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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 %
SF
301
Synovus Financial
Georgia
$2.29M -$28.8K -198 -1%
PFG
302
Pinnacle Financial Group
Illinois
$2.28M +$85K +586 +4%
AA
303
Advisory Alpha
Michigan
$2.25M -$25.2K -174 -1%
IAA
304
Ironsides Asset Advisors
North Carolina
$2.23M -$518K -3,574 -19%
CA
305
Cambridge Associates
Massachusetts
$2.19M +$2.19M +15,130 New
MNBTD
306
Moody National Bank Trust Division
Texas
$2.19M +$2.19M +15,130 New
SC
307
Savant Capital
Illinois
$2.18M -$196K -1,352 -8%
SWA
308
Stratos Wealth Advisors
Ohio
$2.17M -$47.6K -328 -2%
AG
309
Ascent Group
Virginia
$2.16M +$152K +1,044 +8%
EF
310
Empirical Finance
Pennsylvania
$2.14M -$8.56K -59 -0.4%
1WA
311
180 Wealth Advisors
Washington
$2.13M -$26.9K -185 -1%
WFAG
312
Wescott Financial Advisory Group
Pennsylvania
$2.07M -$23.3K -161 -1%
AIA
313
AIMZ Investment Advisors
California
$2.06M -$10.7K -74 -0.5%
GC
314
Grimes & Company
Massachusetts
$2.05M -$99.8K -688 -5%
PCIA
315
Prime Capital Investment Advisors
Kansas
$2.01M +$71.6K +494 +4%
PFM
316
Phillips Financial Management
Indiana
$1.99M – – –
MFG
317
MidWestOne Financial Group
Iowa
$1.96M +$341K +2,351 +21%
BOH
318
Bank of Hawaii
Hawaii
$1.88M +$37.7K +260 +2%
TWP
319
Tempus Wealth Planning
California
$1.87M +$1.87M +12,917 New
SFG
320
StrategIQ Financial Group
Indiana
$1.86M -$109K -753 -6%
IFA
321
Index Fund Advisors
California
$1.86M +$4.5K +31 +0.2%
DI
322
DDFG Inc
California
$1.86M -$6.38K -44 -0.3%
SCA
323
STALEY CAPITAL ADVISERS
Pennsylvania
$1.85M – – –
GRP
324
Global Retirement Partners
California
$1.83M +$281K +1,978 +18%
WJA
325
Willis Johnson & Associates
Texas
$1.82M +$50.9K +351 +3%
11 12
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