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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,024 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, 356 increasing their positions, 342 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+49
Holders Change %
+5.03%
% of All Funds
14.81%
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
356
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
$155M
2
AA
Axiom Advisory
California
$225M
3
BEI
Benjamin Edwards Inc
Missouri
$25M
4
AssetMark Inc
AssetMark Inc
California
$613M
5
MFIM
Mesirow Financial Investment Management
Illinois
$42.8M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$941K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$48.6M
3
Betterment LLC
Betterment LLC
New York
$785M
4
SP
Symmetry Partners
Connecticut
$0
5
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$34.7M +$1.2M +7,148 +4%
KAS
52
Kestra Advisory Services
Texas
$33.9M -$840K -5,010 -2%
CCM
53
Condor Capital Management
New Jersey
$33M -$62.5K -373 -0.2%
KL
54
KWMG LLC
Kansas
$30.9M +$111K +660 +0.4%
SF
55
Summit Financial
New Jersey
$29.3M -$3.39M -20,192 -10%
EWA
56
ERTS Wealth Advisors
Michigan
$28.6M +$153K +912 +0.5%
BFA
57
Bragg Financial Advisors
North Carolina
$28.5M +$290K +1,732 +1%
WF
58
WoodTrust Financial
Wisconsin
$27.9M +$1.08M +6,458 +4%
SWM
59
Shakespeare Wealth Management
Wisconsin
$27.9M +$2M +11,900 +8%
FWP
60
Falcon Wealth Planning
California
$27.4M -$6.59M -39,279 -19%
TWP
61
Total Wealth Planning
Ohio
$26.7M +$405K +2,417 +2%
NA
62
NewEdge Advisors
Louisiana
$26.3M +$764K +4,557 +3%
BIA
63
BHK Investment Advisors
Alabama
$25.9M -$192K -1,144 -0.7%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$25.2M +$4.1M +24,445 +19%
BEI
65
Benjamin Edwards Inc
Missouri
$25M +$24.9M +148,341 +16,265%
RJA
66
Raymond James & Associates
Florida
$24.8M +$2.09M +12,471 +9%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$24.3M -$1.39M -8,262 -5%
BPA
68
Beacon Pointe Advisors
California
$24.1M -$862K -5,143 -3%
PWM
69
Praetorian Wealth Management
California
$22.8M -$252K -1,504 -1%
WSFS
70
Wilmington Savings Fund Society
Delaware
$22.3M +$939K +5,598 +4%
EI
71
Ellevest Inc
New York
$21.4M +$337K +2,007 +2%
William Blair & Company
72
William Blair & Company
Illinois
$21.3M -$201K -1,196 -0.9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$20.8M -$989K -5,912 -5%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$20.4M -$1.41M -8,418 -6%
AA
75
Aire Advisors
California
$20.1M -$318K -1,894 -2%
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