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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 %
PCM
426
Parsons Capital Management
Rhode Island
$971K +$98.5K +712 +11%
ZF
427
Zhang Financial
Michigan
$953K +$708K +5,049 +288%
WIA
428
World Investment Advisors
California
$946K -$1.17M -8,428 -55%
RIM
429
Rockbridge Investment Management
New York
$928K -$300K -2,168 -24%
Financial Engines Advisors
430
Financial Engines Advisors
California
$927K -$58.3K -421 -6%
Lido Advisors
431
Lido Advisors
California
$923K +$115K +831 +14%
FANJ
432
Financial Architects (New Jersey)
New Jersey
$921K – – –
MSFS
433
Main Street Financial Solutions
Pennsylvania
$912K -$33.6K -243 -4%
JIC
434
Johnson Investment Counsel
Ohio
$908K +$830 +6 +0.1%
RWP
435
RWA Wealth Partners
Massachusetts
$897K -$1.94K -14 -0.2%
GJIA
436
Glass Jacobson Investment Advisors
Maryland
$887K +$887K +6,411 New
NSG
437
Nalls Sherbakoff Group
Tennessee
$874K +$3.97K +31 +0.5%
BIM
438
Baldwin Investment Management
Pennsylvania
$870K -$3.46K -25 -0.4%
KFP
439
KMG Fiduciary Partners
Ohio
$866K +$115K +832 +15%
CWM
440
Chemistry Wealth Management
New York
$857K -$58.4K -422 -6%
JPLA
441
Joseph P. Lucia & Associates
New York
$850K -$74.4K -538 -8%
MA
442
Mutual Advisors
Nebraska
$848K -$47K -340 -5%
WCA
443
Waypoint Capital Advisors
Minnesota
$840K – – –
NLP
444
Next Level Private
New York
$840K +$840K +6,026 New
VF
445
Virtu Financial
New York
$832K -$361K -2,610 -30%
OIA
446
OneDigital Investment Advisors
Kansas
$831K -$48.2K -348 -5%
GPA
447
Guidance Point Advisors
Massachusetts
$825K +$4.71K +34 +0.6%
IPW
448
Intergy Private Wealth
Colorado
$823K +$40.1K +290 +5%
AWA
449
Amplius Wealth Advisors
Pennsylvania
$821K -$283K -2,047 -26%
MSA
450
Marino Stram & Associates
Massachusetts
$805K +$130K +943 +19%
16 17
18
19 20