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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 %
Citigroup
376
Citigroup
New York
$1.3M +$554 +4 +0%
MECA
377
Miller Equity Capital Advisors
Texas
$1.3M -$6.92K -50 -0.5%
SHFA
378
SC&H Financial Advisors
Maryland
$1.29M +$3.32K +24 +0.3%
CS
379
Capital Square
Tennessee
$1.27M – – –
Wealthfront Advisers
380
Wealthfront Advisers
California
$1.27M +$322K +2,330 +34%
PPC
381
Park Place Capital
Alabama
$1.27M – – –
PP
382
Prudential plc
United Kingdom
$1.26M -$944K -6,820 -43%
IAN
383
Integrated Advisors Network
Texas
$1.26M -$16.9K -122 -1%
RA
384
Rockingstone Advisors
Massachusetts
$1.25M -$21.4K -155 -2%
AIM
385
Acropolis Investment Management
Missouri
$1.25M +$140K +1,009 +13%
HCM
386
Howland Capital Management
Massachusetts
$1.25M – – –
GAI
387
General American Investors
New York
$1.25M – – –
NFC
388
Northeast Financial Consultants
Connecticut
$1.22M -$108K -783 -8%
TI
389
Truepoint Inc
Ohio
$1.2M +$77.4K +559 +7%
CIBC World Market
390
CIBC World Market
Ontario, Canada
$1.2M +$29.2K +211 +3%
CWM
391
Castle Wealth Management
Florida
$1.19M -$498K -3,601 -30%
MA
392
MONECO Advisors
Connecticut
$1.19M -$7.33K -53 -0.6%
CWA
393
CJM Wealth Advisers
Virginia
$1.19M -$80.4K -581 -6%
BWA
394
BDO Wealth Advisors
Florida
$1.17M +$7.89K +57 +0.7%
Allspring Global Investments
395
Allspring Global Investments
North Carolina
$1.17M +$2.35K +17 +0.2%
CWM
396
Cornerstone Wealth Management
Missouri
$1.16M -$10.4K -75 -0.9%
ECAM
397
East Coast Asset Management
Massachusetts
$1.15M +$277 +2 +0%
SEIA
398
Signature Estate & Investment Advisors
California
$1.14M +$25.5K +184 +2%
BCI
399
Brinker Capital Investments
Pennsylvania
$1.12M +$420K +3,036 +60%
OPS
400
Orion Portfolio Solutions
Nebraska
$1.12M +$420K +3,036 +60%
14 15
16
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