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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
$155M
2
AA
Axiom Advisory
California
$225M
3
BEI
Benjamin Edwards Inc
Missouri
$25M
4
AssetMark Inc
AssetMark Inc
California
$613M
5
MFIM
Mesirow Financial Investment Management
Illinois
$42.8M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$941K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$48.6M
3
Betterment LLC
Betterment LLC
New York
$785M
4
SP
Symmetry Partners
Connecticut
$0
5
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$785M -$27.1M -161,506 -3%
Morgan Stanley
2
Morgan Stanley
New York
$768M -$1.12M -6,701 -0.1%
AssetMark Inc
3
AssetMark Inc
California
$613M +$23.7M +141,385 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$534M +$9.29M +55,417 +2%
Bank of America
5
Bank of America
North Carolina
$516M +$603K +3,596 +0.1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$395M +$8.78M +52,475 +2%
Wells Fargo
7
Wells Fargo
California
$316M -$8.15M -48,578 -3%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$297M -$5.05M -30,135 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$263M -$1.06M -6,340 -0.4%
UBS Group
10
UBS Group
Switzerland
$262M +$4.54M +27,075 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$246M +$2.55M +15,212 +1%
AA
12
Axiom Advisory
California
$225M +$27M +169,810 +14%
SGAM
13
Stephens Group Asset Management
Arkansas
$164M +$4.51M +26,889 +3%
LPL Financial
14
LPL Financial
California
$158M +$3.79M +22,627 +2%
EWA
15
EP Wealth Advisors
California
$155M +$32.9M +196,458 +27%
Ameriprise
16
Ameriprise
Minnesota
$152M +$1.35M +8,060 +0.9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$151M +$14.9M +89,019 +11%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$150M -$2.68M -15,998 -2%
MGIA
19
Moneta Group Investment Advisors
Missouri
$128M +$3.7M +22,094 +3%
OWM
20
Orgel Wealth Management
Wisconsin
$111M +$4.12M +24,595 +4%
WA
21
Waverly Advisors
Alabama
$110M -$5.1M -30,442 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$97.6M -$11.7M -69,906 -11%
MD
23
Money Design
Japan
$95.1M +$9.87M +58,838 +12%
Stifel Financial
24
Stifel Financial
Missouri
$91.4M +$789K +4,707 +0.9%
PLFA
25
Pacific Life Fund Advisors
California
$86.2M -$1.44M -8,578 -2%
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