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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 %
CWM
1026
CarsonAllaria Wealth Management
Illinois
$16.7K – – –
CAS
1027
Coppell Advisory Solutions
Texas
$16.5K +$16.5K +102 New
PA
1028
Pineridge Advisors
Missouri
$16.2K – – –
FFWM
1029
Future Financial Wealth Management
Ohio
$16.2K – – –
FRA
1030
Front Row Advisors
California
$16.2K – – –
KIM
1031
Kestra Investment Management
Texas
$15.9K +$15.9K +99 New
MSG
1032
Main Street Group
Virginia
$15.5K – – –
MFT
1033
Moisand Fitzgerald Tamayo
Florida
$14.4K +$7.12K +44 +98%
WA
1034
WPG Advisers
Maryland
$14.2K +$14.2K +88 New
BGWM
1035
Bridge Generations Wealth Management
Florida
$14.2K +$14.2K +88 New
RCM
1036
Raleigh Capital Management
North Carolina
$13.1K – – –
PP
1037
Pingora Partners
Wyoming
$12.6K – – –
AEPWM
1038
Atlantic Edge Private Wealth Management
Florida
$11.8K – – –
BTD
1039
BankPlus Trust Department
Mississippi
$11.5K +$11.5K +71 New
PFSC
1040
Peoples Financial Services Corp
Pennsylvania
$11.2K – – –
CTB
1041
Country Trust Bank
Illinois
$11K – – –
KSB
1042
Kennebec Savings Bank
Maine
$10.8K – – –
DF
1043
Dunhill Financial
United Kingdom
$10.7K +$5.34K +33 +100%
TAM
1044
Townsend Asset Management
North Carolina
$10K +$4.37K +27 +77%
TAM
1045
Tucker Asset Management
Colorado
$9.87K -$485 -3 -5%
YAL
1046
Your Advocates Ltd
Texas
$9.38K – – –
MG
1047
MilWealth Group
Wisconsin
$9.35K – – –
IF
1048
Integrity Financial
Wyoming
$8.09K – – –
CSC
1049
Caldwell Sutter Capital
California
$7.93K – – –
WAS
1050
Winch Advisory Services
Wisconsin
$7.93K +$7.93K +49 New
40 41
42
43 44