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 %
Susquehanna International Group
1101
Susquehanna International Group
Pennsylvania
– -$3.64M -21,734 Closed
WWM
1102
Whalen Wealth Management
Nevada
– -$2.84M -16,954 Closed
EFA
1103
Evernest Financial Advisors
Indiana
– -$1.26M -7,496 Closed
STA
1104
Summit Trail Advisors
New York
– -$1.03M -6,140 Closed
MFA
1105
McClarren Financial Advisors
Pennsylvania
– -$547 -4,979 Closed
CWM
1106
Connecticut Wealth Management
Connecticut
– -$816K -4,864 Closed
TCWA
1107
Turtle Creek Wealth Advisors
Texas
– -$443K -2,644 Closed
DAS
1108
Dynamic Advisor Solutions
Arizona
– -$417K -2,486 Closed
SAM
1109
Secure Asset Management
Michigan
– -$378K -2,254 Closed
FTDI
1110
First Trust Direct Indexing
Massachusetts
– -$376K -2,242 Closed
FDCP
1111
Foster Dykema Cabot & Partners
Massachusetts
– -$337K -2,009 Closed
HWP
1112
Hibernia Wealth Partners
Louisiana
– -$330K -1,967 Closed
HGERS
1113
Householder Group Estate & Retirement Specialist
Arizona
– -$277K -1,655 Closed
4WM
1114
49 Wealth Management
Texas
– -$259K -1,547 Closed
WMWM
1115
Whitaker-Myers Wealth Managers
Ohio
– -$250K -1,493 Closed
HAS
1116
HBW Advisory Services
California
– -$247K -1,476 Closed
PGA
1117
Portland Global Advisors
Maine
– -$239K -1,425 Closed
SFPM
1118
Sensible Financial Planning & Management
Massachusetts
– -$230K -1,372 Closed
AAS
1119
Asset Allocation Strategies
Michigan
– -$222K -1,325 Closed
PFGIA
1120
Patriot Financial Group Insurance Agency
Massachusetts
– -$221K -1,317 Closed
WFA
1121
WMG Financial Advisors
Tennessee
– -$211K -1,261 Closed
HWMO
1122
Heritage Wealth Management (Ohio)
Ohio
– -$208K -1,241 Closed
CTA
1123
Camelot Technology Advisors
California
– -$207K -1,232 Closed
CAC
1124
Certified Advisory Corp
Florida
– -$207K -1,232 Closed
MAG
1125
Mayfair Advisory Group
Alabama
– -$205K -1,228 Closed
42 43 44
45
46