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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 %
FAIM
401
Financial Advocates Investment Management
Washington
$1.31M +$62.7K +374 +5%
MLA
402
My Legacy Advisors
Oregon
$1.3M +$71.4K +426 +6%
CWM
403
Cornerstone Wealth Management
Missouri
$1.29M +$2.18K +13 +0.2%
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$1.29M +$65.1K +388 +5%
1IA
405
1834 Investment Advisors
Wisconsin
$1.29M +$222K +1,325 +21%
PCM
406
Parsons Capital Management
Rhode Island
$1.28M +$32.5K +194 +3%
D
407
Dentgroup
Louisiana
$1.27M -$6.71K -40 -0.5%
EFA
408
Evernest Financial Advisors
Indiana
$1.26M +$1.26M +7,496 New
CAM
409
Cozad Asset Management
Illinois
$1.26M -$166K -992 -12%
IWM
410
IHT Wealth Management
Illinois
$1.24M +$253K +1,509 +26%
MSA
411
Marino Stram & Associates
Massachusetts
$1.23M +$22.1K +132 +2%
RFC
412
Regions Financial Corp
Alabama
$1.22M +$53.8K +321 +5%
TCOV
413
Trust Company of Vermont
Vermont
$1.22M -$2.52K -15 -0.2%
CCFM
414
Clear Creek Financial Management
Washington
$1.22M -$78.3K -467 -6%
RJT
415
Raymond James Trust
Florida
$1.22M +$222K +1,322 +22%
RWP
416
Revolve Wealth Partners
New Jersey
$1.22M +$50.3K +300 +4%
WH
417
Willner & Heller
California
$1.21M -$6.54K -39 -0.5%
MAM
418
MMA Asset Management
Pennsylvania
$1.21M +$1.21M +9,214 New
TFS
419
Thoroughbred Financial Services
Tennessee
$1.2M +$7.21K +43 +0.6%
SWM
420
Schwallier Wealth Management
Michigan
$1.2M +$73.9K +441 +7%
CFO
421
Callan Family Office
Pennsylvania
$1.19M -$29.2K -174 -2%
BWM
422
BKM Wealth Management
Wisconsin
$1.19M +$30.3K +181 +3%
FA
423
FDx Advisors
Illinois
$1.19M -$56K -334 -4%
NPFS
424
Novak & Powell Financial Services
Florida
$1.18M – – –
SFG
425
SNS Financial Group
Minnesota
$1.18M -$222K -1,327 -16%
15 16
17
18 19