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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,095 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, 427 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+71
Holders Change %
+6.93%
% of All Funds
14.58%
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
427
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 %
SCA
976
Stuart Chaussee & Associates
California
$45.9K – – –
PCWA
977
Pacific Capital Wealth Advisors
California
$45.3K – – –
SS
978
Sunbelt Securities
Texas
$45.3K – – –
FG
979
Fairman Group
Pennsylvania
$44.1K +$162 +1 +0.4%
RIL
980
Rothschild Investment LLC
Illinois
$43.1K +$161 +1 +0.4%
AWM
981
Accredited Wealth Management
Kentucky
$42.7K +$42.7K +264 New
SC
982
Stephens Consulting
Michigan
$41.4K -$162 -1 -0.4%
WT
983
Washington Trust
Rhode Island
$40.3K -$3.24K -20 -7%
FCMT
984
Founders Capital Management (Texas)
Texas
$39.8K – – –
PIP
985
Peachtree Investment Partners
Florida
$39.2K – – –
TRCT
986
Tower Research Capital (TRC)
New York
$38.7K +$38.7K +239 New
RWPA
987
Richard W. Paul & Associates
Michigan
$38.3K -$7.44K -46 -16%
NCM
988
Northwest Capital Management
Oregon
$38.3K – – –
EAM
989
Eukles Asset Management
Ohio
$37.4K – – –
SFG
990
Stonebridge Financial Group
Pennsylvania
$37.4K +$37.4K +231 New
EWM
991
EPG Wealth Management
Georgia
$36.8K +$161 +1 +0.4%
SC
992
SouthState Corp
Florida
$36.4K -$4.04K -25 -10%
EW
993
Element Wealth
Mississippi
$36.4K – – –
JHCP
994
Jackson Hole Capital Partners
Oklahoma
$36.2K – – –
CJ
995
Caitlin John
Michigan
$36K +$162 +1 +0.5%
HC
996
Hurley Capital
New York
$35.5K +$35.5K +219 New
MAM
997
Marquette Asset Management
Minnesota
$35.4K – – –
WFA
998
West Financial Advisors
Iowa
$35.3K – – –
SS
999
SBI Securities
Japan
$35.1K +$35.1K +217 New
PWMG
1000
Prestige Wealth Management Group
New Jersey
$34K – – –
38 39
40
41 42