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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 %
LFG
851
Larson Financial Group
Missouri
$200K -$27K -161 -12%
LFA
852
Level Financial Advisors
New York
$200K +$200K +1,193 New
HPC
853
HM Payson & Co
Maine
$178K +$169K +1,006 +1,765%
JGIA
854
Jackson Grant Investment Advisers
Connecticut
$177K +$838 +5 +0.5%
BCWM
855
Bartlett & Co Wealth Management
Ohio
$177K – – –
LFA
856
LGT Financial Advisors
Texas
$166K -$156K -927 -48%
FPB
857
First PREMIER Bank
South Dakota
$164K – – –
HFS
858
Horizon Financial Services
North Carolina
$162K – – –
FP
859
Financial Perspectives
Minnesota
$159K +$168 +1 +0.1%
BTI
860
Blue Trust Inc
Georgia
$146K +$14.4K +96 +11%
AAG
861
Armstrong Advisory Group
Massachusetts
$144K +$168 +1 +0.1%
A
862
Allianz
Germany
$141K – – –
SL
863
Salomon & Ludwin
Virginia
$140K – – –
PWMG
864
Private Wealth Management Group
New Jersey
$138K – – –
SAM
865
Smartleaf Asset Management
Massachusetts
$130K – – –
CFB
866
Cullen/Frost Bankers
Texas
$127K +$123K +734 +3,058%
ADL
867
Asset Dedication LLC
California
$124K +$4.53K +27 +4%
CFFP
868
Center for Financial Planning
Michigan
$123K -$168 -1 -0.1%
SMA
869
Sage Mountain Advisors
Georgia
$122K – – –
MPCG
870
Matrix Private Capital Group
New York
$122K +$8.39K +50 +7%
DJSG
871
D.J. St. Germain
Massachusetts
$120K – – –
SSB
872
Sandy Spring Bank
Maryland
$117K – – –
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$117K -$12.6K -75 -10%
TIM
874
Tortoise Investment Management
New York
$111K – – –
HBW
875
Hazlett, Burt & Watson
West Virginia
$110K – – –
33 34
35
36 37