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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

967 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 338 increasing their positions, 328 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
+81
Holders Change %
+9.14%
% of All Funds
14.17%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.89%
New
137
Increased
338
Reduced
328
Closed
48
Calls
$4.54M
Puts
$2.36M
Net Calls
+$2.18M
Net Calls Change
-$5.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$622M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.5M
3
AssetMark Inc
AssetMark Inc
California
+$23.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21M
5
Betterment LLC
Betterment LLC
New York
+$19.8M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$55.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$39M
4
Charles Schwab
Charles Schwab
California
-$24.8M
5
MMA
Miracle Mile Advisors
California
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
226
Midwest Financial Group
Kansas
$3.65M +$343K +2,367 +10%
HA
227
HFG Advisors
Ohio
$3.64M +$83.4K +575 +2%
BCM
228
Becker Capital Management
Oregon
$3.62M -$8.12K -56 -0.2%
EWM
229
Empirical Wealth Management
Washington
$3.62M +$589K +4,063 +19%
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$3.61M +$3.61M +24,891 New
FUBT
231
First United Bank & Trust
Maryland
$3.6M -$125K -859 -3%
CAM
232
Cresset Asset Management
Illinois
$3.56M -$45.8K -316 -1%
TC
233
Tacita Capital
Ontario, Canada
$3.51M -$275K -1,895 -7%
AI
234
Atria Investments
North Carolina
$3.51M -$48.7K -336 -1%
IFS
235
Ifrah Financial Services
Arkansas
$3.51M -$138K -953 -4%
HFRG
236
Houlihan Financial Resource Group
Virginia
$3.4M +$12.5K +86 +0.4%
SFM
237
Signet Financial Management
New Jersey
$3.35M -$168K -1,159 -5%
RC
238
Rovin Capital
Arizona
$3.35M -$134K -921 -4%
EA
239
Eclectic Associates
California
$3.31M -$751K -5,178 -18%
TC
240
TAGStone Capital
North Carolina
$3.28M +$155K +1,072 +5%
FOFP
241
Fee-Only Financial Planning
South Carolina
$3.27M +$58.3K +402 +2%
SFO
242
Stokes Family Office
Louisiana
$3.26M -$912K -6,286 -22%
BDF
243
Black Diamond Financial
Maryland
$3.23M +$225K +1,550 +7%
MA
244
Mutual Advisors
Nebraska
$3.2M +$698K +4,813 +28%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$3.17M -$489K -3,369 -13%
ACA
246
Aptus Capital Advisors
Alabama
$3.11M +$1.39M +9,563 +80%
VCP
247
Verus Capital Partners
Arizona
$3.11M -$1.21M -8,330 -28%
CL
248
Choreo LLC
Illinois
$3.11M +$769K +5,304 +33%
CA
249
Cetera Advisors
Colorado
$3.08M +$31.9K +220 +1%
SFP
250
Sterling Financial Planning
New Jersey
$3.07M +$15.2K +105 +0.5%
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