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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 %
AFTS
276
American Financial & Tax Strategies
New York
$3.06M -$32.4K -193 -1%
WP
277
WealthShield Partners
North Carolina
$3.04M +$89.7K +535 +3%
IAS
278
Insigneo Advisory Services
Florida
$3.04M -$9.39K -56 -0.3%
VWM
279
Valley Wealth Managers
New Jersey
$3.04M -$95.7K -571 -3%
PCG
280
Prosperity Consulting Group
Maryland
$3.02M +$3.02M +18,038 New
SCA
281
Stillwater Capital Advisors
Pennsylvania
$3.02M +$34.7K +207 +1%
SVWAG
282
Sound View Wealth Advisors Group
Georgia
$3.01M +$1.22M +7,247 +68%
TW
283
TritonPoint Wealth
Maryland
$3M -$120K -719 -4%
WPC
284
Wedmont Private Capital
Pennsylvania
$2.99M -$55.1K -333 -2%
OC
285
Oppenheimer & Co
New York
$2.89M +$1.02M +6,066 +54%
HSA
286
HBK Sorce Advisory
Pennsylvania
$2.85M -$14.9K -89 -0.5%
WWM
287
Whalen Wealth Management
Nevada
$2.84M +$2.84M +16,954 New
PFG
288
Pinnacle Financial Group
Illinois
$2.82M +$16.3K +97 +0.6%
CCA
289
Checchi Capital Advisers
California
$2.8M -$1.01K -6 -0%
SF
290
Safeguard Financial
Wisconsin
$2.8M -$220K -1,312 -7%
VNA
291
Valley National Advisers
Pennsylvania
$2.76M -$1.38M -8,223 -33%
CW
292
Cooksen Wealth
Texas
$2.76M -$277K -1,653 -9%
CIAS
293
CBIZ Investment Advisory Services
Ohio
$2.69M – – –
BOH
294
Bank of Hawaii
Hawaii
$2.63M +$38.2K +228 +1%
SWM
295
Sagace Wealth Management
Florida
$2.62M +$437K +2,589 +20%
RCM
296
RMR Capital Management
California
$2.62M +$41.3K +246 +2%
CTC
297
Central Trust Company
Missouri
$2.62M -$21K -125 -0.8%
GVAG
298
Great Valley Advisor Group
Delaware
$2.61M +$1.93M +11,537 +285%
SF
299
Synovus Financial
Georgia
$2.61M +$1.29M +7,674 +98%
CFP
300
Cascade Financial Partners
California
$2.59M +$25.2K +150 +1%
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