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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 %
PA
651
PFG Advisors
Arizona
$428K +$3.52K +21 +0.8%
LTL
652
Lowery Thomas LLC
California
$421K +$4.36K +26 +1%
EBA
653
Eagle Bay Advisors
New York
$420K – – –
DAS
654
Dynamic Advisor Solutions
Arizona
$417K -$44.1K -263 -10%
EPM
655
Elm Partners Management
Pennsylvania
$416K – – –
FPCG
656
Forum Private Client Group
Indiana
$416K -$3.52K -21 -0.8%
BFA
657
Beaumont Financial Advisors
Massachusetts
$414K – – –
EAM
658
Evanson Asset Management
California
$413K +$2.68K +16 +0.7%
AFG
659
Altiora Financial Group
Ohio
$406K – – –
TWP
660
Tyche Wealth Partners
Texas
$406K – – –
LSPW
661
Lake Street Private Wealth
Illinois
$404K +$335 +2 +0.1%
AFP
662
Ausdal Financial Partners
Iowa
$404K -$261K -1,556 -39%
FB
663
Fulton Bank
Pennsylvania
$402K – – –
SCG
664
Sonata Capital Group
Washington
$402K – – –
BFA
665
Beacon Financial Advisory
Ohio
$402K -$10.4K -62 -3%
MFG
666
Mosaic Financial Group
Illinois
$399K – – –
GIM
667
Goelzer Investment Management
Indiana
$399K +$2.85K +17 +0.7%
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$398K +$4.19K +25 +1%
D.E. Shaw & Co
669
D.E. Shaw & Co
New York
$398K -$1.97M -11,722 -83%
BFG
670
Beacon Financial Group
Texas
$397K – – –
HSBC Holdings
671
HSBC Holdings
United Kingdom
$396K -$431K -2,569 -52%
AWA
672
Arkadios Wealth Advisors
Georgia
$396K -$1.51K -9 -0.4%
FLPIM
673
F.L. Putnam Investment Management
Massachusetts
$393K +$335 +2 +0.1%
WWP
674
WR Wealth Planners
Missouri
$392K -$20.8K -124 -5%
HI
675
Horizon Investments
North Carolina
$389K +$88.4K +527 +29%
25 26
27
28 29