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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 %
GBT
326
Grove Bank & Trust
Florida
$2.09M -$386K -2,305 -16%
GFL
327
Granite FO LLC
New Hampshire
$2.09M – – –
SWM
328
SilverOak Wealth Management
Minnesota
$2.06M +$1.01K +6 +0%
MWM
329
Meridian Wealth Management
Kentucky
$2.05M +$2.05M +12,243 New
CANC
330
Culbertson A N & Co
Virginia
$2.04M +$113K +675 +6%
UF
331
Univest Financial
Pennsylvania
$2.04M +$2.04M +12,152 New
SI
332
Seeds Investor
New York
$2.02M +$616K +3,673 +44%
LEFP
333
Leading Edge Financial Planning
Tennessee
$2.02M -$198K -1,179 -9%
BI
334
Berkeley Inc
Idaho
$2M +$974K +5,810 +95%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$1.99M +$96.2K +574 +5%
PFA
336
Pathway Financial Advisors
Vermont
$1.97M – – –
CFSG
337
Clark Financial Services Group
Missouri
$1.95M -$7.88K -47 -0.4%
Vanguard Group
338
Vanguard Group
Pennsylvania
$1.94M +$267K +1,592 +16%
SEIA
339
Signature Estate & Investment Advisors
California
$1.94M -$365K -2,175 -16%
Citigroup
340
Citigroup
New York
$1.93M -$181K -1,080 -9%
MCM
341
Mainstream Capital Management
California
$1.9M +$1.9M +11,304 New
LFAS
342
Level Four Advisory Services
Texas
$1.89M +$760K +4,579 +67%
CAG
343
Csenge Advisory Group
Florida
$1.89M +$78.5K +469 +4%
Wellington Management Group
344
Wellington Management Group
Massachusetts
$1.86M – – –
WDL
345
Well Done LLC
Michigan
$1.86M -$49.5K -295 -3%
Wealthfront Advisers
346
Wealthfront Advisers
California
$1.85M +$123K +731 +7%
BSHC
347
Breed's Hill Capital
Massachusetts
$1.84M – – –
PFM
348
Phillips Financial Management
Indiana
$1.83M -$464K -2,769 -20%
TPA
349
Trivium Point Advisory
Connecticut
$1.82M -$33.4K -195 -2%
WTFG
350
Wells Trecaso Financial Group
Ohio
$1.82M -$7.21K -43 -0.4%
12 13
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