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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 %
Northern Trust
126
Northern Trust
Illinois
$9.61M -$169K -1,006 -2%
PWM
127
Provident Wealth Management
Tennessee
$9.45M +$566K +3,378 +6%
SA
128
Sanctuary Advisors
Indiana
$9.43M +$1.07M +6,135 +13%
CB
129
Commerce Bank
Missouri
$9.32M -$103K -613 -1%
PAS
130
Park Avenue Securities
New York
$9.21M -$413K -2,464 -4%
ATPW
131
Ashton Thomas Private Wealth
Arizona
$9.09M +$848K +5,060 +10%
Comerica Bank
132
Comerica Bank
Texas
$9.07M -$703K -4,193 -7%
MCM
133
MAI Capital Management
Ohio
$9.04M -$264K -1,573 -3%
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$9.03M +$24.5K +146 +0.3%
BFG
135
Bleakley Financial Group
New Jersey
$9M -$257K -1,533 -3%
SFI
136
SPC Financial Inc
Maryland
$8.98M -$44.8K -267 -0.5%
EWA
137
Exencial Wealth Advisors
Oklahoma
$8.93M -$344K -2,051 -4%
RFA
138
RTD Financial Advisors
Pennsylvania
$8.79M -$106K -635 -1%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$8.7M +$2.83M +16,900 +48%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$8.68M +$104K +622 +1%
BMCM
141
Bryn Mawr Capital Management
Pennsylvania
$8.68M +$608K +3,629 +8%
DADC
142
D.A. Davidson & Co
Montana
$8.59M -$55.8K -333 -0.6%
AWM
143
AE Wealth Management
Kansas
$8.52M +$20K +119 +0.2%
AA
144
Alesco Advisors
New York
$8.48M -$145K -864 -2%
MCM
145
Manchester Capital Management
Vermont
$8.45M – – –
TYCC
146
Texas Yale Capital Corp
Florida
$8.41M -$2.68K -16 -0%
WIC
147
Whitegate Investment Counselors
New Hampshire
$8.36M -$114K -677 -1%
OWM
148
Opes Wealth Management
California
$8.26M -$63.9K -381 -0.8%
EWM
149
Empirical Wealth Management
Washington
$7.91M +$2.38M +14,185 +43%
BWM
150
Brophy Wealth Management
New Hampshire
$7.91M +$7.91M +47,156 New
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