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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 %
CWM
426
Chemistry Wealth Management
New York
$1.17M +$6.37K +38 +0.5%
AQR Capital Management
427
AQR Capital Management
Connecticut
$1.17M +$1.17M +6,992 New
ST
428
Smithfield Trust
Pennsylvania
$1.17M – – –
Lido Advisors
429
Lido Advisors
California
$1.17M -$63.7K -380 -5%
CAL
430
Capital Advisors Ltd
Ohio
$1.16M -$16.4K -98 -1%
IPW
431
Intergy Private Wealth
Colorado
$1.16M +$53.5K +319 +5%
ZF
432
Zhang Financial
Michigan
$1.16M +$6.71K +40 +0.6%
ACP
433
Aveo Capital Partners
Colorado
$1.15M +$125K +746 +12%
BEAM
434
Baker Ellis Asset Management
Washington
$1.12M +$50.3K +300 +5%
NFW
435
Noble Family Wealth
Florida
$1.1M -$386K -2,304 -26%
FFN
436
Focus Financial Network
Minnesota
$1.1M +$406K +2,420 +58%
EF
437
Empowered Funds
Pennsylvania
$1.1M – – –
CFA
438
Cahill Financial Advisors
Minnesota
$1.09M +$33.9K +202 +3%
AIFAIM
439
American Institute for Advanced Investment Management
Arizona
$1.09M -$1.68K -10 -0.2%
JIC
440
Joel Isaacson & Co
New York
$1.09M +$766K +4,567 +233%
TDWM
441
Topel & Distasi Wealth Management
California
$1.08M -$60.9K -363 -5%
WTC
442
WhitTier Trust Company
Nevada
$1.08M – – –
OC
443
Opinicus Capital
Florida
$1.07M -$27.2K -162 -2%
MMPW
444
Mitchell McLeod Pugh & Williams
Alabama
$1.06M +$36.4K +217 +4%
CIBC World Market
445
CIBC World Market
Ontario, Canada
$1.04M -$338K -2,015 -24%
CWM
446
Cadence Wealth Management
Massachusetts
$1.03M -$497K -2,962 -32%
STA
447
Summit Trail Advisors
New York
$1.03M +$29.2K +174 +3%
GPA
448
Guidance Point Advisors
Massachusetts
$1.03M +$10.9K +65 +1%
TI
449
Truepoint Inc
Ohio
$1.02M +$43.6K +260 +4%
FFA
450
Farther Finance Advisors
California
$1.02M +$853K +5,088 +506%
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