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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

1,024 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, 356 increasing their positions, 342 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+49
Holders Change %
+5.03%
% of All Funds
14.81%
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
356
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
$155M
2
AA
Axiom Advisory
California
$225M
3
BEI
Benjamin Edwards Inc
Missouri
$25M
4
AssetMark Inc
AssetMark Inc
California
$613M
5
MFIM
Mesirow Financial Investment Management
Illinois
$42.8M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$941K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$48.6M
3
Betterment LLC
Betterment LLC
New York
$785M
4
SP
Symmetry Partners
Connecticut
$0
5
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
76
Avion Wealth
Texas
$20.1M +$815K +4,860 +4%
SI
77
Stephens Inc
Arkansas
$20M -$712K -4,246 -3%
WIA
78
World Investment Advisors
California
$18.3M +$17M +101,213 +1,316%
SFG
79
Sage Financial Group
Pennsylvania
$18.1M -$37.4K -223 -0.2%
LNB
80
Ledyard National Bank
$18.1M +$182K +1,088 +1%
AI
81
Arvest Investments
Arkansas
$17.7M -$936K -5,584 -5%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$17.7M -$1.3M -7,761 -7%
CFG
83
Clayton Financial Group
Missouri
$17.5M -$142K -849 -0.8%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$16.9M -$36.9K -220 -0.2%
EK
85
Evensky & Katz
Florida
$16.5M -$129K -767 -0.8%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$16.5M -$161K -961 -1%
PPW
87
Presilium Private Wealth
Pennsylvania
$16.3M -$24.8K -148 -0.2%
AMG
88
Asset Management Group
Connecticut
$16.2M +$7.55K +45 +0%
Prudential Financial
89
Prudential Financial
New Jersey
$16.1M -$457K -2,728 -3%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$15M +$181K +1,083 +1%
QAM
91
Q3 Asset Management
Michigan
$15M +$15M +89,506 New
Natixis Advisors
92
Natixis Advisors
Massachusetts
$15M +$255K +1,519 +2%
SC
93
Sepio Capital
Utah
$15M +$12.7K +76 +0.1%
CA
94
Capital Advantage
California
$14.5M -$487K -2,904 -3%
EDRIA
95
Edmonds Duncan Registered Investment Advisors
Kansas
$14.4M +$819K +4,883 +6%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$14.1M +$979K +5,841 +7%
CPIG
97
Chicago Partners Investment Group
Illinois
$13.8M +$58.3K +347 +0.4%
AFS
98
Annapolis Financial Services
Maryland
$13.7M +$664K +3,961 +5%
PMG
99
ProVise Management Group
Florida
$13.1M -$144K -861 -1%
LI
100
LMCG Investments
Massachusetts
$12.5M +$204K +1,218 +2%
2 3
4
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