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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 %
SCA
126
Scott Capital Advisors
Oregon
$9.55M +$93.7K +583 +1%
Northern Trust
127
Northern Trust
Illinois
$9.32M +$45.3K +280 +0.5%
PP
128
Prosperity Planning
Missouri
$9.23M -$1.19M -7,382 -11%
SA
129
Sanctuary Advisors
Indiana
$9.12M +$80.7K +483 +0.9%
VWA
130
Visionary Wealth Advisors
Illinois
$8.97M -$1.17M -7,217 -12%
HCMT
131
Highland Capital Management (Tennessee)
Tennessee
$8.9M +$187K +1,158 +2%
SFI
132
SPC Financial Inc
Maryland
$8.69M +$27.2K +168 +0.3%
ATPW
133
Ashton Thomas Private Wealth
Arizona
$8.66M -$111K -688 -1%
EWA
134
Exencial Wealth Advisors
Oklahoma
$8.54M -$67.6K -418 -0.8%
RFA
135
RTD Financial Advisors
Pennsylvania
$8.49M +$4.37K +27 +0.1%
Comerica Bank
136
Comerica Bank
Texas
$8.48M -$268K -1,654 -3%
DADC
137
D.A. Davidson & Co
Montana
$8.47M +$185K +1,146 +2%
EWM
138
Empirical Wealth Management
Washington
$8.34M +$708K +4,376 +9%
SWA
139
SOA Wealth Advisors
New York
$8.32M +$1.62M +10,043 +24%
MCM
140
Manchester Capital Management
Vermont
$8.19M +$28.1K +174 +0.3%
TYCC
141
Texas Yale Capital Corp
Florida
$8.12M +$5.34K +33 +0.1%
OWM
142
Opes Wealth Management
California
$8.03M +$59.7K +369 +0.7%
AA
143
Alesco Advisors
New York
$7.87M -$318K -1,964 -4%
FCI
144
Financial Counselors Inc
Kansas
$7.85M +$622K +3,848 +9%
AWM
145
AE Wealth Management
Kansas
$7.79M -$428K -2,643 -5%
AF
146
Allworth Financial
California
$7.58M +$268K +1,612 +4%
BWM
147
Brickley Wealth Management
California
$7.57M -$19.4K -120 -0.3%
RA
148
Ruggaard & Associates
Ohio
$7.27M +$122K +755 +2%
CSWM
149
Cassady Schiller Wealth Management
Ohio
$7.21M +$381K +2,355 +6%
GB
150
Goepper Burkhardt
South Carolina
$7.15M -$425K -2,627 -6%
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6
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