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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 %
BWM
151
Brickley Wealth Management
California
$7.87M -$44.8K -267 -0.6%
GB
152
Goepper Burkhardt
South Carolina
$7.85M -$613K -3,657 -7%
KBFS
153
Kohmann Bosshard Financial Services
Ohio
$7.75M -$137K -817 -2%
ONB
154
Old National Bancorp
Indiana
$7.61M +$668K +3,982 +10%
Corient Private Wealth
155
Corient Private Wealth
Florida
$7.58M +$416K +2,479 +6%
FCI
156
Financial Counselors Inc
Kansas
$7.49M +$153K +914 +2%
RA
157
Ruggaard & Associates
Ohio
$7.41M +$225K +1,344 +3%
APP
158
Avantax Planning Partners
Iowa
$7.4M -$5.19M -30,928 -41%
AF
159
Allworth Financial
California
$7.36M -$578K -3,447 -7%
FPIS
160
Financial Planning & Information Services
Wisconsin
$7.35M +$240K +1,430 +3%
SWIM
161
Smallwood Wealth Investment Management
New Jersey
$7.29M +$207K +1,237 +3%
AOWM
162
Alpha Omega Wealth Management
Virginia
$7.25M +$9.73K +58 +0.1%
PBF
163
Petix & Botte Financial
California
$7.18M +$386K +2,303 +6%
PAI
164
Pittenger & Anderson Inc
Nebraska
$7.13M – – –
CWM
165
Cranbrook Wealth Management
Michigan
$7.1M -$122K -728 -2%
CSWM
166
Cassady Schiller Wealth Management
Ohio
$7.08M +$325K +1,939 +5%
SWA
167
SOA Wealth Advisors
New York
$6.94M +$11.2K +67 +0.2%
LA
168
LPF Advisors
Florida
$6.77M +$164K +976 +2%
ASN
169
Advisory Services Network
Georgia
$6.75M – – –
BSB
170
Bangor Savings Bank
Maine
$6.67M -$232K -1,383 -3%
FHA
171
First Horizon Advisors
Tennessee
$6.57M -$5.2K -31 -0.1%
RIA
172
Regal Investment Advisors
Michigan
$6.56M -$97.4K -581 -1%
KPWS
173
Kestra Private Wealth Services
Texas
$6.47M +$254K +1,513 +4%
UB
174
UMB Bank
Missouri
$6.38M -$792K -4,726 -11%
MFWP
175
Mosaic Family Wealth Partners
Missouri
$6.37M +$7.88K +47 +0.1%
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