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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 %
MW
551
Marcum Wealth
Ohio
$634K – – –
BW
552
Bison Wealth
Georgia
$631K -$43.1K -257 -6%
AL
553
Aspiriant LLC
California
$630K – – –
NFP
554
Narus Financial Partners
Utah
$630K -$31.7K -189 -5%
EWP
555
Elevation Wealth Partners
California
$621K – – –
FVWA
556
Foster Victor Wealth Advisors
South Carolina
$616K -$69.8K -419 -10%
RIM
557
Rockbridge Investment Management
New York
$614K -$105K -624 -15%
MA
558
MAS Advisors
Florida
$614K -$7.88K -47 -1%
KeyBank National Association
559
KeyBank National Association
Ohio
$612K +$298K +1,778 +95%
FIBT
560
First International Bank & Trust
North Dakota
$610K -$58K -346 -9%
KFI
561
Key Financial Inc
Pennsylvania
$609K -$12.6K -75 -2%
ECM
562
Evergreen Capital Management
Washington
$607K +$671 +4 +0.1%
CMBA
563
C.M. Bidwell & Associates
Hawaii
$606K – – –
MWM
564
MGB Wealth Management
Texas
$601K – – –
CA
565
Continuum Advisory
Idaho
$596K +$80.2K +471 +16%
HAG
566
HF Advisory Group
Maryland
$596K +$122K +726 +26%
SAM
567
Synergy Asset Management
Washington
$593K -$10.1K -60 -2%
ZB
568
Zions Bancorporation
Utah
$593K – – –
LCWP
569
Legacy Capital Wealth Partners
Arkansas
$592K – – –
JPLA
570
Joseph P. Lucia & Associates
New York
$591K +$4.36K +26 +0.7%
CCWM
571
Cassaday & Co Wealth Management
Virginia
$588K -$15.1K -90 -3%
SAM
572
S.A. Mason
Michigan
$584K – – –
SFA
573
Sequoia Financial Advisors
Ohio
$580K -$8.22K -49 -1%
WA
574
WP Advisors
California
$578K +$6.2K +37 +1%
CPG
575
Cornerstone Planning Group
New Jersey
$577K -$9.75M -58,420 -94%
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