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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

966 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 136 funds opening new positions, 338 increasing their positions, 328 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+80
Holders Change %
+9.03%
% of All Funds
14.16%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.89%
New
136
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
$1.24B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$411M
3
AssetMark Inc
AssetMark Inc
California
$441M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.6M
5
Betterment LLC
Betterment LLC
New York
$1.57B

Top Sellers

1
LWM
Liberty Wealth Management
California
$676K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$219M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$262M
4
Charles Schwab
Charles Schwab
California
$77M
5
MMA
Miracle Mile Advisors
California
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$68.1M +$523K +3,608 +0.8%
EH
27
Equitable Holdings
New York
$67.7M +$4.08M +28,140 +6%
MD
28
Money Design
Japan
$66.2M +$4.81M +33,193 +8%
Truist Financial
29
Truist Financial
North Carolina
$62.5M -$7.5M -51,734 -11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$62.4M +$4.07M +28,052 +7%
US Bancorp
31
US Bancorp
Minnesota
$60.9M +$4.53M +31,250 +8%
AWM
32
Avior Wealth Management
Nebraska
$59.3M -$1.01M -6,946 -2%
OWM
33
Orgel Wealth Management
Wisconsin
$57.6M +$7.27M +50,103 +14%
Mariner
34
Mariner
Kansas
$57.2M +$384K +2,650 +0.7%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$51.6M +$21M +144,733 +69%
LNC
36
Lincoln National Corp
Pennsylvania
$47.9M +$1.78M +12,243 +4%
RA
37
Rodgers & Associates
Pennsylvania
$46.6M +$2.06M +14,230 +5%
Creative Planning
38
Creative Planning
Kansas
$44.3M -$1.18M -8,161 -3%
TC
39
Trust Company
Kansas
$41.5M +$3.48M +24,031 +9%
MML Investors Services
40
MML Investors Services
Massachusetts
$41.2M +$1.24M +8,536 +3%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$38.6M +$764K +5,269 +2%
PAG
42
Private Advisor Group
New Jersey
$37.4M +$1.29M +8,892 +4%
IWA
43
Inspirion Wealth Advisors
Illinois
$37.1M +$1.15M +7,882 +3%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$36.8M +$36.8M +253,451 New
RJA
45
Raymond James & Associates
Florida
$36.5M +$10.6M +73,120 +41%
MAM
46
Marotta Asset Management
Virginia
$35.6M -$379K -2,615 -1%
ML
47
McAdam LLC
Pennsylvania
$34.5M +$2.58M +17,815 +8%
KF
48
Krilogy Financial
Missouri
$33.4M +$1.6M +11,001 +5%
FWP
49
Falcon Wealth Planning
California
$30.2M +$900K +6,204 +3%
CCM
50
Condor Capital Management
New Jersey
$29.9M -$226K -1,560 -0.8%
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