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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 %
GHAM
876
Gilman Hill Asset Management
Connecticut
$216K – – –
NWMP
877
Noble Wealth Management PBC
Colorado
$216K +$216K +1,333 New
CSA
878
Cottage Street Advisors
Massachusetts
$214K +$971 +6 +0.5%
AAS
879
Annex Advisory Services
Wisconsin
$214K – – –
PG
880
Proffitt & Goodson
Tennessee
$214K – – –
NEPWA
881
New England Private Wealth Advisors
Massachusetts
$214K +$162 +1 +0.1%
AWM
882
Atticus Wealth Management
Florida
$214K -$6.31K -39 -3%
PWM
883
PMG Wealth Management
Illinois
$213K +$213K +1,319 New
NCM
884
Next Capital Management
New York
$213K +$213K +1,318 New
PWM
885
PBMares Wealth Management
Virginia
$213K +$3.4K +21 +2%
SDWMA
886
Schneider Downs Wealth Management Advisors
Pennsylvania
$213K – – –
AC
887
Apella Capital
Connecticut
$211K +$211K +1,305 New
CRC
888
Curi RMB Capital
Illinois
$210K -$3.4K -21 -2%
CFG
889
Chapman Financial Group
Hawaii
$209K +$209K +1,294 New
CA
890
Claro Advisors
Massachusetts
$209K – – –
BAM
891
Belpointe Asset Management
Nevada
$208K +$208K +1,268 New
SW
892
Simplicity Wealth
New Jersey
$207K +$207K +1,281 New
PFWA
893
Paces Ferry Wealth Advisors
Georgia
$207K +$207K +1,280 New
FCBT
894
First Citizens Bank & Trust
North Carolina
$206K -$6.63K -41 -3%
BWA
895
Bestgate Wealth Advisors
Maryland
$205K +$205K +1,265 New
M&T Bank
896
M&T Bank
New York
$204K -$20.5K -127 -9%
CGA
897
Crescent Grove Advisors
Illinois
$204K +$647 +4 +0.3%
NRC
898
New Republic Capital
North Carolina
$201K – – –
D.E. Shaw & Co
899
D.E. Shaw & Co
New York
$201K -$183K -1,130 -48%
CTA
900
Colonial Trust Advisors
South Carolina
$199K -$8.9K -55 -4%
34 35
36
37 38