We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF
VOE

909 hedge funds and large institutions have $9.85B invested in Vanguard Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 348 increasing their positions, 336 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,792% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $360K

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

11% more funds holding in top 10

Funds holding in top 10: 57 → 63 (+6)

1.61% more ownership

Funds ownership: 60.99% → 62.61% (+1.6%)

4% more capital invested

Capital invested by funds: $9.43B → $9.85B (+$415M)

4% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 336

0% more funds holding

Funds holding: 905 → 909 (+4)

Holders
909
Holders Change
+4
Holders Change %
+0.44%
% 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
69
Increased
348
Reduced
336
Closed
57
Calls
$10.4M
Puts
$360K
Net Calls
+$10.1M
Net Calls Change
+$4.25M

Top Buyers

Rank Fund Capital Flow
1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$278M
2
PLFA
Pacific Life Fund Advisors
California
+$98.7M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$60M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.3M
5
Betterment LLC
Betterment LLC
New York
+$36.9M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$96.6M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$64.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$46.7M
4
Truist Financial
Truist Financial
North Carolina
-$37.6M
5
UBS Group
UBS Group
Switzerland
-$22.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
26
SYM Financial Corp
Indiana
$62.6M +$2.31M +17,361 +4%
MGIA
27
Moneta Group Investment Advisors
Missouri
$60.3M +$6.01M +45,049 +12%
AWM
28
Avior Wealth Management
Nebraska
$55.2M +$3.2M +23,972 +6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$53.8M +$440K +3,304 +0.9%
US Bancorp
30
US Bancorp
Minnesota
$53.4M -$6.79M -50,922 -12%
EH
31
Equitable Holdings
New York
$53.4M -$1.45M -10,867 -3%
Mariner
32
Mariner
Kansas
$53.3M +$3.27M +24,527 +7%
MD
33
Money Design
Japan
$52.5M +$5.38M +40,394 +12%
MMA
34
Miracle Mile Advisors
California
$49.4M +$1.33M +10,000 +3%
OWM
35
Orgel Wealth Management
Wisconsin
$46.7M +$3.76M +28,186 +9%
CG
36
Colony Group
Massachusetts
$44.5M +$661K +4,956 +2%
Creative Planning
37
Creative Planning
Kansas
$43.2M -$1.05M -7,851 -2%
LNC
38
Lincoln National Corp
Pennsylvania
$43.2M +$2.62M +19,661 +7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$41.5M -$1.02M -7,645 -2%
RA
40
Rodgers & Associates
Pennsylvania
$40.2M +$1.23M +9,237 +3%
MML Investors Services
41
MML Investors Services
Massachusetts
$39.6M +$1.67M +12,556 +5%
TC
42
Trust Company
Kansas
$37.3M +$1.66M +12,486 +5%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$36.4M +$302K +2,262 +0.9%
MAM
44
Marotta Asset Management
Virginia
$35.6M +$34.3M +257,383 New
PAG
45
Private Advisor Group
New Jersey
$35.4M +$302K +2,264 +0.9%
IWA
46
Inspirion Wealth Advisors
Illinois
$33.4M +$1.11M +8,329 +4%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$32.8M -$13.2M -99,354 -30%
CCM
48
Condor Capital Management
New Jersey
$31.4M +$100K +751 +0.3%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$30.7M -$64.7M -485,229 -69%
KF
50
Krilogy Financial
Missouri
$30.4M +$1.06M +7,967 +4%
1
2
3 4 5

VOE Hedge Fund Activity: Q2 2023 in Review

909 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2023, worth a combined $9.85B — up 4.4% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VOE positions and 57 closed out — a net gain of 12 holders — while 348 added to existing stakes and 336 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $278M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $96.6M.

  • 909 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2023, up from 905 in Q1 2023.
  • Funds reported $9.85B of Vanguard Mid-Cap Value ETF stock for Q2 2023, up 4.4% quarter-over-quarter.
  • 69 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2023 and 57 closed out, a net change of +12 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $278M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q2 2023 was TD Ameritrade Investment Management, an estimated $96.6M sold.

Based on aggregated 13F filings for Q2 2023.