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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 %
SCA
276
Stillwater Capital Advisors
Pennsylvania
$2.67M +$19.3K +133 +0.7%
PS
277
Principal Securities
Iowa
$2.67M +$2.67M +18,385 New
AAS
278
Avantax Advisory Services
Texas
$2.65M -$38.1K -263 -1%
IAS
279
Insigneo Advisory Services
Florida
$2.61M – – –
AA
280
Axiom Advisory
California
$2.59M +$16.2K +112 +0.6%
PCA
281
Prosperity Capital Advisors
Ohio
$2.58M +$773K +5,328 +43%
AFTS
282
American Financial & Tax Strategies
New York
$2.58M +$2.58M +17,760 New
MA
283
MAS Advisors
Florida
$2.57M +$49.7K +343 +2%
IWA
284
IVC Wealth Advisors
Pennsylvania
$2.57M +$44.2K +305 +2%
Cerity Partners
285
Cerity Partners
New York
$2.57M +$1.26M +8,702 +97%
FC
286
Forte Capital
New York
$2.56M -$7.69M -53,007 -75%
RPSA
287
Richard P. Slaughter Associates
Texas
$2.54M -$94.7K -653 -4%
TNBTD
288
Trustmark National Bank Trust Department
Mississippi
$2.54M – – –
NW
289
NewEdge Wealth
Pennsylvania
$2.52M +$150K +1,032 +6%
TCMP
290
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.51M -$399K -2,751 -14%
NFW
291
Noble Family Wealth
Florida
$2.46M -$271K -1,870 -10%
CW
292
Cooksen Wealth
Texas
$2.46M +$2.46M +16,966 New
HSA
293
HBK Sorce Advisory
Pennsylvania
$2.46M -$524K -3,615 -18%
BRWA
294
B. Riley Wealth Advisors
Florida
$2.42M -$38.3K -264 -2%
SF
295
Safeguard Financial
Wisconsin
$2.41M +$580K +3,997 +32%
SB
296
Simmons Bank
Arkansas
$2.4M +$3.19K +22 +0.1%
CFGS
297
Concourse Financial Group Securities
Alabama
$2.37M +$53.1K +366 +2%
DE
298
Day & Ennis
Georgia
$2.36M -$9.86K -68 -0.4%
RCM
299
RMR Capital Management
California
$2.35M +$2.35M +16,233 New
WTA
300
Washington Trust Advisors
Massachusetts
$2.31M -$20.3K -140 -0.9%
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