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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 %
CWA
401
CJM Wealth Advisers
Virginia
$1.24M -$85.8K -592 -6%
AAP
402
Arax Advisory Partners
Colorado
$1.23M +$1.23M +8,461 New
WT
403
Whittier Trust
California
$1.22M -$29K -200 -2%
Empower Advisory Group
404
Empower Advisory Group
Colorado
$1.21M +$5.95K +41 +0.5%
WIA
405
World Investment Advisors
California
$1.21M -$12.8M -88,343 -91%
ECAM
406
East Coast Asset Management
Massachusetts
$1.21M +$435 +3 +0%
C
407
CEDRUS
Colorado
$1.2M +$20.9K +144 +2%
WCM
408
Windham Capital Management
Massachusetts
$1.17M +$8.99K +62 +0.8%
FTUS
409
Flow Traders U.S.
New York
$1.16M +$1.16M +8,005 New
D
410
Dentgroup
Louisiana
$1.16M -$518K -3,571 -31%
FNBOMD
411
First National Bank of Mount Dora
Florida
$1.16M – – –
SEIA
412
Signature Estate & Investment Advisors
California
$1.15M -$31.2K -215 -3%
JFG
413
Jefferies Financial Group
New York
$1.14M -$2.79M -19,229 -71%
HCP
414
Hexagon Capital Partners
Arkansas
$1.14M -$644K -4,441 -36%
CBFP
415
Cedar Brook Financial Partners
Ohio
$1.13M +$327K +2,277 +41%
CAWM
416
Capital Advisors Wealth Management
Washington
$1.12M +$61.6K +425 +6%
CWM
417
Cornerstone Wealth Management
Missouri
$1.12M -$75.5K -521 -6%
Vanguard Group
418
Vanguard Group
Pennsylvania
$1.12M +$460K +3,173 +70%
OC
419
Opinicus Capital
Florida
$1.12M +$1.12M +7,733 New
OPS
420
Orion Portfolio Solutions
Nebraska
$1.11M +$771K +5,312 +228%
BCI
421
Brinker Capital Investments
Pennsylvania
$1.11M +$771K +5,312 +228%
MSA
422
Marino Stram & Associates
Massachusetts
$1.11M +$143K +983 +15%
CA
423
Continuum Advisory
Idaho
$1.11M +$40.8K +281 +4%
B
424
Bridgeworth
Alabama
$1.1M +$2.03K +14 +0.2%
BEAM
425
Baker Ellis Asset Management
Washington
$1.09M -$711K -4,900 -39%
15 16
17
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