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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 %
CCB
351
Country Club Bank
Missouri
$1.51M – – –
CWM
352
Cadence Wealth Management
Massachusetts
$1.51M +$58.4K +422 +4%
RRC
353
Relaxing Retirement Coach
Massachusetts
$1.5M -$27.5K -199 -2%
CANC
354
Culbertson A N & Co
Virginia
$1.49M – – –
BP
355
Ballentine Partners
Massachusetts
$1.49M +$4.15K +30 +0.3%
AWA
356
Arete Wealth Advisors
Illinois
$1.48M +$43K +311 +3%
IWM
357
IHT Wealth Management
Illinois
$1.47M +$415 +3 +0%
SFG
358
Sterling Financial Group
California
$1.46M -$484K -3,500 -25%
OC
359
Oppenheimer & Co
New York
$1.44M +$258K +1,861 +22%
PCA
360
Prosperity Capital Advisors
Ohio
$1.44M -$3.53M -25,498 -71%
SWP
361
Stratos Wealth Partners
Ohio
$1.44M +$286K +2,065 +25%
PSF
362
Pacific Sun Financial
California
$1.43M +$1.43M +10,698 New
JWCA
363
J.W. Cole Advisors
Florida
$1.43M -$98.7K -713 -6%
IA
364
Insight Advisors
Pennsylvania
$1.42M – – –
WCM
365
Wealthcare Capital Management
Virginia
$1.42M +$225K +1,629 +19%
FFN
366
Focus Financial Network
Minnesota
$1.41M -$44.1K -319 -3%
SWA
367
Stratos Wealth Advisors
Ohio
$1.4M +$18.1K +131 +1%
TPA
368
Trivium Point Advisory
Connecticut
$1.4M +$190K +1,370 +16%
PIMG
369
Patriot Investment Management Group
Tennessee
$1.4M -$11.1K -80 -0.8%
TFS
370
Thoroughbred Financial Services
Tennessee
$1.39M +$277 +2 +0%
GRP
371
Global Retirement Partners
California
$1.39M -$28.5K -206 -2%
FAIM
372
Financial Advocates Investment Management
Washington
$1.37M -$295K -2,135 -18%
SF
373
Safeguard Financial
Wisconsin
$1.32M +$342K +2,474 +35%
PFS
374
Prospera Financial Services
Texas
$1.31M -$462K -3,337 -26%
AWM
375
Aspire Wealth Management
Massachusetts
$1.31M -$7.2K -52 -0.5%
13 14
15
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