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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 %
KSB
976
Kennebec Savings Bank
Maine
$11.2K +$11.2K +67 New
TAM
977
Tucker Asset Management
Colorado
$10.7K +$503 +3 +5%
HWA
978
HHM Wealth Advisors
Tennessee
$10.6K – – –
YAL
979
Your Advocates Ltd
Texas
$9.73K – – –
MG
980
MilWealth Group
Wisconsin
$9.69K – – –
IF
981
Integrity Financial
Wyoming
$8.38K – – –
CSC
982
Caldwell Sutter Capital
California
$8.22K – – –
HT
983
Headlands Technologies
Illinois
$8.22K +$7.88K +47 +2,350%
TVWM
984
Tower View Wealth Management
Wisconsin
$7.89K – – –
MFT
985
Moisand Fitzgerald Tamayo
Florida
$7.55K – – –
AIP
986
Ameritas Investment Partners
Nebraska
$7.55K – – –
CWA
987
Carolina Wealth Advisors
South Carolina
$7.21K – – –
CA
988
Claris Advisors
Missouri
$6.71K +$6.71K +40 New
RI
989
Ridgewood Investments
New Jersey
$6.2K – – –
TFM
990
TFC Financial Management
Massachusetts
$6.15K +$166 +1 +3%
PBK
991
Peoples Bank (Kansas)
Kansas
$5.87K – – –
TAM
992
Townsend Asset Management
North Carolina
$5.87K – – –
DFA
993
DHJJ Financial Advisors
Illinois
$5.53K – – –
DF
994
Dunhill Financial
United Kingdom
$5.53K – – –
RPCA
995
Running Point Capital Advisors
California
$5.03K +$5.03K +30 New
RWM
996
Ruedi Wealth Management
Illinois
$4.99K – – –
PFG
997
Peterson Financial Group
Iowa
$4.04K +$4.04K +24 New
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.03K – – –
BWP
999
Baldwin Wealth Partners
Massachusetts
$3.69K -$8.55K -51 -70%
FFC
1000
First Financial Corp
Indiana
$3.52K -$5.53K -33 -61%
38 39
40
41 42