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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 %
SHFA
376
SC&H Financial Advisors
Maryland
$1.42M +$61.6K +425 +5%
MG
377
Mather Group
Illinois
$1.41M +$389K +2,685 +38%
AIA
378
Ally Invest Advisors
North Carolina
$1.41M +$306K +2,110 +28%
AWM
379
Axxcess Wealth Management
California
$1.41M -$47.7K -329 -3%
PIMG
380
Patriot Investment Management Group
Tennessee
$1.4M -$91.8K -633 -6%
CIBC World Market
381
CIBC World Market
Ontario, Canada
$1.4M +$64.5K +445 +5%
IC
382
IEQ Capital
California
$1.38M +$744K +5,130 +118%
MECA
383
Miller Equity Capital Advisors
Texas
$1.36M +$4.35K +30 +0.3%
CAM
384
Cozad Asset Management
Illinois
$1.34M -$556K -3,833 -29%
PFS
385
Prospera Financial Services
Texas
$1.34M -$1.02K -7 -0.1%
CPA
386
Cardiff Park Advisors
California
$1.34M +$7.25K +50 +0.5%
AIM
387
Acropolis Investment Management
Missouri
$1.32M +$6.82K +47 +0.5%
HCM
388
Howland Capital Management
Massachusetts
$1.31M – – –
Citigroup
389
Citigroup
New York
$1.31M -$12.6K -87 -1%
VFG
390
Victory Financial Group
Texas
$1.3M +$1.3M +8,997 New
RFC
391
Regions Financial Corp
Alabama
$1.3M +$437K +3,014 +51%
Wealthfront Advisers
392
Wealthfront Advisers
California
$1.29M +$139K +961 +12%
IAN
393
Integrated Advisors Network
Texas
$1.28M -$19.6K -135 -2%
NFC
394
Northeast Financial Consultants
Connecticut
$1.28M – – –
TI
395
Truepoint Inc
Ohio
$1.28M +$8.41K +58 +0.7%
Jane Street
396
Jane Street
New York
$1.26M +$1.04M +7,158 +468%
AUB
397
Atlantic Union Bankshares
Virginia
$1.26M -$182K -1,253 -13%
FAIM
398
Financial Advocates Investment Management
Washington
$1.25M -$92.7K -639 -7%
MA
399
MONECO Advisors
Connecticut
$1.24M +$1.16K +8 +0.1%
PP
400
Prudential plc
United Kingdom
$1.24M -$192K -1,325 -13%
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16
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