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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
+$62.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
Betterment LLC
Betterment LLC
New York
+$38.3M
5
SGAM
Stephens Group Asset Management
Arkansas
+$18.5M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$100M
2
EWA
EP Wealth Advisors
California
-$95.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$67.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$48.4M
5
Truist Financial
Truist Financial
North Carolina
-$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
251
Wellspring Financial Advisors
Ohio
$2.87M -$32.2K -8,946 -1%
SFP
252
Sterling Financial Planning
New Jersey
$2.86M -$29.3K -212 -1%
MWM
253
Maltin Wealth Management
New Jersey
$2.81M -$31.3K -226 -1%
NFG
254
Nations Financial Group
Iowa
$2.79M -$184K -1,332 -6%
Goldman Sachs
255
Goldman Sachs
New York
$2.78M -$991K -7,158 -26%
TCMP
256
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.76M -$131K -950 -5%
CTC
257
Central Trust Company
Missouri
$2.74M -$172K -1,245 -6%
MFG
258
Midwest Financial Group
Kansas
$2.73M +$145K +1,048 +6%
IAA
259
Ironsides Asset Advisors
North Carolina
$2.69M -$627K -4,530 -19%
JFG
260
Jefferies Financial Group
New York
$2.68M +$800K +5,784 +43%
BJL
261
Brighton Jones LLC
Washington
$2.67M +$105K +761 +4%
TNBTD
262
Trustmark National Bank Trust Department
Mississippi
$2.64M +$41.9K +303 +2%
CIAS
263
CBIZ Investment Advisory Services
Ohio
$2.64M -$1.57M -11,325 -37%
RPSA
264
Richard P. Slaughter Associates
Texas
$2.62M +$197K +1,421 +8%
AC
265
Avant Capital
Louisiana
$2.61M +$15.9K +115 +0.6%
EFS
266
Econ Financial Services
Pennsylvania
$2.58M +$4.43K +32 +0.2%
Jane Street
267
Jane Street
New York
$2.55M +$1.81M +13,075 +246%
VNA
268
Valley National Advisers
Pennsylvania
$2.55M +$303K +2,191 +14%
LL
269
LPWM LLC
Minnesota
$2.54M +$342K +2,454 +16%
CCA
270
Checchi Capital Advisers
California
$2.52M +$207K +1,493 +9%
SCA
271
Stillwater Capital Advisors
Pennsylvania
$2.5M -$8.99K -65 -0.4%
LWP
272
Lumature Wealth Partners
Georgia
$2.5M +$155K +1,117 +7%
IAS
273
Insigneo Advisory Services
Florida
$2.49M – – –
CFO
274
Collective Family Office
Pennsylvania
$2.47M -$176K -1,273 -7%
AF
275
Advisornet Financial
Minnesota
$2.46M +$153K +1,103 +7%
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