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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 %
LFS
101
Lutz Financial Services
Nebraska
$12.3M -$83.3K -497 -0.7%
CWAG
102
Compton Wealth Advisory Group
Virginia
$12.2M -$166K -992 -1%
DC
103
Davenport & Co
Virginia
$12.1M +$167K +998 +1%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$12M +$835K +4,947 +7%
DWA
105
Dougherty Wealth Advisers
Minnesota
$11.9M +$740K +4,416 +7%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$11.9M +$1.21M +7,224 +11%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$11.9M +$1.2M +7,152 +11%
CSPAM
108
Cary Street Partners Asset Management
Virginia
$11.8M +$994K +7,936 +9%
AA
109
Advisory Alpha
Michigan
$11.5M +$42.4K +253 +0.4%
GWM
110
Geneos Wealth Management
Colorado
$11.3M -$43.6K -260 -0.4%
SIA
111
Strategic Investment Advisors
Michigan
$11.3M +$528K +3,148 +5%
PP
112
Prosperity Planning
Missouri
$10.8M -$1.35M -8,042 -11%
VWA
113
Visionary Wealth Advisors
Illinois
$10.5M -$315K -1,876 -3%
ES
114
Eagle Strategies
New York
$10.5M -$549K -3,274 -5%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$599K +3,575 +6%
MFG
116
Merit Financial Group
Georgia
$10.4M +$299K +1,783 +3%
WANY
117
Wealthspire Advisors (New York)
New York
$10.4M -$904K -5,392 -8%
BF
118
BOK Financial
Oklahoma
$10.4M -$419K -2,528 -4%
ACA
119
Atlas Capital Advisors
Wyoming
$10.3M -$3.68M -21,936 -26%
LIM
120
Leavell Investment Management
Alabama
$10.3M -$178K -1,063 -2%
JFG
121
JMG Financial Group
Illinois
$10.1M +$120K +715 +1%
CAP
122
Columbia Advisory Partners
Washington
$9.93M -$138K -821 -1%
IHWM
123
Iron Horse Wealth Management
Iowa
$9.92M +$398K +2,375 +4%
SCA
124
Scott Capital Advisors
Oregon
$9.87M -$312K -1,863 -3%
OFP
125
OLIO Financial Planning
Virginia
$9.76M +$16.4K +113 +0.2%
3 4
5
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