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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 %
HCP
451
Hexagon Capital Partners
Arkansas
$1.02M -$31.9K -190 -3%
WCA
452
Waypoint Capital Advisors
Minnesota
$1.02M – – –
DI
453
DDFG Inc
California
$1.01M -$503 -3 -0%
9WM
454
9258 Wealth Management
Ohio
$1.01M -$55.2K -329 -5%
TPCW
455
TD Private Client Wealth
New York
$1M -$30K -179 -3%
KFP
456
KMG Fiduciary Partners
Ohio
$996K -$50.1K -299 -5%
MFG
457
Magnus Financial Group
New York
$992K +$23.5K +140 +2%
Citadel Advisors
458
Citadel Advisors
Florida
$983K +$494K +2,949 +101%
Franklin Resources
459
Franklin Resources
California
$973K +$18.2K +108 +2%
VCA
460
Verdence Capital Advisors
Maryland
$971K +$98.1K +585 +11%
PA
461
Prossimo Advisors
California
$971K +$30K +179 +3%
MCM
462
MidAtlantic Capital Management
Virginia
$969K +$44.1K +263 +5%
SLT
463
St Louis Trust
Missouri
$963K – – –
TBWA
464
Three Bridge Wealth Advisors
California
$961K +$92.6K +552 +11%
ORC
465
O'Rourke & Company
Massachusetts
$960K +$23.5K +140 +3%
RWM
466
Ritholtz Wealth Management
New York
$959K +$959K +5,718 New
NLP
467
Next Level Private
New York
$956K +$3.69K +22 +0.4%
TNBTD
468
Trustmark National Bank Trust Department
Mississippi
$955K +$92.7K +553 +11%
HNB
469
Huntington National Bank
Ohio
$942K -$739K – –
SFC
470
Strategic Financial Concepts
Texas
$941K -$151M -898,109 -99%
GIA
471
Gladstone Institutional Advisory
Florida
$931K +$66.6K +397 +8%
RWP
472
RWA Wealth Partners
Massachusetts
$925K +$190K +1,134 +26%
CHC
473
City Holding Co
West Virginia
$923K +$5.7K +34 +0.6%
UFA
474
US Financial Advisors
Massachusetts
$916K -$4.19K -25 -0.5%
HWA
475
Heartwood Wealth Advisors
Virginia
$908K -$63.9K -381 -7%
17 18
19
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