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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 %
Empower Advisory Group
476
Empower Advisory Group
Colorado
$908K -$9.73K -58 -1%
LWL
477
Leo Wealth LLC
Texas
$906K +$368K +2,194 +68%
FA
478
FC Advisory
Pennsylvania
$905K +$68.7K +410 +8%
KA
479
Kovack Advisors
Florida
$900K -$671 -4 -0.1%
GIA
480
GHP Investment Advisors
Colorado
$898K -$27.5K -164 -3%
CA
481
Clearstead Advisors
Ohio
$892K +$4.36K +26 +0.5%
CCB
482
Country Club Bank
Missouri
$890K – – –
AWA
483
Aaron Wealth Advisors
Illinois
$888K – – –
AA
484
Ancora Advisors
Ohio
$885K +$168 +1 +0%
LG
485
LAM Group
Oregon
$884K – – –
CFG
486
Citizens Financial Group
Rhode Island
$884K +$12.7K +76 +1%
C
487
CEDRUS
Colorado
$884K +$12.9K +77 +1%
OPS
488
Orion Portfolio Solutions
Nebraska
$879K +$179K +1,069 +26%
BCI
489
Brinker Capital Investments
Pennsylvania
$879K +$179K +1,069 +26%
BCA
490
Bay Colony Advisors
Massachusetts
$877K +$47.3K +282 +6%
RFS
491
Retirement Financial Solutions
Tennessee
$873K +$9.22K +55 +1%
HIP
492
HUB Investment Partners
Texas
$867K +$9.56K +57 +1%
CW
493
CreativeOne Wealth
Kansas
$866K +$315K +1,877 +57%
EFS
494
Essex Financial Services
Connecticut
$863K -$102K -608 -11%
BRWA
495
B. Riley Wealth Advisors
Florida
$858K -$187K -1,123 -18%
FHA
496
Flagship Harbor Advisors
Massachusetts
$844K +$844K +5,036 New
JWA
497
JFS Wealth Advisors
Pennsylvania
$840K -$2.85K -17 -0.3%
NSIM
498
North Star Investment Management
Illinois
$840K -$65.9K -393 -7%
MWM
499
Modern Wealth Management
Kansas
$838K +$17.8K +106 +2%
SFP
500
Strategic Financial Partners
Oregon
$819K +$16.1K +96 +2%
18 19
20
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