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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 %
HCM
376
Howland Capital Management
Massachusetts
$1.52M – – –
BIM
377
Baldwin Investment Management
Pennsylvania
$1.49M +$503 +3 +0%
GRP
378
Global Retirement Partners
California
$1.49M -$625K -3,727 -30%
Financial Engines Advisors
379
Financial Engines Advisors
California
$1.48M +$45.9K +274 +3%
FAT
380
First American Trust
California
$1.48M +$95.7K +571 +7%
NFC
381
Northeast Financial Consultants
Connecticut
$1.48M – – –
NB
382
Nicolet Bankshares
Wisconsin
$1.46M – – –
IFWM
383
Institute for Wealth Management
Colorado
$1.46M +$267K +1,591 +22%
IAN
384
Integrated Advisors Network
Texas
$1.43M -$53.5K -319 -4%
FTUS
385
Flow Traders U.S.
New York
$1.42M +$1.42M +8,449 New
PIMG
386
Patriot Investment Management Group
Tennessee
$1.41M – – –
ECAM
387
East Coast Asset Management
Massachusetts
$1.4M +$671 +4 +0%
MA
388
MONECO Advisors
Connecticut
$1.39M +$20.3K +121 +1%
SCA
389
Snowden Capital Advisors
New York
$1.39M – – –
FFS
390
Founders Financial Securities
Maryland
$1.38M +$198K +1,178 +17%
MSFS
391
Main Street Financial Solutions
Pennsylvania
$1.38M +$3.86K +23 +0.3%
CIA
392
Choate Investment Advisors
Massachusetts
$1.36M – – –
CWA
393
CJM Wealth Advisers
Virginia
$1.36M -$39.7K -237 -3%
EWM
394
Evergreen Wealth Management
Michigan
$1.35M -$335K -1,997 -20%
JIC
395
Johnson Investment Counsel
Ohio
$1.35M +$1.17K +7 +0.1%
FNBOMD
396
First National Bank of Mount Dora
Florida
$1.34M – – –
OC
397
Oakworth Capital
Alabama
$1.32M – – –
TC
398
TownSquare Capital
Utah
$1.31M -$481K -2,868 -27%
WT
399
Whittier Trust
California
$1.31M -$14.1K -84 -1%
AF
400
Advisornet Financial
Minnesota
$1.31M +$6.54K +39 +0.5%
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16
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