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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

905 hedge funds and large institutions have $9.84B invested in Vanguard Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 347 increasing their positions, 334 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
14.27%
Holding in Top 10
63
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.53%
% of All Funds
0.99%
New
68
Increased
347
Reduced
334
Closed
57
Calls
$10.4M
Puts
$360K
Net Calls
+$10.1M
Net Calls Change
+$4.25M

Top Buyers

1
PLFA
Pacific Life Fund Advisors
California
$102M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$79.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
4
Betterment LLC
Betterment LLC
New York
$1.45B
5
SGAM
Stephens Group Asset Management
Arkansas
$140M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$122M
2
EWA
EP Wealth Advisors
California
$69.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$30.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.2M
5
Truist Financial
Truist Financial
North Carolina
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
Tacita Capital
Ontario, Canada
$3.57M +$149K +1,075 +4%
IFS
227
Ifrah Financial Services
Arkansas
$3.5M -$4.57K -33 -0.1%
SFM
228
Signet Financial Management
New Jersey
$3.48M -$86.4K -624 -2%
Corient Private Wealth
229
Corient Private Wealth
Florida
$3.48M -$15.6K -113 -0.4%
BCM
230
Becker Capital Management
Oregon
$3.45M – – –
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$3.45M -$808K -5,842 -19%
CAM
232
Cresset Asset Management
Illinois
$3.41M +$2.1M +15,208 +161%
SPIA
233
Steward Partners Investment Advisory
New York
$3.36M -$2.58M -18,647 -43%
HA
234
HFG Advisors
Ohio
$3.36M -$5.4K -39 -0.2%
KPWS
235
Kestra Private Wealth Services
Texas
$3.35M +$98.4K +711 +3%
RC
236
Rovin Capital
Arizona
$3.35M -$6.09K -44 -0.2%
WAM
237
WNY Asset Management
New York
$3.32M -$1.12M -8,111 -25%
CA
238
Cetera Advisors
Colorado
$3.29M +$69.7K +504 +2%
PA
239
Paragon Advisors
Texas
$3.26M +$3.26M +23,592 New
CS
240
Comerica Securities
Michigan
$3.16M -$26K -188 -0.8%
AI
241
Atria Investments
North Carolina
$3.16M -$2.44M -17,601 -44%
ABC
242
Associated Banc-Corp
Wisconsin
$3.09M +$145K +1,048 +5%
WP
243
WealthShield Partners
North Carolina
$3.05M -$43.2K -312 -1%
NFW
244
Noble Family Wealth
Florida
$3.04M -$885K -6,395 -23%
WLIM
245
White Lighthouse Investment Management
Massachusetts
$2.97M -$415 -3 -0%
MCA
246
MSH Capital Advisors
Arizona
$2.96M +$69.5K +502 +2%
FOFP
247
Fee-Only Financial Planning
South Carolina
$2.91M +$2.77K +20 +0.1%
TC
248
TAGStone Capital
North Carolina
$2.91M -$43.3K -313 -1%
BDF
249
Black Diamond Financial
Maryland
$2.88M +$5.26K +38 +0.2%
HSA
250
HBK Sorce Advisory
Pennsylvania
$2.88M +$32.2K +233 +1%
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