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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

967 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 137 funds opening new positions, 338 increasing their positions, 328 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
967
Holders Change
+81
Holders Change %
+9.14%
% of All Funds
14.17%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.89%
New
137
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
+$622M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.5M
3
AssetMark Inc
AssetMark Inc
California
+$23.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21M
5
Betterment LLC
Betterment LLC
New York
+$19.8M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$55.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$39M
4
Charles Schwab
Charles Schwab
California
-$24.8M
5
MMA
Miracle Mile Advisors
California
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
476
US Financial Advisors
Massachusetts
$811K +$37.8K +261 +5%
MFA
477
McClarren Financial Advisors
Pennsylvania
$805K +$361K +2,489 +81%
IAG
478
Investmark Advisory Group
Connecticut
$801K +$348K +2,400 +77%
GJIA
479
Glass Jacobson Investment Advisors
Maryland
$796K -$162K -1,114 -17%
SLT
480
St Louis Trust
Missouri
$795K – – –
WMWM
481
Whitaker-Myers Wealth Managers
Ohio
$794K +$63.4K +437 +9%
AA
482
Ancora Advisors
Ohio
$793K -$244K -1,684 -24%
AWM
483
Aspire Wealth Management
Massachusetts
$793K -$520K -3,588 -40%
HWA
484
Heartwood Wealth Advisors
Virginia
$786K – – –
HB
485
Horizon Bancorp
Indiana
$785K +$377K +2,600 +92%
MMPW
486
Mitchell McLeod Pugh & Williams
Alabama
$783K +$66.1K +456 +9%
NSIM
487
North Star Investment Management
Illinois
$781K +$3.19K +22 +0.4%
GIA
488
Gladstone Institutional Advisory
Florida
$779K +$62.2K +429 +9%
SIG
489
Sargent Investment Group
Maryland
$777K -$3.59M -24,729 -82%
IA
490
Inspire Advisors
Idaho
$774K -$3.67M -25,275 -83%
FOA
491
Five Oceans Advisors
California
$770K -$24.8K -171 -3%
AWA
492
Aaron Wealth Advisors
Illinois
$765K – – –
LG
493
LAM Group
Oregon
$765K – – –
AWA
494
Amplius Wealth Advisors
Pennsylvania
$760K -$66.7K -460 -8%
FA
495
FC Advisory
Pennsylvania
$748K -$120K -828 -14%
SFP
496
Strategic Financial Partners
Oregon
$748K +$290 +2 +0%
CFG
497
Citizens Financial Group
Rhode Island
$747K +$182K +1,254 +32%
RFS
498
Retirement Financial Solutions
Tennessee
$744K +$5.66K +39 +0.8%
NCM
499
Novare Capital Management
North Carolina
$743K – – –
MLA
500
My Legacy Advisors
Oregon
$742K +$51.9K +361 +8%
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