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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 %
PIP
926
Peachtree Investment Partners
Florida
$40.6K +$7.37K +44 +22%
NCM
927
Northwest Capital Management
Oregon
$39.7K – – –
EAM
928
Eukles Asset Management
Ohio
$38.7K – – –
EWM
929
EPG Wealth Management
Georgia
$38.1K +$38.1K +227 New
CJ
930
Caitlin John
Michigan
$38K +$172 +1 +0.5%
EW
931
Element Wealth
Mississippi
$37.7K – – –
JHCP
932
Jackson Hole Capital Partners
Oklahoma
$37.6K – – –
MAM
933
Marquette Asset Management
Minnesota
$36.7K – – –
WFA
934
West Financial Advisors
Iowa
$36.6K – – –
GWANC
935
Guardian Wealth Advisors (North Carolina)
North Carolina
$35.7K – – –
PWMG
936
Prestige Wealth Management Group
New Jersey
$35.2K – – –
OP
937
ORG Partners
Indiana
$35.2K +$35.2K +210 New
GWM
938
Guardian Wealth Management
Illinois
$34.7K +$7.21K +43 +26%
WPA
939
West Paces Advisors
Georgia
$33.5K – – –
CP
940
Castleview Partners
Texas
$33K – – –
WBC
941
West Branch Capital
Massachusetts
$32.5K – – –
FGC
942
Financial Gravity Companies
Texas
$32K +$32K +191 New
PCMC
943
Planning Capital Management Corporation
Pennsylvania
$29.2K +$29.2K +174 New
SIS
944
Sound Income Strategies
Florida
$26K +$8.06K +48 +45%
PCMC
945
Private Capital Management (Colorado)
Colorado
$24.6K +$2.35K +14 +11%
AA
946
Addison Advisors
Vermont
$24.5K – – –
WI
947
Wintrust Investments
Illinois
$23K -$210K -1,249 -90%
VCM
948
Versant Capital Management
Arizona
$22.1K – – –
GTAM
949
Global Trust Asset Management
Florida
$21.7K – – –
SWC
950
Spectrum Wealth Counsel
Indiana
$20.8K – – –
36 37
38
39 40