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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 %
NC
1001
NewSquare Capital
Pennsylvania
$3.35K – – –
BLC
1002
Brown, Lisle/Cummings
Rhode Island
$3.35K +$3.35K +20 New
TCG
1003
Transcendent Capital Group
Oklahoma
$3.19K – – –
MLA
1004
MB, Levis & Associates
Pennsylvania
$3.11K +$163 +1 +6%
CPBTD
1005
Central Pacific Bank - Trust Division
Hawaii
$3.02K – – –
FAM
1006
Family Asset Management
South Carolina
$3.02K – – –
PP
1007
PFS Partners
New Jersey
$2.72K – – –
MIM
1008
Macroview Investment Management
Maryland
$2.42K – – –
BOC
1009
Bull Oak Capital
California
$2.36K +$2.36K +14 New
SWM
1010
Sugarloaf Wealth Management
Georgia
$2.18K +$2.18K +13 New
WWM
1011
Wolff Wiese Magana
California
$2.01K – – –
PPA
1012
Painted Porch Advisors
California
$2.01K +$2.01K +12 New
PP
1013
PrairieView Partners
Minnesota
$2K +$2K +15 New
AIA
1014
Arcadia Investment Advisors
Idaho
$1.85K – – –
RFA
1015
Register Financial Advisors
Georgia
$1.51K – – –
RP
1016
Rice Partnership
Hawaii
$1.51K +$1.51K +9 New
GCM
1017
Gables Capital Management
Florida
$1.01K – – –
CA
1018
Centerpoint Advisors
Massachusetts
$1K +$1K +3 New
W
1019
WealthCollab
Washington
$671 +$671 +4 New
CA
1020
Crewe Advisors
Utah
$671 +$671 +4 New
MFA
1021
McClarren Financial Advisors
Pennsylvania
$547 +$431 +3,926 +373%
PP
1022
Pacifica Partners
Canada
$503 – – –
TCM
1023
Tradewinds Capital Management
Washington
$336 +$336 +2 New
MBFW
1024
Morton Brown Family Wealth
Pennsylvania
$335 – – –
MFA
1025
Morling Financial Advisors
California
$142 -$284 -2 -67%
39 40
41
42 43