VOE icon

Vanguard Mid-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
1001
Guardian Wealth Management
Illinois
$33.7K +$162 +1 +0.5%
NB
1002
NBT Bank
New York
$32.5K -$501K -3,095 -94%
RIA
1003
Realta Investment Advisors
Delaware
$32.5K +$32.5K +200 New
TF
1004
Tompkins Financial
New York
$32.4K +$32.4K +200 New
Simplex Trading
1005
Simplex Trading
Illinois
$32K +$32K +199 New
CP
1006
Castleview Partners
Texas
$31.8K
WBC
1007
West Branch Capital
Massachusetts
$31.4K
FGC
1008
Financial Gravity Companies
Texas
$30.9K
RF
1009
Roxbury Financial
New Jersey
$29K +$29K +164 New
SIS
1010
Sound Income Strategies
Florida
$25.6K +$486 +3 +2%
AA
1011
Addison Advisors
Vermont
$23.6K
HWA
1012
HHM Wealth Advisors
Tennessee
$22.3K +$12.1K +75 +119%
BIM
1013
Breakwater Investment Management
Washington
$21.8K +$4.85K +30 +29%
PCMC
1014
Private Capital Management (Colorado)
Colorado
$21.5K -$2.27K -14 -10%
VCM
1015
Versant Capital Management
Arizona
$21.4K
GTAM
1016
Global Trust Asset Management
Florida
$21K +$161 +1 +0.8%
BBPWM
1017
Blue Bell Private Wealth Management
Pennsylvania
$19.9K
DRP
1018
Decker Retirement Planning
Utah
$18.8K +$18.8K +116 New
Kayne Anderson Rudnick Investment Management
1019
Kayne Anderson Rudnick Investment Management
California
$17.6K +$162 +1 +0.9%
ME
1020
McIlrath & Eck
Washington
$17.6K
MIM
1021
MTM Investment Management
South Carolina
$17.3K
GWSA
1022
Global Wealth Strategies & Associates
Colorado
$17.3K
WIM
1023
Westside Investment Management
California
$17K
FCT
1024
First Community Trust
Iowa
$16.8K
GWANC
1025
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7K -$17.8K -110 -52%