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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,024 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, 356 increasing their positions, 342 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+49
Holders Change %
+5.03%
% of All Funds
14.81%
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
356
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
$155M
2
AA
Axiom Advisory
California
$225M
3
BEI
Benjamin Edwards Inc
Missouri
$25M
4
AssetMark Inc
AssetMark Inc
California
$613M
5
MFIM
Mesirow Financial Investment Management
Illinois
$42.8M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$941K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$48.6M
3
Betterment LLC
Betterment LLC
New York
$785M
4
SP
Symmetry Partners
Connecticut
$0
5
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
26
SYM Financial Corp
Indiana
$85.3M +$232K +1,381 +0.3%
AWM
27
Avior Wealth Management
Nebraska
$83.3M -$347K -2,069 -0.4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$79.3M +$270K +1,611 +0.3%
Mariner
29
Mariner
Kansas
$73.2M +$2.24M +13,345 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$72.9M -$327K -1,949 -0.4%
US Bancorp
31
US Bancorp
Minnesota
$68.1M -$1.26M -7,535 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$67.8M -$251K -1,496 -0.4%
Truist Financial
33
Truist Financial
North Carolina
$62.6M -$288K -1,715 -0.5%
Creative Planning
34
Creative Planning
Kansas
$61.2M -$146K -868 -0.2%
EH
35
Equitable Holdings
New York
$58.7M +$28K +167 +0%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$57.2M +$1.61M +9,624 +3%
RA
37
Rodgers & Associates
Pennsylvania
$55.7M -$1.51M -9,032 -3%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$48.6M -$44.1M -263,245 -48%
ML
39
McAdam LLC
Pennsylvania
$48M -$1.42M -8,480 -3%
IWA
40
Inspirion Wealth Advisors
Illinois
$46M +$1.05M +6,240 +2%
LNC
41
Lincoln National Corp
Pennsylvania
$44.9M +$605K +3,607 +1%
MFIM
42
Mesirow Financial Investment Management
Illinois
$42.8M +$23.3M +138,920 +119%
PAG
43
Private Advisor Group
New Jersey
$42.5M -$120K -713 -0.3%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$40.3M -$2.05M -12,207 -5%
TC
45
Trust Company
Kansas
$40M -$4.55M -27,115 -10%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$39.8M +$1.28M +7,617 +3%
MAM
47
Marotta Asset Management
Virginia
$39.7M -$265K -1,578 -0.7%
MML Investors Services
48
MML Investors Services
Massachusetts
$37.9M +$1.18M +7,058 +3%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$36.5M -$3.06M -18,257 -8%
KF
50
Krilogy Financial
Missouri
$36.2M -$3.51M -20,934 -9%
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