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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 %
ITB
601
Idaho Trust Bank
Idaho
$527K – – –
AllianceBernstein
602
AllianceBernstein
Tennessee
$525K +$66.9K +399 +15%
EPP
603
ETF Portfolio Partners
Kansas
$523K -$58.5K -349 -10%
NAS
604
Nicolet Advisory Services
Wisconsin
$520K -$31.7K -191 -6%
FB
605
First Bancorp
Maine
$520K – – –
BHWM
606
Beaird Harris Wealth Management
Texas
$516K +$515K +3,071 +76,775%
WFPG
607
Waller Financial Planning Group
Ohio
$513K -$1.68K -10 -0.3%
SC
608
Scotia Capital
Ontario, Canada
$511K +$511K +3,050 New
SWM
609
Silverlake Wealth Management
Vermont
$500K +$18.9K +113 +4%
AWA
610
Amplius Wealth Advisors
Pennsylvania
$500K -$54.5K -325 -10%
MCCA
611
Mill Creek Capital Advisors
Pennsylvania
$492K – – –
SCM
612
Sterling Capital Management
North Carolina
$492K +$492K +2,932 New
DAS
613
Diversify Advisory Services
Utah
$491K -$15.8K -94 -3%
YWM
614
Yoder Wealth Management
California
$487K – – –
Qube Research & Technologies (QRT)
615
Qube Research & Technologies (QRT)
United Kingdom
$485K +$182K +1,083 +60%
PFA
616
Professional Financial Advisors
Nebraska
$485K +$2.01K +12 +0.4%
MYIA
617
Mount Yale Investment Advisors
Colorado
$482K +$482K +2,873 New
NAMP
618
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$480K – – –
LPAM
619
Lodestar Private Asset Management
California
$479K +$503 +3 +0.1%
MA
620
Montag & Associates
Georgia
$476K – – –
HIC
621
Holderness Investments Company
North Carolina
$476K +$168 +1 +0%
TPW
622
Talon Private Wealth
Florida
$476K +$476K +2,837 New
WB
623
WesBanco Bank
West Virginia
$476K -$13.2K -79 -3%
AWM
624
Apollon Wealth Management
South Carolina
$475K -$74K -441 -13%
KA
625
Klingman & Associates
New York
$474K -$2.68K -16 -0.6%
23 24
25
26 27