VOE icon

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 %
PCM
426
Parsons Capital Management
Rhode Island
$1.07M +$56.3K +388 +6%
CAL
427
Capital Advisors Ltd
Ohio
$1.07M – – –
TDWM
428
Topel & Distasi Wealth Management
California
$1.07M – – –
AT
429
American Trust
Kentucky
$1.06M +$156K +1,076 +17%
IFWM
430
Institute for Wealth Management
Colorado
$1.06M +$636K +4,385 +150%
KWAG
431
Kiely Wealth Advisory Group
North Carolina
$1.06M +$1.06M +7,356 New
CCFM
432
Clear Creek Financial Management
Washington
$1.06M +$1.06M +7,295 New
JIC
433
Johnson Investment Counsel
Ohio
$1.05M +$98K +676 +10%
TFS
434
Thoroughbred Financial Services
Tennessee
$1.04M -$260K -1,796 -20%
UCFA
435
United Capital Financial Advisors
Texas
$1.04M -$3.37M -23,268 -76%
OC
436
Oppenheimer & Co
New York
$1.03M +$473K +3,262 +85%
Financial Engines Advisors
437
Financial Engines Advisors
California
$1.03M +$51.5K +355 +5%
WH
438
Willner & Heller
California
$1.02M +$1.02M +7,013 New
RWP
439
Revolve Wealth Partners
New Jersey
$1.02M -$49.5K -341 -5%
TCOV
440
Trust Company of Vermont
Vermont
$1.02M -$48.7K -336 -5%
LFAS
441
Level Four Advisory Services
Texas
$1.01M +$54.1K +373 +6%
NPFS
442
Novak & Powell Financial Services
Florida
$1,000K +$1,000K +6,883 New
ZF
443
Zhang Financial
Michigan
$993K +$4.21K +29 +0.4%
WTC
444
WhitTier Trust Company
Nevada
$992K -$56.7K -391 -5%
BSW
445
Buckingham Strategic Wealth
Missouri
$991K -$463K -3,196 -32%
9WM
446
9258 Wealth Management
Ohio
$974K -$68.3K -471 -7%
TPCW
447
TD Private Client Wealth
New York
$968K -$92.8K -640 -9%
Franklin Resources
448
Franklin Resources
California
$955K -$6.38K -44 -0.7%
AIFAIM
449
American Institute for Advanced Investment Management
Arizona
$953K – – –
ST
450
Smithfield Trust
Pennsylvania
$947K +$345K +2,379 +57%
16 17
18
19 20