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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

886 hedge funds and large institutions have $9.23B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 352 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-19
Holders Change %
-2.1%
% of All Funds
14.13%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.94%
New
55
Increased
352
Reduced
307
Closed
59
Calls
$8.46M
Puts
$637K
Net Calls
+$7.83M
Net Calls Change
-$2.22M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$91.9M
2
EWA
2
EP Wealth Advisors
California
$73M
3
Betterment LLC
3
Betterment LLC
New York
$1.4B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$27.4M
5
SP
5
Symmetry Partners
Connecticut
$22.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$263M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$113M
3
UBS Group
3
UBS Group
Switzerland
$211M
4
Bank of America
4
Bank of America
North Carolina
$408M
5
MMA
5
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$61.1M +$709K +5,417 +1%
SFC
27
SYM Financial Corp
Indiana
$60.5M +$1.24M +9,503 +2%
EH
28
Equitable Holdings
New York
$57.4M +$6.91M +52,771 +14%
MD
29
Money Design
Japan
$55.4M +$5.77M +44,054 +12%
AWM
30
Avior Wealth Management
Nebraska
$54.4M +$2.19M +16,714 +4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$52.7M +$1.76M +13,422 +3%
Mariner
32
Mariner
Kansas
$51.3M +$860K +6,567 +2%
US Bancorp
33
US Bancorp
Minnesota
$50.9M +$305K +2,332 +0.6%
OWM
34
Orgel Wealth Management
Wisconsin
$45.4M +$1.22M +9,331 +3%
LNC
35
Lincoln National Corp
Pennsylvania
$41.7M +$773K +5,905 +2%
CG
36
Colony Group
Massachusetts
$41.4M -$726K -5,542 -2%
Creative Planning
37
Creative Planning
Kansas
$41M +$138K +1,052 +0.3%
RA
38
Rodgers & Associates
Pennsylvania
$40.2M +$2.14M +16,344 +6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$37.6M -$3.39M -24,771 -8%
MML Investors Services
40
MML Investors Services
Massachusetts
$36.1M -$1.39M -10,576 -4%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$35M +$3.94M +30,123 +13%
TC
42
Trust Company
Kansas
$34.4M -$958K -7,316 -3%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$34.2M -$291K -2,224 -0.8%
PAG
44
Private Advisor Group
New Jersey
$32.6M +$47.4K +362 +0.1%
MAM
45
Marotta Asset Management
Virginia
$32.5M -$1.25M -9,540 -4%
IWA
46
Inspirion Wealth Advisors
Illinois
$32.4M +$772K +5,898 +2%
ML
47
McAdam LLC
Pennsylvania
$28.8M +$3.68M +28,121 +15%
KF
48
Krilogy Financial
Missouri
$28.7M -$66K -504 -0.2%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$27.6M +$1M +7,670 +4%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$27.4M +$27.4M +208,952 New
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