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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 %
SG
176
Sharper & Granite
California
$6.27M +$66.2K +395 +1%
TMWM
177
Taylor & Morgan Wealth Management
Michigan
$6.2M -$61.9K -369 -1%
FMTCOCP
178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.14M -$109K -653 -2%
WAM
179
Weinberger Asset Management
California
$6.12M +$297K +1,772 +5%
CI
180
CX Institutional
Indiana
$6.08M +$1.1M +6,581 +22%
MOS
181
MGO One Seven
Ohio
$6.07M -$51.6K -308 -0.8%
SCP
182
Stevens Capital Partners
Nebraska
$6.05M +$154K +917 +3%
CAM
183
Cresset Asset Management
Illinois
$6.03M +$165K +986 +3%
RSWM
184
Robertson Stephens Wealth Management
California
$6M +$6M +35,777 New
RPSA
185
Richard P. Slaughter Associates
Texas
$5.97M +$2.18M +12,984 +57%
DWM
186
Dakota Wealth Management
Florida
$5.88M -$1.86M -11,070 -24%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$5.72M -$1.95M -11,638 -25%
TA
188
TFB Advisors
Kansas
$5.69M +$62.2K +371 +1%
MBI
189
May Barnhard Investments
Maryland
$5.67M +$813K +4,851 +17%
FWP
190
FAS Wealth Partners
Kansas
$5.64M -$20.3K -121 -0.4%
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$5.6M -$521K -3,110 -9%
AAS
192
Avantax Advisory Services
Texas
$5.54M +$380K +2,268 +7%
KWMG
193
King Wealth Management Group
Florida
$5.51M -$301K -1,796 -5%
TFCP
194
Twin Focus Capital Partners
Massachusetts
$5.51M +$789K +4,707 +17%
Brown Advisory
195
Brown Advisory
Maryland
$5.45M -$28K -167 -0.5%
SCM
196
SOL Capital Management
Maryland
$5.36M -$45.3K -270 -0.8%
SC
197
Swan Capital
Florida
$5.36M -$2.16M -12,889 -29%
IWC
198
Integrated Wealth Concepts
Massachusetts
$5.35M -$351K -2,091 -6%
FTS
199
Fifth Third Securities
Ohio
$5.34M -$148K -885 -3%
HA
200
HFG Advisors
Ohio
$5.32M +$115K +684 +2%
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