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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 %
WE
776
Wealth Effects
Massachusetts
$258K +$3.52K +21 +1%
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$256K +$256K +1,527 New
BFS
778
Bradley Foster & Sargent
Connecticut
$255K – – –
EWM
779
Endowment Wealth Management
Wisconsin
$255K +$8.21K +49 +3%
CWP
780
Concord Wealth Partners
Virginia
$254K +$2.52K +15 +1%
IWM
781
Integris Wealth Management
California
$252K – – –
PP
782
Patten & Patten
Tennessee
$252K +$252K +1,500 New
QWM
783
Quaker Wealth Management
New Jersey
$251K +$251K +1,499 New
WMWM
784
Whitaker-Myers Wealth Managers
Ohio
$250K -$92.6K -552 -27%
SFS
785
Summit Financial Strategies
Ohio
$249K +$14.9K +89 +6%
DW
786
Dodds Wealth
Colorado
$248K – – –
HAS
787
HBW Advisory Services
California
$247K +$247K +1,476 New
TCM
788
TruNorth Capital Management
Michigan
$247K – – –
CCA
789
Clarity Capital Advisors
Florida
$246K +$8.89K +53 +4%
CT
790
Coastline Trust
Rhode Island
$245K +$245K +1,460 New
S
791
Sachetta
Massachusetts
$244K – – –
LWM
792
Lodestone Wealth Management
Washington
$244K -$194K -1,160 -44%
PA
793
Parallel Advisors
California
$241K -$53K -316 -18%
B
794
Bailard
California
$240K – – –
PGA
795
Portland Global Advisors
Maine
$239K – – –
BFPW
796
BOK Financial Private Wealth
Colorado
$238K -$69.2K -413 -23%
GWM
797
GDS Wealth Management
Texas
$236K +$236K +1,409 New
GAM
798
Gemmer Asset Management
California
$236K +$2.01K +12 +0.9%
FFA
799
First Foundation Advisors
California
$235K – – –
FFM
800
Forum Financial Management
Illinois
$235K +$235K +1,400 New
30 31
32
33 34