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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 %
CRC
826
Curi RMB Capital
Illinois
$221K -$46.9K -280 -18%
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$221K +1,317 New
SDWMA
828
Schneider Downs Wealth Management Advisors
Pennsylvania
$220K +$220K +1,315 New
FCBT
829
First Citizens Bank & Trust
North Carolina
$220K +$220K +1,313 New
RC
830
Roundview Capital
New Jersey
$218K +$218K +1,298 New
MPAM
831
Murphy Pohlad Asset Management
Minnesota
$217K +$217K +1,296 New
PWM
832
PBMares Wealth Management
Virginia
$217K +$217K +1,295 New
EWM
833
Evermay Wealth Management
Virginia
$217K -$261K -1,558 -55%
CA
834
Claro Advisors
Massachusetts
$216K +$216K +1,291 New
CTA
835
Colonial Trust Advisors
South Carolina
$215K – – –
WFA
836
WMG Financial Advisors
Tennessee
$211K +$211K +1,261 New
CGA
837
Crescent Grove Advisors
Illinois
$210K +$210K +1,255 New
NRC
838
New Republic Capital
North Carolina
$209K – – –
HWMO
839
Heritage Wealth Management (Ohio)
Ohio
$208K +$208K +1,241 New
CAC
840
Certified Advisory Corp
Florida
$207K -$135K -803 -39%
CTA
841
Camelot Technology Advisors
California
$207K +$207K +1,232 New
GAM
842
Garrison Asset Management
Arkansas
$206K +$206K +1,227 New
ATC
843
Advantage Trust Company
Kansas
$205K – – –
MAG
844
Mayfair Advisory Group
Alabama
$205K +$205K +1,228 New
CAG
845
Compass Advisory Group
New York
$205K +$205K +1,222 New
FOA
846
Five Oceans Advisors
California
$205K +$205K +1,221 New
SP
847
Stonebrook Private
Michigan
$204K +$204K +1,214 New
CI
848
Ceera Investments
Texas
$203K +$203K +1,210 New
PCFFS
849
Pacific Center for Financial Services
California
$202K +$503 +3 +0.2%
WFA
850
Wells Financial Advisors
Massachusetts
$201K -$2.52K -15 -1%
32 33
34
35 36