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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 %
RC
826
Roundview Capital
New Jersey
$250K +$40.4K +250 +19%
LSA
827
Lion Street Advisors
Texas
$250K – – –
DW
828
Dodds Wealth
Colorado
$249K – – –
PWMAG
829
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$2.27K +14 +0.9%
CSB
830
City State Bank
Iowa
$248K -$41.1K -254 -14%
MWP
831
Meriwether Wealth & Planning
Louisiana
$247K +$247K +1,526 New
CWP
832
Concord Wealth Partners
Virginia
$246K +$1.46K +9 +0.6%
CA
833
Clune & Associates
Illinois
$244K +$244K +1,509 New
EWM
834
Endowment Wealth Management
Wisconsin
$244K -$2.59K -16 -1%
SIMG
835
Sonora Investment Management Group
Arizona
$243K +$27K +167 +13%
IWM
836
Integris Wealth Management
California
$243K – – –
PP
837
Patten & Patten
Tennessee
$242K -$324 -2 -0.1%
CCA
838
Clarity Capital Advisors
Florida
$241K +$3.72K +23 +2%
FFM
839
Forum Financial Management
Illinois
$241K +$14.2K +88 +6%
JWM
840
JPL Wealth Management
Colorado
$241K +$241K +1,487 New
TCM
841
TruNorth Capital Management
Michigan
$238K – – –
LA
842
LWM Advisors
California
$238K +$238K +1,472 New
FWI
843
Facet Wealth Inc
Maryland
$238K -$199K -1,208 -46%
CT
844
Coastline Trust
Rhode Island
$236K – – –
MAS
845
Meeder Advisory Services
Ohio
$236K +$236K +1,457 New
LWM
846
Lodestone Wealth Management
Washington
$235K – – –
S
847
Sachetta
Massachusetts
$233K -$2.59K -16 -1%
KCM
848
Kennicott Capital Management
California
$233K -$25.9K -160 -10%
PA
849
Parallel Advisors
California
$232K – – –
B
850
Bailard
California
$231K – – –
32 33
34
35 36