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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,096 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, 428 increasing their positions, 296 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+71
Holders Change %
+6.93%
% of All Funds
14.59%
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
428
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
+$58.2M
2
EWA
EP Wealth Advisors
California
+$56.5M
3
AssetMark Inc
AssetMark Inc
California
+$44.8M
4
SFA
Sequoia Financial Advisors
Ohio
+$27.3M
5
CJH
Christopher J. Hasenberg
Wisconsin
+$23.8M

Top Sellers

1
MD
Money Design
Japan
-$95.1M
2
LNC
Lincoln National Corp
Pennsylvania
-$44.9M
3
Betterment LLC
Betterment LLC
New York
-$27.8M
4
PLFA
Pacific Life Fund Advisors
California
-$20M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$5.8M +$455K +2,814 +9%
RSWM
177
Robertson Stephens Wealth Management
California
$5.77M -$17.6K -109 -0.3%
HWM
178
HB Wealth Management
Georgia
$5.75M +$871K +5,384 +18%
CI
179
CX Institutional
Indiana
$5.75M -$114K -702 -2%
GVAG
180
Great Valley Advisor Group
Delaware
$5.67M +$3.15M +19,492 +125%
MBI
181
May Barnhard Investments
Maryland
$5.63M +$156K +962 +3%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$5.63M +$3.71M +22,910 +193%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$5.62M +$96.6K +597 +2%
TCMP
184
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.6M +$1.98M +12,262 +55%
ZC
185
Zeit Capital
Colorado
$5.5M +$897K +5,414 +19%
TMWM
186
Taylor & Morgan Wealth Management
Michigan
$5.45M -$535K -3,308 -9%
AIA
187
Ally Invest Advisors
North Carolina
$5.45M +$764K +4,723 +16%
HNB
188
Hilltop National Bank
Wyoming
$5.42M +$384K +2,372 +8%
KWMG
189
King Wealth Management Group
Florida
$5.4M +$83.5K +516 +2%
FWP
190
FAS Wealth Partners
Kansas
$5.4M -$38.5K -238 -0.7%
AWM
191
Accel Wealth Management
Iowa
$5.32M +$187K +1,158 +4%
IWC
192
Integrated Wealth Concepts
Massachusetts
$5.31M +$147K +908 +3%
Brown Advisory
193
Brown Advisory
Maryland
$5.3M +$41.4K +256 +0.8%
SCM
194
SOL Capital Management
Maryland
$5.2M +$29.1K +180 +0.6%
HIA
195
Harbor Investment Advisory
Maryland
$5.17M +$127K +788 +3%
TC
196
Tenret Company
Florida
$5.16M +$29K +179 +0.6%
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$5.14M -$271K -1,677 -5%
PBF
198
Petix & Botte Financial
California
$5.11M -$1.81M -11,192 -26%
HA
199
HFG Advisors
Ohio
$5.11M -$28.1K -174 -0.5%
FTS
200
Fifth Third Securities
Ohio
$5.1M -$52.6K -325 -1%
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