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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 %
MSF
251
Mustard Seed Financial
Arkansas
$3.67M +$59.9K +357 +2%
Goldman Sachs
252
Goldman Sachs
New York
$3.66M -$3.42M -20,391 -48%
MMA
253
Miracle Mile Advisors
California
$3.65M -$38.9K -232 -1%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$3.64M -$1.55M -9,247 -30%
JFG
255
Jefferies Financial Group
New York
$3.63M -$176K -1,048 -5%
FCA
256
FinTrust Capital Advisors
South Carolina
$3.57M -$62K -370 -2%
EFG
257
Everhart Financial Group
Ohio
$3.56M -$46.3K -276 -1%
CHAM
258
Clear Harbor Asset Management
Connecticut
$3.54M +$134K +800 +4%
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$112K +670 +3%
LL
260
LPWM LLC
Minnesota
$3.51M -$53.7K -324 -2%
SHF
261
Stage Harbor Financial
Massachusetts
$3.43M -$6.03K -36 -0.2%
ACA
262
Aptus Capital Advisors
Alabama
$3.42M -$858K -5,117 -20%
MCA
263
MSH Capital Advisors
Arizona
$3.32M +$62K +370 +2%
ICMM
264
Integrated Capital Management (Michigan)
Michigan
$3.3M +$3.3M +19,687 New
SFP
265
Sterling Financial Planning
New Jersey
$3.29M +$5.2K +31 +0.2%
IWA
266
IVC Wealth Advisors
Pennsylvania
$3.29M -$15.9K -95 -0.5%
SFO
267
Stokes Family Office
Louisiana
$3.28M -$245K -1,462 -7%
P
268
&Partners
Tennessee
$3.25M +$1.26M +7,517 +64%
SFM
269
Signet Financial Management
New Jersey
$3.24M -$116K -694 -3%
SPIA
270
Steward Partners Investment Advisory
New York
$3.22M +$82.2K +490 +3%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$3.17M -$94.4K -563 -3%
CFGS
272
Concourse Financial Group Securities
Alabama
$3.17M +$29.3K +175 +0.9%
SPC
273
Sigma Planning Corp
Michigan
$3.16M -$45.4K -271 -1%
FGG
274
Financial Guidance Group
Florida
$3.11M -$829K -4,942 -21%
VCP
275
Verus Capital Partners
Arizona
$3.08M -$875K -5,220 -22%
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