VOE icon

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 %
CBFP
451
Cedar Brook Financial Partners
Ohio
$805K +$3.46K +25 +0.4%
FA
452
FC Advisory
Pennsylvania
$804K +$29.3K +212 +4%
FOA
453
Five Oceans Advisors
California
$799K -$32.2K -233 -4%
RFC
454
Regions Financial Corp
Alabama
$798K +$210K +1,518 +36%
CW
455
CreativeOne Wealth
Kansas
$793K -$61.1K -442 -7%
AL
456
ACAS LLC
California
$789K +$47.7K +345 +6%
CHC
457
City Holding Co
West Virginia
$780K +$969 +7 +0.1%
PFC
458
Phocas Financial Corp
California
$773K +$50.6K +366 +7%
EFS
459
Essex Financial Services
Connecticut
$771K -$5.4K -39 -0.7%
FHA
460
Flagship Harbor Advisors
Massachusetts
$767K +$104K +749 +16%
GVAG
461
Great Valley Advisor Group
Delaware
$763K -$308K -2,226 -29%
Empower Advisory Group
462
Empower Advisory Group
Colorado
$762K -$66K -477 -8%
SLT
463
St Louis Trust
Missouri
$758K – – –
HNB
464
Huntington National Bank
Ohio
$756K -$877K – –
HWA
465
Heartwood Wealth Advisors
Virginia
$750K – – –
MFG
466
Magnus Financial Group
New York
$747K +$1.66K +12 +0.2%
NSIM
467
North Star Investment Management
Illinois
$740K -$45K -325 -6%
CC
468
Courier Capital
New York
$737K -$646K -4,667 -47%
KWM
469
Kingsview Wealth Management
Oregon
$735K +$184K +1,329 +33%
AWA
470
Aaron Wealth Advisors
Illinois
$730K +$209K +1,512 +40%
LG
471
LAM Group
Oregon
$730K – – –
CFA
472
Cahill Financial Advisors
Minnesota
$729K +$7.89K +57 +1%
KA
473
Kovack Advisors
Florida
$727K +$7.61K +55 +1%
AFG
474
AFS Financial Group
Maryland
$719K – – –
SFP
475
Strategic Financial Partners
Oregon
$713K -$36.4K -263 -5%
17 18
19
20 21