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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,025 hedge funds and large institutions have $10.9B invested in Vanguard Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 357 increasing their positions, 342 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+49
Holders Change %
+5.02%
% of All Funds
14.82%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.84%
New
107
Increased
357
Reduced
342
Closed
43
Calls
$4.73M
Puts
$302K
Net Calls
+$4.43M
Net Calls Change
-$373K

Top Buyers

1
EWA
EP Wealth Advisors
California
+$32.9M
2
AA
Axiom Advisory
California
+$27M
3
BEI
Benjamin Edwards Inc
Missouri
+$24.9M
4
AssetMark Inc
AssetMark Inc
California
+$23.7M
5
MFIM
Mesirow Financial Investment Management
Illinois
+$23.3M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$151M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$44.1M
3
Betterment LLC
Betterment LLC
New York
-$27.1M
4
SP
Symmetry Partners
Connecticut
-$26.7M
5
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$4.34M +$82.9K +494 +2%
EWA
227
EverSource Wealth Advisors
Alabama
$4.34M -$17.8K -106 -0.4%
EA
228
Eclectic Associates
California
$4.31M +$94.2K +562 +2%
FUBT
229
First United Bank & Trust
Maryland
$4.3M +$65.2K +389 +2%
CL
230
Choreo LLC
Illinois
$4.28M +$71.2K +426 +2%
MFG
231
Midwest Financial Group
Kansas
$4.23M -$131K -781 -3%
BCM
232
Becker Capital Management
Oregon
$4.22M +$35.9K +214 +0.9%
BGAI
233
Bruce G. Allen Investments
Colorado
$4.22M -$197K -1,174 -4%
HI
234
Harbour Investments
Wisconsin
$4.2M +$383K +2,286 +10%
AI
235
Atria Investments
North Carolina
$4.17M +$967K +5,770 +30%
LIA
236
LifePlan Investment Advisors
North Carolina
$4.14M -$3.02K -18 -0.1%
CIA
237
Concurrent Investment Advisors
Florida
$4.11M +$422K +2,514 +11%
RC
238
Rovin Capital
Arizona
$4M +$59.4K +354 +2%
BDF
239
Black Diamond Financial
Maryland
$3.98M +$197K +1,173 +5%
PS
240
Principal Securities
Iowa
$3.95M +$155K +926 +4%
Cerity Partners
241
Cerity Partners
New York
$3.93M +$222K +1,323 +6%
TC
242
Tacita Capital
Ontario, Canada
$3.92M +$37.7K +225 +1%
PWM
243
Perigon Wealth Management
California
$3.87M -$2.61M -15,588 -40%
AG
244
Ascent Group
Virginia
$3.86M -$323K -1,924 -8%
IFS
245
Ifrah Financial Services
Arkansas
$3.85M -$24.1K -144 -0.6%
FOFP
246
Fee-Only Financial Planning
South Carolina
$3.83M +$33.9K +202 +0.9%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$3.81M +$353K +2,108 +10%
CFO
248
Collective Family Office
Pennsylvania
$3.77M +$813K +4,847 +27%
HFRG
249
Houlihan Financial Resource Group
Virginia
$3.77M +$3.77M +22,489 New
TCMP
250
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.74M -$235K -1,403 -6%
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