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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
301
Advisory Alpha
Michigan
$2.09M +$131K +944 +7%
TWP
302
Tempus Wealth Planning
California
$2.08M +$2.08M +15,055 New
1WA
303
180 Wealth Advisors
Washington
$2.08M -$12.1K -87 -0.6%
EF
304
Empirical Finance
Pennsylvania
$2.05M -$22.8K -165 -1%
WFAG
305
Wescott Financial Advisory Group
Pennsylvania
$2.04M -$149K -1,076 -7%
FCA
306
FinTrust Capital Advisors
South Carolina
$2.03M – – –
SF
307
Synovus Financial
Georgia
$1.97M -$366K -2,642 -16%
AIA
308
AIMZ Investment Advisors
California
$1.94M +$23.9K +173 +1%
MFG
309
MidWestOne Financial Group
Iowa
$1.93M +$53K +383 +3%
BEAM
310
Baker Ellis Asset Management
Washington
$1.93M -$138K -1,000 -7%
NC
311
NovaPoint Capital
Georgia
$1.92M -$88K -636 -4%
SFG
312
StrategIQ Financial Group
Indiana
$1.91M +$19K +137 +1%
PFM
313
Phillips Financial Management
Indiana
$1.9M +$24.1K +174 +1%
GC
314
Grimes & Company
Massachusetts
$1.89M +$2.21K +16 +0.1%
DI
315
DDFG Inc
California
$1.87M -$11.2K -81 -0.6%
HCP
316
Hexagon Capital Partners
Arkansas
$1.87M -$45.3K -327 -2%
AT
317
American Trust
Kentucky
$1.84M +$47.3K +342 +3%
PCIA
318
Prime Capital Investment Advisors
Kansas
$1.84M +$768K +5,552 +72%
BSW
319
Buckingham Strategic Wealth
Missouri
$1.83M +$391K +2,829 +27%
CFAM
320
Center For Asset Management
Florida
$1.82M +$32.8K +237 +2%
RA
321
RFG Advisory
Alabama
$1.82M +$741K +5,357 +69%
IFA
322
Index Fund Advisors
California
$1.81M +$10.8K +78 +0.6%
GP
323
Girard Partners
Pennsylvania
$1.81M -$139K -1,004 -7%
AFP
324
Ausdal Financial Partners
Iowa
$1.78M -$83.3K -602 -4%
SCA
325
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M – – –
11 12
13
14 15