VOE icon

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
$364M
2
EWA
EP Wealth Advisors
California
$206M
3
AssetMark Inc
AssetMark Inc
California
$636M
4
SFA
Sequoia Financial Advisors
Ohio
$27.8M
5
CJH
Christopher J. Hasenberg
Wisconsin
$23.8M

Top Sellers

1
MD
Money Design
Japan
$0
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
Betterment LLC
Betterment LLC
New York
$729M
4
PLFA
Pacific Life Fund Advisors
California
$63.2M
5
MFIM
Mesirow Financial Investment Management
Illinois
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWWA
1076
New Wave Wealth Advisors
Arkansas
$2.1K +$2.1K +13 New
PP
1077
PrairieView Partners
Minnesota
$2K – – –
WWM
1078
Wolff Wiese Magana
California
$1.94K – – –
PPA
1079
Painted Porch Advisors
California
$1.94K – – –
AIA
1080
Arcadia Investment Advisors
Idaho
$1.78K – – –
MWM
1081
Mascoma Wealth Management
New Hampshire
$1.78K +$1.78K +11 New
VHAM
1082
Van Hulzen Asset Management
California
$1.66K +$1.66K +10 New
RP
1083
Rice Partnership
Hawaii
$1.46K – – –
RFA
1084
Register Financial Advisors
Georgia
$1.46K – – –
HFS
1085
Hopwood Financial Services
Virginia
$1.3K +$1.3K +8 New
GCM
1086
Gables Capital Management
Florida
$971 – – –
FWM
1087
FLP Wealth Management
Arkansas
$666 +$666 +4 New
CA
1088
Crewe Advisors
Utah
$648 – – –
W
1089
WealthCollab
Washington
$648 – – –
PP
1090
Pacifica Partners
Canada
$484 – – –
TCM
1091
Tradewinds Capital Management
Washington
$324 – – –
MBFW
1092
Morton Brown Family Wealth
Pennsylvania
$324 – – –
TWM
1093
Topsail Wealth Management
North Carolina
$324 +$324 +2 New
MFA
1094
Morling Financial Advisors
California
$138 – – –
RFG
1095
REAP Financial Group
Texas
$81 +$81 +1 New
MD
1096
Money Design
Japan
– -$95.1M -567,357 Closed
LNC
1097
Lincoln National Corp
Pennsylvania
– -$44.9M -267,817 Closed
Prudential Financial
1098
Prudential Financial
New Jersey
– -$16.1M -95,863 Closed
QAM
1099
Q3 Asset Management
Michigan
– -$15M -89,506 Closed
CSPIA
1100
Cary Street Partners Investment Advisory
Virginia
– -$11.9M -70,809 Closed
42 43
44
45 46