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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
501
Connecticut Wealth Management
Connecticut
$816K -$14.6K -87 -2%
AB
502
Atlas Brown
Kentucky
$804K -$225K -1,341 -22%
GJIA
503
Glass Jacobson Investment Advisors
Maryland
$803K +$35.2K +210 +5%
SWM
504
SeaCrest Wealth Management
New York
$801K +$4.19K +25 +0.5%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$793K – – –
CD
506
Chapin Davis
Maryland
$786K +$21.3K +127 +3%
HP
507
Holistic Planning
Texas
$786K -$24.3K -145 -3%
PB
508
Pinnacle Bancorp
Nebraska
$783K -$14.1K -84 -2%
WI
509
WrapManager Inc
California
$777K -$271K -1,619 -26%
HR
510
Howe & Rusling
New York
$776K +$115K +686 +17%
SIMC
511
Squire Investment Management Company
Utah
$776K +$124K +738 +19%
AWA
512
Arete Wealth Advisors
Illinois
$761K +$43.6K +261 +6%
CPRC
513
Consolidated Portfolio Review Corp
New York
$756K +$15.4K +92 +2%
Tudor Investment Corp
514
Tudor Investment Corp
Connecticut
$756K -$2.56M -15,297 -77%
BFA
515
Buttonwood Financial Advisors
Maryland
$751K +$58K +346 +8%
CHA
516
Carmichael Hill & Associates
Maryland
$750K -$16.6K -99 -2%
NW
517
NewEdge Wealth
Pennsylvania
$745K +$62.9K +375 +9%
CT
518
Colonial Trust
South Carolina
$744K – – –
FNBT
519
FineMark National Bank & Trust
Florida
$738K +$738K +4,403 New
FA
520
Financial Alternatives
California
$738K – – –
NFG
521
Nations Financial Group
Iowa
$735K -$263K -1,570 -26%
BCIM
522
Bishop & Co Investment Management
Pennsylvania
$734K – – –
CFGA
523
Cambridge Financial Group (Arizona)
Arizona
$731K +$83.5K +498 +13%
IA
524
IFP Advisors
Florida
$730K -$68.9K -411 -9%
IA
525
Inspire Advisors
Idaho
$729K -$22.1K -132 -3%
19 20
21
22 23