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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 %
HDIM
901
Hanson & Doremus Investment Management
Vermont
$69K – – –
NA
902
Nordwand Advisors
Pennsylvania
$65.4K – – –
CWC
903
Carolinas Wealth Consulting
North Carolina
$64.6K – – –
AIM
904
Anchor Investment Management
South Carolina
$61.5K -$335 -2 -0.5%
AWM
905
Abound Wealth Management
Tennessee
$54.7K +$16.1K +96 +42%
KFP
906
Keener Financial Planning
Texas
$52K – – –
OIA
907
Optimum Investment Advisors
Illinois
$50.3K – – –
CAL
908
Capital Analysts LLC
Pennsylvania
$50K +$664 +4 +1%
GM
909
GeoWealth Management
Illinois
$49.8K +$14.1K +84 +39%
AGWCA
910
Annis Gardner Whiting Capital Advisors
Florida
$49.5K -$28.8K -172 -37%
MCA
911
Maryland Capital Advisors
Maryland
$49.5K – – –
NFA
912
Northwest Financial Advisors
Virginia
$49.3K +$49.3K +294 New
NS
913
NBC Securities
Alabama
$49K +$30.1K +183 +159%
AWA
914
Alaska Wealth Advisors
Alaska
$48K – – –
SCA
915
Stuart Chaussee & Associates
California
$47.6K – – –
RWPA
916
Richard W. Paul & Associates
Michigan
$47.5K – – –
SS
917
Sunbelt Securities
Texas
$47K +$167 +1 +0.4%
PCWA
918
Pacific Capital Wealth Advisors
California
$46.9K – – –
FG
919
Fairman Group
Pennsylvania
$45.6K +$839 +5 +2%
WT
920
Washington Trust
Rhode Island
$45.1K – – –
RIL
921
Rothschild Investment LLC
Illinois
$44.6K +$168 +1 +0.4%
NIC
922
Northwest Investment Counselors
Oregon
$43.9K +$43.9K +262 New
SC
923
Stephens Consulting
Michigan
$43.1K – – –
SC
924
SouthState Corp
Florida
$41.9K +$41.9K +250 New
FCMT
925
Founders Capital Management (Texas)
Texas
$41.2K – – –
35 36
37
38 39