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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 %
AWM
201
Accel Wealth Management
Iowa
$5.32M +$255K +1,519 +5%
TC
202
Tenret Company
Florida
$5.32M +$200K +1,192 +4%
HIA
203
Harbor Investment Advisory
Maryland
$5.23M +$93.6K +558 +2%
HNB
204
Hilltop National Bank
Wyoming
$5.22M +$182K +1,086 +4%
FWM
205
Forza Wealth Management
Florida
$5.17M -$12.7K -76 -0.2%
ABWM
206
Alpine Bank Wealth Management
Colorado
$5.09M +$5.09M +30,335 New
HWM
207
HB Wealth Management
Georgia
$5.06M -$8.55K -51 -0.2%
PFA
208
Pure Financial Advisors
California
$5.02M -$19.1K -114 -0.4%
SWM
209
Spire Wealth Management
Virginia
$4.94M -$1.14M -6,822 -19%
TAM
210
Tocqueville Asset Management
New York
$4.93M -$144K -856 -3%
AWS
211
Atria Wealth Solutions
New York
$4.91M -$982K -5,856 -17%
PCA
212
Prosperity Capital Advisors
Ohio
$4.9M +$871K +5,193 +22%
AIA
213
Ally Invest Advisors
North Carolina
$4.85M +$2.63M +15,674 +118%
ABC
214
Associated Banc-Corp
Wisconsin
$4.76M +$177K +1,058 +4%
EA
215
Echo45 Advisors
California
$4.73M +$191K +1,142 +4%
GWMR
216
GC Wealth Management RIA
Massachusetts
$4.67M -$18.1K -108 -0.4%
ZC
217
Zeit Capital
Colorado
$4.66M -$26.3K -157 -0.6%
SC
218
Savant Capital
Illinois
$4.65M +$907K +5,408 +24%
AAP
219
Arax Advisory Partners
Colorado
$4.63M +$3.36M +20,063 +266%
JFA
220
JNBA Financial Advisors
Minnesota
$4.49M -$436K -2,598 -9%
MWM
221
Maltin Wealth Management
New Jersey
$4.48M +$302K +1,800 +7%
MRC
222
Millburn Ridgefield Corp
New York
$4.46M +$47.3K +282 +1%
TC
223
TAGStone Capital
North Carolina
$4.45M +$144K +858 +3%
GT
224
Glenview Trust
Kentucky
$4.42M +$51.6K +308 +1%
NC
225
NovaPoint Capital
Georgia
$4.39M +$4.39M +26,179 New
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