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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 %
SG
501
StoneX Group
New York
$632K +$102K +736 +19%
CAC
502
Certified Advisory Corp
Florida
$632K -$63K -455 -9%
SWM
503
SeaCrest Wealth Management
New York
$624K +$554 +4 +0.1%
VCA
504
Verdence Capital Advisors
Maryland
$614K -$145K -1,048 -19%
WMWM
505
Whitaker-Myers Wealth Managers
Ohio
$612K +$194K +1,400 +46%
FVWA
506
Foster Victor Wealth Advisors
South Carolina
$610K +$4.16K +30 +0.7%
FAAM
507
First Ascent Asset Management
Colorado
$605K +$6.5K +47 +1%
FFS
508
Founders Financial Securities
Maryland
$605K +$1.66K +12 +0.3%
NP
509
NorthRock Partners
Minnesota
$602K +$1.11K +8 +0.2%
CD
510
Chapin Davis
Maryland
$601K -$11.1K -80 -2%
NFP
511
Narus Financial Partners
Utah
$601K -$52.4K -379 -8%
LA
512
Latitude Advisors
Florida
$594K -$3.88K -28 -0.6%
MFS
513
McNamara Financial Services
Massachusetts
$592K -$4.1K -29 -0.7%
IC
514
IEQ Capital
California
$591K +$6.37K +46 +1%
NL
515
NWAM LLC
Washington
$591K +$258K +1,864 +77%
CWM
516
Connecticut Wealth Management
Connecticut
$581K -$23.4K -169 -4%
EFL
517
ERn Financial LLC
Wisconsin
$578K -$3.6K -26 -0.6%
MF
518
Meridian Financial
Massachusetts
$568K -$13.1K -95 -2%
CWM
519
Calamos Wealth Management
Illinois
$563K +$15.4K +111 +3%
FIBT
520
First International Bank & Trust
North Dakota
$560K – – –
TI
521
Tidal Investments
Wisconsin
$560K +$560K +4,049 New
FFL
522
Financial Freedom LLC
Ohio
$559K -$3.18K -23 -0.6%
ODIJL
523
One Day In July LLC
Vermont
$557K -$6.37K -46 -1%
Renaissance Technologies
524
Renaissance Technologies
New York
$554K +$554K +4,000 New
Franklin Resources
525
Franklin Resources
California
$549K -$2.63K -19 -0.5%
19 20
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