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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 %
CMP
1026
Coston McIsaac & Partners
Maine
$5 – – –
SP
1027
Symmetry Partners
Connecticut
– -$26.7M -177,418 Closed
SOWBOCOPL
1028
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
– -$12.3M -81,535 Closed
SW
1029
Simplicity Wealth
New Jersey
– -$8.3M -55,197 Closed
Jane Street
1030
Jane Street
New York
– -$2.7M -17,916 Closed
PP
1031
Prudential plc
United Kingdom
– -$1.3M -8,618 Closed
GS
1032
GTS Securities
New York
– -$1.11M -7,382 Closed
CG
1033
Caprock Group
Idaho
– -$862K -5,695 Closed
Legacy Financial Group (Iowa)
1034
Legacy Financial Group (Iowa)
Iowa
– -$709K -4,711 Closed
TRCT
1035
Tower Research Capital (TRC)
New York
– -$644K -4,281 Closed
Kovitz Investment Group Partners
1036
Kovitz Investment Group Partners
Illinois
– -$620K -4,098 Closed
VF
1037
Virtu Financial
New York
– -$534K -3,548 Closed
MPCL
1038
My Personal CFO LLC
Washington
– -$470K -3,125 Closed
SEP
1039
Southland Equity Partners
Missouri
– -$454K -3,020 Closed
DWM
1040
Diversify Wealth Management
Utah
– -$404K -2,658 Closed
VCM
1041
Virtue Capital Management
Tennessee
– -$410K -2,620 Closed
GSC
1042
Ground Swell Capital
South Carolina
– -$390K -2,592 Closed
ACM
1043
Advisors Capital Management
New Jersey
– -$333K -2,215 Closed
MSWM
1044
McGlone Suttner Wealth Management
Wisconsin
– -$292K -2,014 Closed
Fisher Asset Management
1045
Fisher Asset Management
Washington
– -$273K -1,817 Closed
IA
1046
IFG Advisory
Georgia
– -$249K -1,652 Closed
LC
1047
Lindbrook Capital
California
– -$248K -1,650 Closed
SBIA
1048
Sheaff Brock Investment Advisors
Indiana
– -$239K -1,590 Closed
YIH
1049
Y-Intercept (HK)
Hong Kong
– -$236K -1,568 Closed
AHC
1050
Anderson Hoagland & Co
Missouri
– -$231K -1,542 Closed
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