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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 %
IWM
451
IHT Wealth Management
Illinois
$946K +$42.9K +296 +5%
PWM
452
Paulson Wealth Management
Illinois
$934K -$100K -690 -10%
Lido Advisors
453
Lido Advisors
California
$930K -$158K -1,088 -15%
WI
454
WrapManager Inc
California
$927K -$25.1K -173 -3%
BIM
455
Baldwin Investment Management
Pennsylvania
$916K – – –
NSG
456
Nalls Sherbakoff Group
Tennessee
$916K -$65K -448 -7%
KFP
457
KMG Fiduciary Partners
Ohio
$907K – – –
CWM
458
Chemistry Wealth Management
New York
$905K +$29.7K +205 +3%
Envestnet Portfolio Solutions
459
Envestnet Portfolio Solutions
Illinois
$901K +$487K +3,357 +118%
C
460
Croban
Ohio
$897K +$897K +5,548 New
CAG
461
Csenge Advisory Group
Florida
$897K +$191K +1,315 +27%
IPW
462
Intergy Private Wealth
Colorado
$888K +$24.2K +167 +3%
BWM
463
BKM Wealth Management
Wisconsin
$883K +$883K +6,091 New
WCA
464
Waypoint Capital Advisors
Minnesota
$882K +$1.31K +9 +0.1%
MSFS
465
Main Street Financial Solutions
Pennsylvania
$878K -$2.61K -18 -0.3%
GPA
466
Guidance Point Advisors
Massachusetts
$876K +$6.67K +46 +0.8%
STA
467
Summit Trail Advisors
New York
$865K – – –
MCM
468
MidAtlantic Capital Management
Virginia
$859K +$859K +5,926 New
RIM
469
Rockbridge Investment Management
New York
$854K -$118K -817 -12%
FA
470
FDx Advisors
Illinois
$853K -$290 -2 -0%
EWP
471
Engrave Wealth Partners
Texas
$833K -$14.6M -100,844 -95%
NLP
472
Next Level Private
New York
$821K -$65.1K -449 -7%
CHC
473
City Holding Co
West Virginia
$819K -$5.8K -40 -0.7%
FHA
474
Flagship Harbor Advisors
Massachusetts
$817K +$12.2K +84 +2%
MFG
475
Magnus Financial Group
New York
$816K +$24.9K +172 +3%
17 18
19
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