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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 %
CCM
626
Coldstream Capital Management
Washington
$469K +$1.51K +9 +0.3%
HB
627
Horizon Bancorp
Indiana
$466K -$10.9K -65 -2%
IFPL
628
Investments & Financial Planning LLC
Kentucky
$466K -$80.2K -478 -15%
RCAG
629
Rehmann Capital Advisory Group
Michigan
$464K -$10.2K -61 -2%
IF
630
Ironwood Financial
Arizona
$463K +$463K +2,762 New
USCWA
631
U.S. Capital Wealth Advisors
Texas
$462K +$10.9K +65 +2%
NWAG
632
Net Worth Advisory Group
Utah
$461K +$461K +2,752 New
CIA
633
Compass Ion Advisors
Pennsylvania
$461K +$71.4K +426 +18%
TW
634
Traveka Wealth
California
$452K -$48K -286 -10%
PL
635
Plancorp LLC
Missouri
$452K -$15.4K -92 -3%
ESB
636
Essex Savings Bank
Connecticut
$452K +$452K +2,693 New
GWA
637
GGM Wealth Advisors
Maryland
$451K – – –
VPP
638
Vertex Planning Partners
Illinois
$449K – – –
NP
639
NorthRock Partners
Minnesota
$448K -$1.51K -9 -0.3%
TCWA
640
Turtle Creek Wealth Advisors
Texas
$443K -$24.8K -148 -5%
NB
641
Northwest Bancshares
Pennsylvania
$439K -$13.1K -78 -3%
FWI
642
Facet Wealth Inc
Maryland
$438K -$38.8K -235 -8%
MWM
643
MorganRosel Wealth Management
Colorado
$437K – – –
WLPWM
644
Walled Lake Planning & Wealth Management
Illinois
$434K -$335 -2 -0.1%
KWA
645
Kingswood Wealth Advisors
California
$432K +$432K +2,577 New
MWM
646
Mission Wealth Management
California
$431K +$13.6K +81 +3%
OA
647
Oxbow Advisors
Texas
$431K -$1.01K -6 -0.2%
FIA
648
Foundations Investment Advisors
Arizona
$430K -$33.7K -201 -7%
QCIG
649
Quad-Cities Investment Group
Iowa
$429K -$6.71K -40 -2%
FWM
650
FSA Wealth Management
Massachusetts
$428K +$428K +2,555 New
24 25
26
27 28