298K +1,845 New
CCA
786
Criterion Capital Advisors
Tennessee
$298K – – –
PWP
787
Perfromance Wealth Partners
Illinois
$296K – – –
BWM
788
Benchmark Wealth Management
Connecticut
$296K – – –
VP
789
Verum Partners
North Carolina
$295K – – –
MSAM
790
Moloney Securities Asset Management
Missouri
$294K -$9.38K -58 -3%
OCM
791
One Capital Management
California
$291K – – –
MWM
792
MGB Wealth Management
Texas
$290K -$289K -1,791 -50%
GGS
793
Galvin Gaustad & Stein
Arizona
$289K +$289K +1,788 New
SW
794
SkyOak Wealth
Michigan
$288K – – –
CL
795
Cabana LLC
Arkansas
$287K -$15.9K -98 -5%
NDSI
796
Newman Dignan & Sheerar Inc
Rhode Island
$284K -$13.8K -85 -5%
RPGK
797
Retirement Planning Group (Kansas)
Kansas
$283K – – –
AWM
798
Ameliora Wealth Management
Switzerland
$283K – – –
SIA
799
Soltis Investment Advisors
Utah
$282K +$6.96K +43 +3%
CQWA
800
Chokshi & Queen Wealth Advisors
California
$280K +$280K +1,733 New
30 31
32
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