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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 %
ANTB
326
AMG National Trust Bank
Colorado
$1.76M -$27.4K -198 -2%
AUB
327
Atlantic Union Bankshares
Virginia
$1.76M -$470K -3,394 -21%
PD
328
Planning Directions
Pennsylvania
$1.74M -$17K -123 -1%
BOH
329
Bank of Hawaii
Hawaii
$1.73M -$68.5K -495 -4%
WDL
330
Well Done LLC
Michigan
$1.73M -$10.9K -79 -0.6%
E
331
ETFidea
New York
$1.71M +$84.7K +612 +5%
GFL
332
Granite FO LLC
New Hampshire
$1.69M – – –
MWM
333
Meridian Wealth Management
Kentucky
$1.68M -$44.1K -319 -3%
AB
334
Atlas Brown
Kentucky
$1.68M +$969 +7 +0.1%
Susquehanna International Group
335
Susquehanna International Group
Pennsylvania
$1.67M +$260K +1,881 +18%
WA
336
Wealth Alliance
New York
$1.66M -$17.2K -124 -1%
AWM
337
Axxcess Wealth Management
California
$1.65M +$270K +1,950 +20%
EBA
338
Eagle Bay Advisors
New York
$1.64M – – –
PFA
339
Pathway Financial Advisors
Vermont
$1.63M +$5.4K +39 +0.3%
D
340
Dentgroup
Louisiana
$1.62M -$128K -927 -7%
WJA
341
Willis Johnson & Associates
Texas
$1.62M -$262K -1,895 -14%
C
342
CEDRUS
Colorado
$1.6M -$30.3K -219 -2%
EWM
343
Evergreen Wealth Management
Michigan
$1.59M +$1.72K +13 +0.1%
AG
344
Ascent Group
Virginia
$1.58M -$73.7K -521 -4%
GBT
345
Grove Bank & Trust
Florida
$1.57M +$390K +2,816 +33%
REMPR
346
Roof Eidam Maycock Peralta (REMP)
California
$1.56M – – –
CFSG
347
Clark Financial Services Group
Missouri
$1.55M +$60.6K +438 +4%
Wellington Management Group
348
Wellington Management Group
Massachusetts
$1.54M – – –
WTFG
349
Wells Trecaso Financial Group
Ohio
$1.52M -$3.46K -25 -0.2%
ATC
350
Argent Trust Co
Tennessee
$1.51M -$27.7K -200 -2%
12 13
14
15 16