VOE icon

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 %
RPGK
751
Retirement Planning Group (Kansas)
Kansas
$293K – – –
AWM
752
Ameliora Wealth Management
Switzerland
$293K – – –
SIA
753
Soltis Investment Advisors
Utah
$285K -$11.1K -66 -4%
CM
754
Cornerstone Management
Georgia
$285K -$4.86K -29 -2%
QWM
755
Quadcap Wealth Management
Texas
$283K +$283K +1,690 New
RFA
756
Resurgent Financial Advisors
Georgia
$279K +$3.52K +21 +1%
KCM
757
Kornitzer Capital Management
Kansas
$279K +$17.8K +106 +7%
SRC
758
Sage Rhino Capital
California
$278K +$33.7K +201 +14%
HGERS
759
Householder Group Estate & Retirement Specialist
Arizona
$277K -$1K -6 -0.4%
VVP
760
Venture Visionary Partners
Ohio
$275K +$3.02K +18 +1%
Allspring Global Investments
761
Allspring Global Investments
North Carolina
$270K -$1.44M -8,579 -84%
SAM
762
Silvercrest Asset Management
New York
$270K -$41.1K -245 -13%
KCM
763
Kennicott Capital Management
California
$268K – – –
FFL
764
Financial Freedom LLC
Ohio
$267K -$10.7K -64 -4%
Fuller & Thaler Asset Management
765
Fuller & Thaler Asset Management
California
$267K +$8.38K +50 +3%
BPFA
766
Barnes Pettey Financial Advisors
Mississippi
$265K +$168 +1 +0.1%
CA
767
CGN Advisors
Kansas
$264K -$2.68K -16 -1%
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$263K – – –
SWRP
769
Summit Wealth & Retirement Planning
California
$263K – – –
CCA
770
Cravens & Co Advisors
Tennessee
$262K – – –
CFD
771
Creative Financial Designs
Indiana
$261K -$1.01K -6 -0.4%
CAM
772
Clark Asset Management
New Hampshire
$260K – – –
WCAMG
773
Woodard & Company Asset Management Group
North Carolina
$260K -$7.38K -44 -3%
4WM
774
49 Wealth Management
Texas
$259K -$168K -1,000 -39%
LSA
775
Lion Street Advisors
Texas
$259K -$28K -167 -10%
29 30
31
32 33