VOE icon

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 %
KAS
301
KPP Advisory Services
Kentucky
$2.52M -$8.66M -51,664 -77%
WTA
302
Washington Trust Advisors
Massachusetts
$2.51M -$4.53K -27 -0.2%
EF
303
Empirical Finance
Pennsylvania
$2.47M – – –
SWA
304
Stratos Wealth Advisors
Ohio
$2.46M +$23.6K +141 +1%
OIA
305
OneDigital Investment Advisors
Kansas
$2.46M +$30.9K +184 +1%
BJL
306
Brighton Jones LLC
Washington
$2.44M -$827K -4,934 -25%
SB
307
Simmons Bank
Arkansas
$2.44M -$83.3K -497 -3%
GC
308
Grimes & Company
Massachusetts
$2.42M +$21.6K +129 +0.9%
1WA
309
180 Wealth Advisors
Washington
$2.4M -$9.73K -58 -0.4%
AIA
310
AIMZ Investment Advisors
California
$2.36M -$75.3K -449 -3%
CFAM
311
Center For Asset Management
Florida
$2.34M +$70.1K +418 +3%
SAG
312
SageView Advisory Group
California
$2.34M -$97.1K -579 -4%
JWCA
313
J.W. Cole Advisors
Florida
$2.33M +$120K +716 +5%
GAI
314
General American Investors
New York
$2.3M +$453K +2,700 +25%
E
315
ETFidea
New York
$2.27M +$102K +608 +5%
AAS
316
Ameritas Advisory Services
Nebraska
$2.24M +$185K +1,105 +9%
WRPWM
317
Werba Rubin Papier Wealth Management
California
$2.24M -$7.21K -43 -0.3%
IFA
318
Index Fund Advisors
California
$2.23M +$129K +767 +6%
PCIA
319
Prime Capital Investment Advisors
Kansas
$2.22M +$28.7K +171 +1%
KWM
320
Kingsview Wealth Management
Oregon
$2.2M +$194K +1,159 +10%
CS
321
Capital Square
Tennessee
$2.19M -$344K -2,051 -14%
WA
322
Wealth Alliance
New York
$2.18M +$81K +483 +4%
WJA
323
Willis Johnson & Associates
Texas
$2.14M -$45.8K -273 -2%
ANTB
324
AMG National Trust Bank
Colorado
$2.1M -$14.8K -88 -0.7%
WA
325
Wambolt & Associates
Colorado
$2.1M +$97.3K +582 +5%
11 12
13
14 15