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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 %
RIS
726
Retirement Income Solutions
Michigan
$324K +$324K +1,931 New
LB
727
Legacy Bridge
Iowa
$323K – – –
OAS
728
Optivise Advisory Services
Tennessee
$323K -$206K -1,228 -39%
VBWMG
729
Von Berge Wealth Management Group
California
$321K -$8.39K -49 -3%
LWM
730
LongView Wealth Management
Georgia
$321K – – –
TW
731
Towerpoint Wealth
California
$320K -$2.18K -13 -0.7%
BFO
732
Biltmore Family Office
North Carolina
$318K – – –
WA
733
Wealthstream Advisors
New York
$318K – – –
EC
734
Estate Counselors
Wisconsin
$318K -$6.72M -40,005 -95%
TA
735
Townsend & Associates
Colorado
$317K +$47.9K +285 +18%
MSAM
736
Moloney Securities Asset Management
Missouri
$314K +$21.8K +130 +7%
CL
737
Cabana LLC
Arkansas
$314K -$67.9K -405 -18%
VWM
738
Venturi Wealth Management
Texas
$313K +$209K +1,246 +201%
WWM
739
Western Wealth Management
Colorado
$312K -$50.1K -299 -14%
TFGT
740
TS Financial Group (TSFG)
Illinois
$311K -$3.53K -21 -1%
NDSI
741
Newman Dignan & Sheerar Inc
Rhode Island
$309K -$22.7K -135 -7%
BW
742
BIP Wealth
Georgia
$309K +$37.2K +222 +14%
PWP
743
Perfromance Wealth Partners
Illinois
$307K +$307K +1,831 New
BWM
744
Benchmark Wealth Management
Connecticut
$307K – – –
VP
745
Verum Partners
North Carolina
$306K – – –
OCM
746
One Capital Management
California
$302K -$1.01K -6 -0.3%
CSB
747
City State Bank
Iowa
$300K – – –
SW
748
SkyOak Wealth
Michigan
$299K -$11.2K -67 -4%
CCA
749
Criterion Capital Advisors
Tennessee
$298K – – –
SA
750
Strategic Advisors
New York
$295K – – –
28 29
30
31 32