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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 %
AA
276
Axiom Advisory
California
$2.44M -$136K -983 -5%
CHAM
277
Clear Harbor Asset Management
Connecticut
$2.44M +$183K +1,320 +8%
PFO
278
Pathstone Family Office
New Jersey
$2.44M -$277K -2,004 -10%
MA
279
MAS Advisors
Florida
$2.41M -$11.1K -80 -0.5%
EWM
280
Empirical Wealth Management
Washington
$2.39M -$202K -1,459 -8%
WWM
281
Windsor Wealth Management
Indiana
$2.39M +$414K +2,991 +21%
SB
282
Simmons Bank
Arkansas
$2.38M -$326K -2,357 -12%
WPC
283
Wedmont Private Capital
Pennsylvania
$2.37M -$416K -2,947 -15%
VWM
284
Valley Wealth Managers
New Jersey
$2.37M -$70.2K -507 -3%
IWA
285
IVC Wealth Advisors
Pennsylvania
$2.33M +$278K +2,006 +14%
WTA
286
Washington Trust Advisors
Massachusetts
$2.33M -$7.06K -51 -0.3%
BRWA
287
B. Riley Wealth Advisors
Florida
$2.33M +$25.3K +183 +1%
SVWAG
288
Sound View Wealth Advisors Group
Georgia
$2.33M +$80.1K +579 +4%
IA
289
Inspire Advisors
Idaho
$2.3M +$2.3M +16,653 New
DE
290
Day & Ennis
Georgia
$2.3M -$53.1K -384 -2%
SC
291
Sierra Capital
Florida
$2.29M +$20.5K +148 +0.9%
NW
292
NewEdge Wealth
Pennsylvania
$2.28M +$64.6K +467 +3%
CL
293
Choreo LLC
Illinois
$2.27M +$95.6K +691 +4%
AAS
294
Avantax Advisory Services
Texas
$2.22M -$2.19M -15,823 -50%
Cerity Partners
295
Cerity Partners
New York
$2.2M -$80.3K -580 -4%
PFG
296
Pinnacle Financial Group
Illinois
$2.14M -$4.29K -31 -0.2%
HI
297
Harbour Investments
Wisconsin
$2.14M +$324K +2,338 +18%
NCMW
298
Northern Capital Management (Washington)
Washington
$2.13M -$752K -5,434 -26%
CFGS
299
Concourse Financial Group Securities
Alabama
$2.12M -$87K -629 -4%
CAM
300
Cozad Asset Management
Illinois
$2.09M -$384K -2,778 -16%
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