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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 %
SFP
801
Shepherd Financial Partners
Massachusetts
$234K +$1.68K +10 +0.7%
CA
802
Crane Advisory
California
$234K – – –
FFA
803
Florida Financial Advisors
Florida
$234K +$234K +1,394 New
TF
804
Theory Financial
Colorado
$233K – – –
Bessemer Group
805
Bessemer Group
New Jersey
$233K – – –
M&T Bank
806
M&T Bank
New York
$233K – – –
SFPM
807
Sensible Financial Planning & Management
Massachusetts
$230K +$230K +1,372 New
MAM
808
Mainsail Asset Management
Alabama
$230K +$230K +1,372 New
GWP
809
Gen-Wealth Partners
Michigan
$230K -$4.01K -24 -2%
AWM
810
Atticus Wealth Management
Florida
$228K -$74.3K -443 -25%
BWL
811
Bogart Wealth LLC
Virginia
$226K -$50K -298 -18%
RSWA
812
Robinson Smith Wealth Advisors
Maine
$226K -$5.87K -35 -3%
GIP
813
Greatmark Investment Partners
Georgia
$226K -$4.19K -25 -2%
PIA
814
Panoramic Investment Advisors
Colorado
$225K +$225K +1,343 New
OA
815
Operose Advisors
Wisconsin
$225K +$65.4K +390 +41%
RAM
816
Redmond Asset Management
Virginia
$225K -$3.35K -20 -1%
MA
817
Marquette Associates
Illinois
$225K – – –
SCI
818
Silver Coast Investments
United States
$224K +$224K +1,335 New
SIMG
819
Sonora Investment Management Group
Arizona
$224K -$3.35K -20 -1%
GHAM
820
Gilman Hill Asset Management
Connecticut
$224K – – –
AAS
821
Asset Allocation Strategies
Michigan
$222K -$2.85K -17 -1%
AAS
822
Annex Advisory Services
Wisconsin
$222K +$222K +1,324 New
PG
823
Proffitt & Goodson
Tennessee
$222K – – –
NEPWA
824
New England Private Wealth Advisors
Massachusetts
$221K +$221K +1,320 New
CSA
825
Cottage Street Advisors
Massachusetts
$221K +$221K +1,318 New
31 32
33
34 35