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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
Pacific Life Fund Advisors
California
+$102M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$62.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.7M
4
Betterment LLC
Betterment LLC
New York
+$38.3M
5
SGAM
Stephens Group Asset Management
Arkansas
+$18.5M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$100M
2
EWA
EP Wealth Advisors
California
-$95.1M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$67.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$48.4M
5
Truist Financial
Truist Financial
North Carolina
-$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
476
Carmichael Hill & Associates
Maryland
$713K -$16.5K -119 -2%
NCM
477
Novare Capital Management
North Carolina
$709K – – –
MLA
478
My Legacy Advisors
Oregon
$705K +$13.7K +96 +2%
UFA
479
US Financial Advisors
Massachusetts
$704K +$3.46K +25 +0.5%
AIA
480
Ally Invest Advisors
North Carolina
$704K +$218K +1,577 +45%
LFAS
481
Level Four Advisory Services
Texas
$697K +$697K +5,037 New
JCM
482
Jacobi Capital Management
Pennsylvania
$695K +$1.38K +10 +0.2%
CPRC
483
Consolidated Portfolio Review Corp
New York
$694K -$101K -727 -13%
AMM
484
American Money Management
California
$694K -$35.8K -259 -5%
FAT
485
First American Trust
California
$693K +$284K +2,054 +69%
JWA
486
JFS Wealth Advisors
Pennsylvania
$693K +$192K +1,385 +38%
PI
487
PFG Investments
New York
$680K -$5.12K -37 -0.7%
GCM
488
G2 Capital Management
Ohio
$668K – – –
GIA
489
Gladstone Institutional Advisory
Florida
$668K -$13.7K -99 -2%
CWM
490
Collaborative Wealth Management
Florida
$663K -$193K -1,394 -23%
TBWA
491
Three Bridge Wealth Advisors
California
$661K +$20.1K +145 +3%
CAG
492
Csenge Advisory Group
Florida
$657K -$14.8K -107 -2%
CT
493
Colonial Trust
South Carolina
$648K -$27K -195 -4%
SAG
494
SageView Advisory Group
California
$639K -$1.31M -9,434 -67%
BCA
495
Bay Colony Advisors
Massachusetts
$635K -$23.8K -172 -4%
FA
496
Financial Alternatives
California
$634K – – –
1IA
497
1834 Investment Advisors
Wisconsin
$634K -$41.8K -302 -6%
LWM
498
Liberty Wealth Management
California
$633K +$138 +1 +0%
PIA
499
Pinion Investment Advisors
Kansas
$632K +$211K +1,522 +50%
MMPW
500
Mitchell McLeod Pugh & Williams
Alabama
$632K +$39.4K +285 +7%
18 19
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