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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 %
Morgan Stanley
1
Morgan Stanley
New York
$755M +$14.1M +87,451 +2%
Betterment LLC
2
Betterment LLC
New York
$729M -$27.8M -171,573 -4%
AssetMark Inc
3
AssetMark Inc
California
$636M +$44.8M +276,698 +8%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$524M +$5.02M +31 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$517M +$1.54M +9,517 +0.3%
Bank of America
6
Bank of America
North Carolina
$499M +$546K +3,377 +0.1%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$391M +$9.33M +57,651 +2%
Wells Fargo
8
Wells Fargo
California
$364M +$58.2M +359,944 +19%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$279M -$8.09M -49,992 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$253M -$102K -629 -0%
UBS Group
11
UBS Group
Switzerland
$247M -$5.66M -34,964 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$230M -$7.55M -46,664 -3%
EWA
13
EP Wealth Advisors
California
$206M +$56.5M +349,161 +38%
LPL Financial
14
LPL Financial
California
$170M +$17.2M +106,294 +11%
SGAM
15
Stephens Group Asset Management
Arkansas
$159M +$764K +4,724 +0.5%
Ameriprise
16
Ameriprise
Minnesota
$148M +$1.2M +7,427 +0.8%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$147M +$1.6M +9,875 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$145M +$451K +2,786 +0.3%
MGIA
19
Moneta Group Investment Advisors
Missouri
$127M +$3.67M +22,705 +3%
OWM
20
Orgel Wealth Management
Wisconsin
$113M +$5.79M +35,802 +5%
Raymond James Financial
21
Raymond James Financial
Florida
$106M +$106M +652,772 New
WA
22
Waverly Advisors
Alabama
$102M -$3.93M -24,289 -4%
Stifel Financial
23
Stifel Financial
Missouri
$97.3M +$9.08M +56,126 +10%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$94.3M +$155K +957 +0.2%
AWM
25
Avior Wealth Management
Nebraska
$85.7M +$5.37M +33,228 +7%
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