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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 %
BBPWM
951
Blue Bell Private Wealth Management
Pennsylvania
$20.6K – – –
APC
952
Aspire Private Capital
North Carolina
$20.3K – – –
TCPW
953
Twin City Private Wealth
North Carolina
$18.9K +$18.9K +113 New
ME
954
McIlrath & Eck
Washington
$18.3K -$2.35K -14 -11%
Kayne Anderson Rudnick Investment Management
955
Kayne Anderson Rudnick Investment Management
California
$18.2K – – –
GWSA
956
Global Wealth Strategies & Associates
Colorado
$17.9K – – –
MIM
957
MTM Investment Management
South Carolina
$17.9K – – –
BIM
958
Breakwater Investment Management
Washington
$17.6K +$15.1K +90 +600%
FCT
959
First Community Trust
Iowa
$17.4K – – –
CWM
960
CarsonAllaria Wealth Management
Illinois
$17.3K +$17.3K +103 New
FRA
961
Front Row Advisors
California
$16.8K – – –
FFWM
962
Future Financial Wealth Management
Ohio
$16.8K +$16.8K +100 New
PA
963
Pineridge Advisors
Missouri
$16.7K +$167 +1 +1%
WIM
964
Westside Investment Management
California
$16.6K – – –
BlackRock
965
BlackRock
New York
$16.6K – – –
MSG
966
Main Street Group
Virginia
$16.1K – – –
M
967
MOTCO
Texas
$16.1K – – –
AFG
968
Albion Financial Group
Utah
$15.9K – – –
JIP
969
Jaffetilchin Investment Partners
Florida
$15.8K +$15.8K +94 New
NRG
970
Nemes Rush Group
Michigan
$14.3K +$14.3K +92 New
RCM
971
Raleigh Capital Management
North Carolina
$13.6K – – –
PP
972
Pingora Partners
Wyoming
$13.1K – – –
AEPWM
973
Atlantic Edge Private Wealth Management
Florida
$12.2K – – –
PFSC
974
Peoples Financial Services Corp
Pennsylvania
$11.6K – – –
CTB
975
Country Trust Bank
Illinois
$11.4K – – –
37 38
39
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