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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 %
VNA
251
Valley National Advisers
Pennsylvania
$3.06M +$120K +830 +4%
MWM
252
Maltin Wealth Management
New Jersey
$2.98M +$11K +76 +0.4%
SHF
253
Stage Harbor Financial
Massachusetts
$2.98M +$2.98M +20,528 New
SVWAG
254
Sound View Wealth Advisors Group
Georgia
$2.97M +$271K +1,866 +10%
AF
255
Advisornet Financial
Minnesota
$2.97M +$241K +1,659 +9%
WLIM
256
White Lighthouse Investment Management
Massachusetts
$2.96M -$110K -759 -4%
SPIA
257
Steward Partners Investment Advisory
New York
$2.96M -$110K -760 -4%
LL
258
LPWM LLC
Minnesota
$2.93M +$188K +1,305 +7%
MSF
259
Mustard Seed Financial
Arkansas
$2.9M +$2.9M +20,032 New
CIA
260
Concurrent Investment Advisors
Florida
$2.89M +$2.89M +19,910 New
WP
261
WealthShield Partners
North Carolina
$2.88M -$607K -4,183 -17%
MCA
262
MSH Capital Advisors
Arizona
$2.85M -$170K -1,174 -6%
WPC
263
Wedmont Private Capital
Pennsylvania
$2.81M +$165K +1,137 +6%
VWM
264
Valley Wealth Managers
New Jersey
$2.8M +$387K +2,668 +16%
FCA
265
FinTrust Capital Advisors
South Carolina
$2.8M +$284K +1,961 +11%
TW
266
TritonPoint Wealth
Maryland
$2.8M +$2.8M +19,308 New
BJL
267
Brighton Jones LLC
Washington
$2.79M -$89.8K -619 -3%
EFG
268
Everhart Financial Group
Ohio
$2.79M +$63.9K +441 +2%
ABC
269
Associated Banc-Corp
Wisconsin
$2.77M -$551K -3,802 -17%
CHAM
270
Clear Harbor Asset Management
Connecticut
$2.77M +$117K +806 +4%
CIAS
271
CBIZ Investment Advisory Services
Ohio
$2.76M – – –
CTC
272
Central Trust Company
Missouri
$2.74M -$84.5K -583 -3%
WFA
273
Wellspring Financial Advisors
Ohio
$2.71M -$6.2K -1,825 -0.2%
HI
274
Harbour Investments
Wisconsin
$2.71M +$293K +2,021 +12%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$2.67M -$4.16M -28,671 -61%
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