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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 %
PTC
676
Private Trust Company
Ohio
$389K -$30.2K -180 -7%
Russell Investments Group
677
Russell Investments Group
United Kingdom
$388K +$51.6K +308 +15%
STA
678
Smith Thornton Advisors
Alabama
$385K – – –
D
679
Diversified
Delaware
$382K – – –
DE
680
Diversified Enterprises
Delaware
$382K +$382K +2,281 New
ONSWM
681
Old North State Wealth Management
North Carolina
$382K +$81.1K +482 +27%
GFWA
682
Grey Fox Wealth Advisors
Delaware
$380K -$16.9K -101 -4%
SAM
683
Secure Asset Management
Michigan
$378K +$378K +2,254 New
RRA
684
Round Rock Advisors
Connecticut
$378K -$3.35K -20 -0.9%
AIC
685
Archer Investment Corporation
Indiana
$377K -$192K -1,143 -34%
FTDI
686
First Trust Direct Indexing
Massachusetts
$376K +$4.36K +26 +1%
RA
687
RFG Advisory
Alabama
$375K +$4.53K +27 +1%
FIC
688
Family Investment Center
Missouri
$371K +$8.05K +48 +2%
SC
689
Sierra Capital
Florida
$370K -$510K -3,037 -58%
SIC
690
Sterling Investment Counsel
New York
$368K -$838 -5 -0.2%
BIM
691
Bridges Investment Management
Nebraska
$366K -$671 -4 -0.2%
NF
692
Nikulski Financial
Iowa
$364K -$21K -125 -5%
LWP
693
LMG Wealth Partners
Louisiana
$364K +$3.86K +23 +1%
AT
694
American Trust
Kentucky
$362K +$13.4K +80 +4%
DWP
695
Destiny Wealth Partners
Florida
$359K -$2.01K -12 -0.6%
PMFA
696
Plante Moran Financial Advisors
Michigan
$357K – – –
CAMG
697
CWA Asset Management Group
Florida
$356K +$356K +2,125 New
WPP
698
Whalerock Point Partners
Rhode Island
$352K – – –
VF
699
VitalStone Financial
Texas
$351K – – –
BI
700
Beckerman Institutional
New Jersey
$351K +$351K +2,094 New
26 27
28
29 30