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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 %
ATC
351
Argent Trust Co
Tennessee
$1.8M -$16.8K -100 -0.9%
BP
352
Ballentine Partners
Massachusetts
$1.8M – – –
PFS
353
Prospera Financial Services
Texas
$1.78M +$210K +1,253 +13%
MG
354
Mather Group
Illinois
$1.78M -$1.68K -10 -0.1%
SFG
355
Sterling Financial Group
California
$1.76M – – –
SCA
356
STALEY CAPITAL ADVISERS
Pennsylvania
$1.72M – – –
MFG
357
MidWestOne Financial Group
Iowa
$1.72M -$181K -1,078 -10%
IA
358
Insight Advisors
Pennsylvania
$1.7M +$671 +4 +0%
FC
359
Forte Capital
New York
$1.66M -$253K -1,506 -13%
SWP
360
Stratos Wealth Partners
Ohio
$1.65M -$453K -2,702 -22%
WFM
361
Wolff Financial Management
Michigan
$1.63M +$1.63M +9,744 New
RA
362
Rockingstone Advisors
Massachusetts
$1.63M – – –
AUB
363
Atlantic Union Bankshares
Virginia
$1.62M – – –
BCM
364
Brookstone Capital Management
Illinois
$1.61M +$243K +1,450 +18%
REMPR
365
Roof Eidam Maycock Peralta (REMP)
California
$1.59M -$221K -1,320 -12%
IC
366
IEQ Capital
California
$1.59M +$1.51K +9 +0.1%
PD
367
Planning Directions
Pennsylvania
$1.58M -$10.2K -61 -0.6%
IAA
368
Ironsides Asset Advisors
North Carolina
$1.58M +$335 +2 +0%
PSF
369
Pacific Sun Financial
California
$1.58M -$62.9K -375 -4%
CPA
370
Cardiff Park Advisors
California
$1.57M +$15.8K +94 +1%
SHFA
371
SC&H Financial Advisors
Maryland
$1.54M -$21.6K -129 -1%
WFAG
372
Wescott Financial Advisory Group
Pennsylvania
$1.53M -$537K -3,205 -26%
MECA
373
Miller Equity Capital Advisors
Texas
$1.53M – – –
WFA
374
Wellspring Financial Advisors
Ohio
$1.52M -$124 -64 -0%
AIM
375
Acropolis Investment Management
Missouri
$1.52M +$56.1K +345 +4%
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