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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
$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 %
SIA
101
Strategic Investment Advisors
Michigan
$11.9M +$1.02M +6,275 +9%
LFS
102
Lutz Financial Services
Nebraska
$11.8M -$32.4K -200 -0.3%
DC
103
Davenport & Co
Virginia
$11.8M +$165K +1,020 +1%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$11.5M -$54.4K -335 -0.5%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$11.4M -$82.2K -508 -0.7%
AA
106
Advisory Alpha
Michigan
$11.1M -$39.1K -242 -0.4%
GWM
107
Geneos Wealth Management
Colorado
$10.8M -$96.6K -597 -0.9%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$10.7M +$2.33M +14,400 +28%
P
109
&Partners
Tennessee
$10.6M +$7.46M +45,965 +238%
MFG
110
Merit Financial Group
Georgia
$10.4M +$353K +2,181 +4%
ES
111
Eagle Strategies
New York
$10.2M +$135K +832 +1%
ACA
112
Atlas Capital Advisors
Wyoming
$10.1M +$112K +693 +1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$31.7K +196 +0.3%
BF
114
BOK Financial
Oklahoma
$10.1M +$124K +779 +1%
PAS
115
Park Avenue Securities
New York
$10M +$1.14M +7,036 +13%
IHWM
116
Iron Horse Wealth Management
Iowa
$9.81M +$245K +1,512 +3%
PWM
117
Provident Wealth Management
Tennessee
$9.79M +$674K +4,165 +7%
JFG
118
JMG Financial Group
Illinois
$9.75M -$7.77K -48 -0.1%
LIM
119
Leavell Investment Management
Alabama
$9.71M -$183K -1,133 -2%
WANY
120
Wealthspire Advisors (New York)
New York
$9.65M -$351K -2,168 -4%
MCM
121
MAI Capital Management
Ohio
$9.63M +$910K +5,623 +10%
BMCM
122
Bryn Mawr Capital Management
Pennsylvania
$9.63M +$1.26M +7,776 +15%
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$9.61M +$1.23M +7,620 +15%
CB
124
Commerce Bank
Missouri
$9.61M +$619K +3,826 +7%
BFG
125
Bleakley Financial Group
New Jersey
$9.57M +$893K +5,519 +10%
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5
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