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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
+$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 %
RCA
1051
Ranch Capital Advisors
Florida
– -$220K -1,459 Closed
DT
1052
Diversified Trust
Tennessee
– -$212K -1,411 Closed
VPIM
1053
Vanguard Personalized Indexing Management
California
– -$211K -1,400 Closed
ACA
1054
Anchor Capital Advisors
Massachusetts
– -$208K -1,385 Closed
IAIM
1055
International Assets Investment Management
Florida
– -$148K -986 Closed
GI
1056
Gradient Investments
Minnesota
– -$136K -905 Closed
OWA
1057
Opal Wealth Advisors
New York
– -$95.4K -634 Closed
TSWM
1058
Tyler-Stone Wealth Management
Ohio
– -$65K -432 Closed
Simplex Trading
1059
Simplex Trading
Illinois
– -$22K -149 Closed
CBT
1060
Central Bank & Trust
Kentucky
– -$7.97K -53 Closed
CAS
1061
Coppell Advisory Solutions
Texas
– -$7.82K -52 Closed
PCA
1062
Providence Capital Advisors
North Carolina
– -$6.77K -45 Closed
WIA
1063
Wetzel Investment Advisors
Indiana
– -$3.43K -22 Closed
GJWM
1064
Gilliland Jeter Wealth Management
Arkansas
– -$3.01K -20 Closed
CC
1065
Cypress Capital
Tennessee
– -$2.26K -15 Closed
CT
1066
Clearstead Trust
Maine
– -$2.11K -14 Closed
IRC
1067
Investors Research Corp
Georgia
– -$1.5K -10 Closed
TWP
1068
Triad Wealth Partners
Kansas
– -$301 -2 Closed
39 40 41 42
43