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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
1
Pacific Life Fund Advisors
California
$102M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$79.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$245M
4
Betterment LLC
4
Betterment LLC
New York
$1.45B
5
SGAM
5
Stephens Group Asset Management
Arkansas
$140M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$122M
2
EWA
2
EP Wealth Advisors
California
$69.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$30.7M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$15.2M
5
Truist Financial
5
Truist Financial
North Carolina
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
26
SYM Financial Corp
Indiana
$62.6M +$2.4M +17,361 +4%
MGIA
27
Moneta Group Investment Advisors
Missouri
$60.3M +$6.23M +45,049 +12%
AWM
28
Avior Wealth Management
Nebraska
$55.2M +$3.32M +23,972 +6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$53.8M +$457K +3,304 +0.9%
US Bancorp
30
US Bancorp
Minnesota
$53.4M -$7.05M -50,922 -12%
EH
31
Equitable Holdings
New York
$53.4M -$1.5M -10,867 -3%
Mariner
32
Mariner
Kansas
$53.3M +$3.39M +24,527 +7%
MD
33
Money Design
Japan
$52.5M +$5.59M +40,394 +12%
MMA
34
Miracle Mile Advisors
California
$49.4M +$1.38M +10,000 +3%
OWM
35
Orgel Wealth Management
Wisconsin
$46.7M +$3.9M +28,186 +9%
CG
36
Colony Group
Massachusetts
$44.5M +$686K +4,956 +2%
Creative Planning
37
Creative Planning
Kansas
$43.2M -$1.09M -7,851 -2%
LNC
38
Lincoln National Corp
Pennsylvania
$43.2M +$2.72M +19,661 +7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$41.5M -$1.06M -7,645 -2%
RA
40
Rodgers & Associates
Pennsylvania
$40.2M +$1.28M +9,237 +3%
MML Investors Services
41
MML Investors Services
Massachusetts
$39.6M +$1.74M +12,556 +5%
TC
42
Trust Company
Kansas
$37.3M +$1.73M +12,486 +5%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$36.4M +$313K +2,262 +0.9%
MAM
44
Marotta Asset Management
Virginia
$35.6M +$35.6M +257,383 New
PAG
45
Private Advisor Group
New Jersey
$35.4M +$322K +2,264 +0.9%
IWA
46
Inspirion Wealth Advisors
Illinois
$33.4M +$1.15M +8,329 +4%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$32.8M -$13.7M -99,354 -30%
CCM
48
Condor Capital Management
New Jersey
$31.4M +$104K +751 +0.3%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$30.7M -$67.1M -485,229 -69%
KF
50
Krilogy Financial
Missouri
$30.4M +$1.1M +7,967 +4%
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