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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 %
CPA
401
Cardiff Park Advisors
California
$1.11M +$5.12K +37 +0.5%
WCM
402
Windham Capital Management
Massachusetts
$1.1M – – –
FNBOMD
403
First National Bank of Mount Dora
Florida
$1.1M – – –
SC
404
Savant Capital
Illinois
$1.09M +$301K +2,177 +38%
9WM
405
9258 Wealth Management
Ohio
$1.09M -$99.6K -720 -8%
WT
406
Whittier Trust
California
$1.08M – – –
B
407
Bridgeworth
Alabama
$1.08M +$63.9K +462 +6%
WA
408
Wambolt & Associates
Colorado
$1.07M -$40.4K -292 -4%
PWM
409
Paulson Wealth Management
Illinois
$1.07M +$1.07M +7,713 New
AIFAIM
410
American Institute for Advanced Investment Management
Arizona
$1.05M +$214K +1,545 +25%
MG
411
Mather Group
Illinois
$1.04M +$147K +1,061 +16%
WI
412
WrapManager Inc
California
$1.04M +$36K +260 +4%
TCOV
413
Trust Company of Vermont
Vermont
$1.03M -$67.8K -490 -6%
TPCW
414
TD Private Client Wealth
New York
$1.03M -$265K -1,913 -20%
CAL
415
Capital Advisors Ltd
Ohio
$1.02M – – –
AAS
416
Ameritas Advisory Services
Nebraska
$1.02M -$689K -4,979 -40%
RWP
417
Revolve Wealth Partners
New Jersey
$1.02M -$89.5K -647 -8%
TDWM
418
Topel & Distasi Wealth Management
California
$1.02M – – –
IA
419
IFP Advisors
Florida
$1.02M -$85.5K -618 -8%
CA
420
Continuum Advisory
Idaho
$1.02M +$38.6K +279 +4%
V
421
Veritable
Delaware
$1.01M -$1.52K -11 -0.2%
TC
422
TownSquare Capital
Utah
$1.01M +$155K +1,123 +18%
WTC
423
WhitTier Trust Company
Nevada
$1M – – –
AA
424
Ancora Advisors
Ohio
$990K +$138 +1 +0%
FA
425
FDx Advisors
Illinois
$989K -$20.6K -149 -2%
15 16
17
18 19