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 %
CAG
1126
Compass Advisory Group
New York
– -$205K -1,222 Closed
FOA
1127
Five Oceans Advisors
California
– -$205K -1,221 Closed
SP
1128
Stonebrook Private
Michigan
– -$204K -1,214 Closed
CI
1129
Ceera Investments
Texas
– -$203K -1,210 Closed
LFA
1130
Level Financial Advisors
New York
– -$200K -1,193 Closed
CWM
1131
Cedar Wealth Management
California
– -$108K -645 Closed
HPIA
1132
Hamilton Point Investment Advisors
North Carolina
– -$72.9K -435 Closed
NS
1133
NBC Securities
Alabama
– -$49K -298 Closed
NFA
1134
Northwest Financial Advisors
Virginia
– -$49.3K -294 Closed
AWA
1135
Alaska Wealth Advisors
Alaska
– -$48K -286 Closed
WPA
1136
West Paces Advisors
Georgia
– -$33.5K -200 Closed
WI
1137
Wintrust Investments
Illinois
– -$23K -137 Closed
SWC
1138
Spectrum Wealth Counsel
Indiana
– -$20.8K -124 Closed
APC
1139
Aspire Private Capital
North Carolina
– -$20.3K -121 Closed
TCPW
1140
Twin City Private Wealth
North Carolina
– -$18.9K -113 Closed
AFG
1141
Albion Financial Group
Utah
– -$15.9K -95 Closed
JIP
1142
Jaffetilchin Investment Partners
Florida
– -$15.8K -94 Closed
NRG
1143
Nemes Rush Group
Michigan
– -$14.3K -92 Closed
HT
1144
Headlands Technologies
Illinois
– -$8.22K -49 Closed
CA
1145
Claris Advisors
Missouri
– -$6.71K -40 Closed
BWP
1146
Baldwin Wealth Partners
Massachusetts
– -$3.69K -22 Closed
BOC
1147
Bull Oak Capital
California
– -$2.36K -14 Closed
MIM
1148
Macroview Investment Management
Maryland
– -$2.42K -14 Closed
42 43 44 45
46