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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 %
FGAM
351
Financial Gravity Asset Management
Texas
$1.6M +$1.54M +308 +2,567%
CCB
352
Country Club Bank
Missouri
$1.6M – – –
GAI
353
General American Investors
New York
$1.6M +$290K +2,000 +22%
BSHC
354
Breed's Hill Capital
Massachusetts
$1.59M +$1.59M +10,945 New
ATC
355
Argent Trust Co
Tennessee
$1.58M -$435 -3 -0%
WTFG
356
Wells Trecaso Financial Group
Ohio
$1.56M -$10.6K -73 -0.7%
BCIM
357
Bishop & Co Investment Management
Pennsylvania
$1.56M +$1.56M +10,757 New
BP
358
Ballentine Partners
Massachusetts
$1.56M – – –
OIA
359
OneDigital Investment Advisors
Kansas
$1.56M +$782K +5,396 +101%
SFG
360
Sterling Financial Group
California
$1.53M – – –
REMPR
361
Roof Eidam Maycock Peralta (REMP)
California
$1.52M -$112K -770 -7%
GP
362
Girard Partners
Pennsylvania
$1.52M -$246K -1,699 -14%
RA
363
Rockingstone Advisors
Massachusetts
$1.51M +$205K +1,415 +16%
CANC
364
Culbertson A N & Co
Virginia
$1.5M – – –
PSF
365
Pacific Sun Financial
California
$1.5M -$2.18K -15 -0.1%
WA
366
Wambolt & Associates
Colorado
$1.48M +$303K +2,093 +26%
Allspring Global Investments
367
Allspring Global Investments
North Carolina
$1.47M +$214K +1,477 +17%
IA
368
Insight Advisors
Pennsylvania
$1.47M -$9.86K -68 -0.7%
MAM
369
MMA Asset Management
Pennsylvania
$1.47M +$130K +897 +10%
EWM
370
Evergreen Wealth Management
Michigan
$1.46M -$248K -1,709 -15%
NFG
371
Nations Financial Group
Iowa
$1.45M -$799K -5,511 -35%
KWM
372
Kingsview Wealth Management
Oregon
$1.45M +$367K +2,532 +34%
SWM
373
Schwallier Wealth Management
Michigan
$1.44M +$1.44M +9,965 New
WFM
374
Wolff Financial Management
Michigan
$1.44M -$150K -1,032 -9%
AFP
375
Ausdal Financial Partners
Iowa
$1.43M -$474K -3,267 -25%
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