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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 %
MF
526
Meridian Financial
Massachusetts
$729K -$24.1K -144 -3%
SCM
527
Spreng Capital Management
Ohio
$728K +$728K +4,340 New
MFS
528
McNamara Financial Services
Massachusetts
$727K -$22.6K -135 -3%
WAM
529
WNY Asset Management
New York
$724K -$12.9K -77 -2%
AWM
530
Axxcess Wealth Management
California
$716K +$340K +2,027 +90%
AWM
531
Aspire Wealth Management
Massachusetts
$708K -$21.3K -127 -3%
Renaissance Technologies
532
Renaissance Technologies
New York
$704K +$369K +2,200 +110%
WF
533
Warner Financial
Maryland
$703K +$9.23K +55 +1%
CP
534
Creekside Partners
California
$701K +$31.5K +188 +5%
DW30
535
Drucker Wealth 3.0
New Jersey
$701K -$17.1K -102 -2%
BB
536
Busey Bank
Illinois
$686K – – –
EFL
537
ERn Financial LLC
Wisconsin
$682K – – –
CWM
538
Calamos Wealth Management
Illinois
$682K – – –
YWS
539
Yarger Wealth Strategies
Ohio
$680K +$7.21K +43 +1%
ODIJL
540
One Day In July LLC
Vermont
$679K – – –
UCFA
541
United Capital Financial Advisors
Texas
$678K – – –
GCM
542
G2 Capital Management
Ohio
$673K – – –
PFP
543
Pinnacle Financial Partners
Tennessee
$665K +$60.9K +363 +10%
KWAG
544
Kiely Wealth Advisory Group
North Carolina
$661K -$894K -5,201 -57%
IAG
545
Investmark Advisory Group
Connecticut
$652K -$3.02K -18 -0.5%
CWM
546
Collaborative Wealth Management
Florida
$651K -$10.1K -60 -2%
UAG
547
United Advisor Group
Ohio
$650K +$650K +3,874 New
TFA
548
TPG Financial Advisors
Oregon
$649K -$14.6K -87 -2%
AA
549
Argent Advisors
Louisiana
$639K – – –
NL
550
NWAM LLC
Washington
$637K +$637K +3,797 New
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