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 %
BlackRock
851
BlackRock
New York
$231K +$215K +1,330 +1,343%
PIA
852
Panoramic Investment Advisors
Colorado
$231K +$13.4K +83 +6%
BFPW
853
BOK Financial Private Wealth
Colorado
$230K – – –
CA
854
Crane Advisory
California
$229K – – –
AIM
855
Archer Investment Management
Texas
$228K +$228K +1,412 New
GAM
856
Gemmer Asset Management
California
$228K +$1.13K +7 +0.5%
GWM
857
GDS Wealth Management
Texas
$228K – – –
VWA
858
VSM Wealth Advisory
Maryland
$228K +$228K +1,407 New
TF
859
Theory Financial
Colorado
$227K – – –
FFA
860
First Foundation Advisors
California
$226K – – –
SFP
861
Shepherd Financial Partners
Massachusetts
$224K -$1.62K -10 -0.7%
NC
862
NewSquare Capital
Pennsylvania
$224K +$221K +1,364 +6,820%
MPAM
863
Murphy Pohlad Asset Management
Minnesota
$223K +$13.8K +85 +7%
FFA
864
Florida Financial Advisors
Florida
$223K -$2.43K -15 -1%
GWP
865
Gen-Wealth Partners
Michigan
$222K – – –
SCI
866
Silver Coast Investments
United States
$219K +$2.59K +16 +1%
BMD
867
Better Money Decisions
New Mexico
$218K +$218K +1,349 New
OC
868
Optima Capital
Oregon
$218K +$218K +1,347 New
OA
869
Operose Advisors
Wisconsin
$218K +$970 +6 +0.4%
RSWA
870
Robinson Smith Wealth Advisors
Maine
$218K – – –
GIP
871
Greatmark Investment Partners
Georgia
$218K – – –
SIM
872
Synergy Investment Management
Florida
$217K +$217K +1,344 New
PIFP
873
Partners in Financial Planning
Virginia
$217K +$217K +1,342 New
RAM
874
Redmond Asset Management
Virginia
$217K – – –
BWL
875
Bogart Wealth LLC
Virginia
$217K -$1.62K -10 -0.7%
33 34
35
36 37