VOE icon

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 %
CFA
501
Cahill Financial Advisors
Minnesota
$741K -$30.2K -208 -4%
TC
502
TownSquare Capital
Utah
$738K -$20.7K -143 -3%
EWP
503
Elevation Wealth Partners
California
$732K +$732K +5,586 New
JWA
504
JFS Wealth Advisors
Pennsylvania
$729K -$9.43K -65 -1%
PI
505
PFG Investments
New York
$729K +$12.3K +85 +2%
TBWA
506
Three Bridge Wealth Advisors
California
$726K +$24.2K +167 +3%
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$725K +$262K +1,806 +57%
CHA
508
Carmichael Hill & Associates
Maryland
$715K -$20.2K -139 -3%
HNB
509
Huntington National Bank
Ohio
$713K -$708K – –
HP
510
Holistic Planning
Texas
$704K +$704K +4,857 New
EFS
511
Essex Financial Services
Connecticut
$701K -$119K -821 -15%
GCM
512
G2 Capital Management
Ohio
$700K – – –
PB
513
Pinnacle Bancorp
Nebraska
$691K +$252K +1,735 +57%
KA
514
Kovack Advisors
Florida
$690K -$63.8K -440 -8%
NFP
515
Narus Financial Partners
Utah
$683K +$61.8K +426 +10%
WAM
516
WNY Asset Management
New York
$682K -$2.07M -14,282 -75%
FAT
517
First American Trust
California
$682K -$110K -761 -14%
ACP
518
Aveo Capital Partners
Colorado
$679K +$63.7K +439 +10%
SAG
519
SageView Advisory Group
California
$678K +$40K +277 +6%
LWM
520
Liberty Wealth Management
California
$676K -$55.6M -4,605 -99%
CWM
521
Connecticut Wealth Management
Connecticut
$676K – – –
SW
522
SVB Wealth
Massachusetts
$673K +$422K +2,909 +168%
JPLA
523
Joseph P. Lucia & Associates
New York
$669K -$64.7K -446 -9%
JCM
524
Jacobi Capital Management
Pennsylvania
$667K -$38.6K -266 -5%
SWM
525
SeaCrest Wealth Management
New York
$666K +$6.33K +44 +1%
19 20
21
22 23