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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 %
HIA
701
HTG Investment Advisors
Connecticut
$350K – – –
BCG
702
Breakwater Capital Group
New Jersey
$349K +$671 +4 +0.2%
RFS
703
Richardson Financial Services
Massachusetts
$347K – – –
TSS
704
Two Sigma Securities
New York
$347K -$275K -1,639 -44%
BF
705
Brooklyn FI
New York
$346K – – –
DWT
706
Dorsey & Whitney Trust
South Dakota
$345K – – –
EFG
707
Embree Financial Group
Illinois
$344K +$2.85K +17 +0.8%
SIC
708
Salem Investment Counselors
North Carolina
$343K -$33.5K -200 -9%
BBHC
709
Brown Brothers Harriman & Co
New York
$342K -$1.34K -8 -0.4%
BOM
710
Bank of Marin
California
$341K +$28.3K +169 +9%
MCCP
711
Mission Creek Capital Partners
California
$341K +$23.5K +140 +7%
FDCP
712
Foster Dykema Cabot & Partners
Massachusetts
$337K +$337K +2,009 New
WWC
713
Waypoint Wealth Counsel
Georgia
$336K – – –
NWA
714
Navis Wealth Advisors
New York
$335K – – –
IC
715
Iconiq Capital
California
$335K +$3.52K +21 +1%
VA
716
Valmark Advisers
Ohio
$334K +$2.18K +13 +0.7%
AF
717
Amara Financial
California
$332K +$332K +1,981 New
MA
718
MCF Advisors
Kentucky
$330K – – –
HWP
719
Hibernia Wealth Partners
Louisiana
$330K +$330K +1,967 New
ATI
720
ARK & TLK Investments
Oklahoma
$330K – – –
SIG
721
Sargent Investment Group
Maryland
$329K +$100K +596 +44%
IDA
722
Intelligence Driven Advisers
California
$328K +$3.35K +20 +1%
HWA
723
Heritage Wealth Advisors
Virginia
$327K – – –
SG
724
StoneX Group
New York
$327K -$57.5K -343 -15%
WP
725
Wealthspan Partners
Iowa
$326K – – –
27 28
29
30 31