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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 %
AIA
801
Accelerate Investment Advisors
California
$276K +$276K +1,703 New
RFA
802
Resurgent Financial Advisors
Georgia
$275K +$5.34K +33 +2%
CM
803
Cornerstone Management
Georgia
$275K – – –
PA
804
Pinnacle Associates
New York
$275K +$275K +1,698 New
QWM
805
Quadcap Wealth Management
Texas
$274K +$809 +5 +0.3%
CFD
806
Creative Financial Designs
Indiana
$270K +$18.4K +114 +7%
VVP
807
Venture Visionary Partners
Ohio
$267K +$1.46K +9 +0.5%
RFP
808
Root Financial Partners
California
$266K +$266K +1,646 New
CFO
809
Colony Family Offices
North Carolina
$265K +$265K +1,640 New
ACM
810
Advisors Capital Management
New Jersey
$264K +$264K +1,629 New
IA
811
IFG Advisory
Georgia
$263K +$263K +1,627 New
FFP
812
Freedom Financial Partners
Minnesota
$260K +$260K +1,610 New
SAM
813
Silvercrest Asset Management
New York
$260K – – –
CFP
814
Comprehensive Financial Planning
Pennsylvania
$260K +$260K +1,607 New
FFL
815
Financial Freedom LLC
Ohio
$259K +$647 +4 +0.3%
FWMP
816
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$258K +$258K +1,592 New
PVI
817
Pine Valley Investments
New Jersey
$256K +$256K +1,585 New
BPFA
818
Barnes Pettey Financial Advisors
Mississippi
$255K – – –
LNWWM
819
Laird Norton Wetherby Wealth Management
California
$254K – – –
SWRP
820
Summit Wealth & Retirement Planning
California
$253K – – –
CCA
821
Cravens & Co Advisors
Tennessee
$252K – – –
CA
822
CGN Advisors
Kansas
$252K -$3.4K -21 -1%
KCM
823
Kornitzer Capital Management
Kansas
$252K -$17.1K -106 -6%
WE
824
Wealth Effects
Massachusetts
$252K +$2.91K +18 +1%
CAM
825
Clark Asset Management
New Hampshire
$251K – – –
31 32
33
34 35