VOE icon

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 %
QCM
576
Quantinno Capital Management
New York
$573K +$345K +2,060 +152%
S
577
SignatureFD
Georgia
$572K +$2.18K +13 +0.4%
AMM
578
American Money Management
California
$569K +$3.35K +20 +0.6%
PI
579
PFG Investments
New York
$565K -$385K -2,295 -41%
PCS
580
Private Client Services
Kentucky
$564K +$1.68K +10 +0.3%
OWA
581
Octavia Wealth Advisors
Ohio
$562K -$140K -837 -20%
PIA
582
Pinion Investment Advisors
Kansas
$559K +$4.36K +26 +0.8%
CC
583
Courier Capital
New York
$558K -$47K -280 -8%
BBA
584
BLB&B Advisors
Pennsylvania
$557K +$21.3K +127 +4%
JCM
585
Jacobi Capital Management
Pennsylvania
$557K -$136K -814 -20%
AWM
586
Aviso Wealth Management
Washington
$556K – – –
FMWA
587
Forvis Mazars Wealth Advisors
Missouri
$554K +$24K +143 +5%
NB
588
NBT Bank
New York
$553K -$136K -814 -20%
FC
589
Fairscale Capital
New Hampshire
$551K -$5.53K -33 -1%
CWM
590
Congress Wealth Management
Massachusetts
$544K +$544K +3,242 New
PWM
591
Paulson Wealth Management
Illinois
$539K -$225K -1,339 -29%
PFBT
592
Parkside Financial Bank & Trust
Missouri
$538K +$332K +1,979 +161%
Koshinski Asset Management
593
Koshinski Asset Management
Illinois
$538K +$2.18K +13 +0.4%
CF
594
Centaurus Financial
California
$537K -$7.71K -46 -1%
PSB
595
Passumpsic Savings Bank
Vermont
$537K +$52.1K +311 +11%
FFG
596
Fiduciary Financial Group
California
$536K -$94.4K -570 -15%
QCM
597
QRG Capital Management
Illinois
$533K +$248K +1,480 +87%
CHJWM
598
Carlton Hofferkamp & Jenks Wealth Management
Texas
$532K – – –
HIS
599
Horizon Investment Services
Indiana
$528K +$25K +149 +5%
CIAS
600
Capital Investment Advisory Services
North Carolina
$527K -$38.9K -232 -7%
22 23
24
25 26