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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

886 hedge funds and large institutions have $9.23B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 352 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-19
Holders Change %
-2.1%
% of All Funds
14.13%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.94%
New
55
Increased
352
Reduced
307
Closed
59
Calls
$8.46M
Puts
$637K
Net Calls
+$7.83M
Net Calls Change
-$2.22M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$91.9M
2
EWA
EP Wealth Advisors
California
$73M
3
Betterment LLC
Betterment LLC
New York
$1.4B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$27.4M
5
SP
Symmetry Partners
Connecticut
$22.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$113M
3
UBS Group
UBS Group
Switzerland
$211M
4
Bank of America
Bank of America
North Carolina
$408M
5
MMA
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
226
Jefferies Financial Group
New York
$3.55M +$1.02M +7,776 +40%
EA
227
Echo45 Advisors
California
$3.49M +$13.1K +100 +0.4%
TC
228
Tacita Capital
Ontario, Canada
$3.41M +$32.7K +250 +1%
FUBT
229
First United Bank & Trust
Maryland
$3.37M -$47.8K -365 -1%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$3.3M +$41.5K +317 +1%
IFS
231
Ifrah Financial Services
Arkansas
$3.29M -$18.9K -144 -0.6%
BCM
232
Becker Capital Management
Oregon
$3.28M +$11K +84 +0.3%
PFO
233
Pathstone Family Office
New Jersey
$3.28M +$971K +7,412 +42%
CAM
234
Cresset Asset Management
Illinois
$3.26M +$28.9K +221 +0.9%
HA
235
HFG Advisors
Ohio
$3.21M +$37.5K +286 +1%
AI
236
Atria Investments
North Carolina
$3.21M +$216K +1,653 +7%
SFM
237
Signet Financial Management
New Jersey
$3.18M -$121K -921 -4%
WP
238
WealthShield Partners
North Carolina
$3.15M +$262K +2,002 +9%
RC
239
Rovin Capital
Arizona
$3.14M -$23.6K -180 -0.7%
SPC
240
Sigma Planning Corp
Michigan
$3.12M -$473K -3,610 -13%
HFRG
241
Houlihan Financial Resource Group
Virginia
$3.01M +$3.01M +23,387 New
ABC
242
Associated Banc-Corp
Wisconsin
$3M +$76.5K +584 +3%
MFG
243
Midwest Financial Group
Kansas
$2.98M +$402K +3,071 +16%
FOFP
244
Fee-Only Financial Planning
South Carolina
$2.9M +$145K +1,107 +5%
TC
245
TAGStone Capital
North Carolina
$2.82M +$66K +504 +2%
CS
246
Comerica Securities
Michigan
$2.8M -$197K -1,505 -7%
WLIM
247
White Lighthouse Investment Management
Massachusetts
$2.77M -$38.1K -291 -1%
SPIA
248
Steward Partners Investment Advisory
New York
$2.77M -$409K -3,123 -13%
WFA
249
Wellspring Financial Advisors
Ohio
$2.76M +$41 +12 +0%
SFP
250
Sterling Financial Planning
New Jersey
$2.76M +$48.5K +370 +2%
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