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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 %
GBT
326
Grove Bank & Trust
Florida
$1.81M +$124K +853 +7%
CG
327
Corundum Group
Colorado
$1.81M +$1.81M +12,487 New
CFO
328
Collective Family Office
Pennsylvania
$1.81M -$757K -5,222 -29%
GFL
329
Granite FO LLC
New Hampshire
$1.81M +$36.3K +250 +2%
CFAM
330
Center For Asset Management
Florida
$1.8M +$27.7K +191 +2%
WA
331
Wealth Alliance
New York
$1.79M +$38.3K +264 +2%
SWP
332
Stratos Wealth Partners
Ohio
$1.79M +$150K +1,037 +9%
PD
333
Planning Directions
Pennsylvania
$1.76M -$91.5K -631 -5%
AAS
334
Ameritas Advisory Services
Nebraska
$1.75M -$67.7K -466 -4%
ANTB
335
AMG National Trust Bank
Colorado
$1.74M – – –
MWM
336
Meridian Wealth Management
Kentucky
$1.74M -$18.1K -125 -1%
AB
337
Atlas Brown
Kentucky
$1.73M -$16.7K -115 -1%
CWM
338
Cadence Wealth Management
Massachusetts
$1.73M +$83.4K +575 +5%
SWM
339
SilverOak Wealth Management
Minnesota
$1.72M +$1.72M +11,884 New
WDL
340
Well Done LLC
Michigan
$1.72M -$33.2K -229 -2%
PFA
341
Pathway Financial Advisors
Vermont
$1.71M – – –
SPC
342
Sigma Planning Corp
Michigan
$1.71M -$1.74M -12,023 -50%
JWCA
343
J.W. Cole Advisors
Florida
$1.71M +$153K +1,056 +10%
TPA
344
Trivium Point Advisory
Connecticut
$1.69M +$158K +1,087 +10%
TI
345
Tidal Investments
Wisconsin
$1.66M +$1.66M +11,434 New
SC
346
Sierra Capital
Florida
$1.65M -$17.3K -119 -1%
E
347
ETFidea
New York
$1.62M -$297K -2,048 -16%
Wellington Management Group
348
Wellington Management Group
Massachusetts
$1.61M – – –
AWA
349
Arete Wealth Advisors
Illinois
$1.61M +$1.33M +9,187 +482%
CFSG
350
Clark Financial Services Group
Missouri
$1.6M -$9.43K -65 -0.6%
12 13
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