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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 %
PFA
201
Pure Financial Advisors
California
$5.09M +$245K +1,516 +5%
FWM
202
Forza Wealth Management
Florida
$5.08M +$94.6K +585 +2%
EA
203
Echo45 Advisors
California
$5.05M +$471K +2,902 +10%
HI
204
Harbour Investments
Wisconsin
$5.05M +$999K +6,178 +25%
GT
205
Glenview Trust
Kentucky
$5M +$731K +4,520 +17%
CAM
206
Cresset Asset Management
Illinois
$4.89M -$930K -5,748 -16%
DWM
207
Dakota Wealth Management
Florida
$4.84M -$832K -5,146 -15%
ABC
208
Associated Banc-Corp
Wisconsin
$4.81M +$221K +1,367 +5%
SWM
209
Spire Wealth Management
Virginia
$4.78M +$6.31K +39 +0.1%
NC
210
NovaPoint Capital
Georgia
$4.75M +$514K +3,180 +12%
MWM
211
Maltin Wealth Management
New Jersey
$4.66M +$331K +2,049 +8%
CPA
212
Cathy Pareto & Associates
Florida
$4.6M +$4.6M +28,440 New
GPW
213
Genesis Private Wealth
Virginia
$4.56M +$4.56M +28,175 New
TAM
214
Tocqueville Asset Management
New York
$4.52M -$230K -1,423 -5%
TC
215
TAGStone Capital
North Carolina
$4.43M +$138K +850 +3%
PWM
216
Perigon Wealth Management
California
$4.43M +$607K +3,666 +16%
MA
217
Mutual Advisors
Nebraska
$4.42M +$128K +775 +3%
BF
218
Baring Financial
Washington
$4.4M +$4.4M +27,229 New
GWMR
219
GC Wealth Management RIA
Massachusetts
$4.34M -$168K -1,037 -4%
BGAI
220
Bruce G. Allen Investments
Colorado
$4.32M +$254K +1,568 +6%
MFG
221
Midwest Financial Group
Kansas
$4.32M +$239K +1,480 +6%
FUBT
222
First United Bank & Trust
Maryland
$4.3M +$150K +927 +4%
CIA
223
Concurrent Investment Advisors
Florida
$4.25M +$285K +1,763 +7%
Cerity Partners
224
Cerity Partners
New York
$4.24M +$447K +2,763 +12%
JFA
225
JNBA Financial Advisors
Minnesota
$4.24M -$90.1K -557 -2%
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