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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 %
DT
526
Diversified Trust
Tennessee
$547K +$125K +900 +29%
GPA
527
Garrison Point Advisors
California
$547K -$1.38K -10 -0.3%
TCBWMS
528
Texas Capital Bank Wealth Management Services
Texas
$543K – – –
EPP
529
ETF Portfolio Partners
Kansas
$541K +$156K +1,129 +41%
YWS
530
Yarger Wealth Strategies
Ohio
$538K -$243K -1,754 -31%
CFG
531
Citizens Financial Group
Rhode Island
$537K +$2.91K +21 +0.5%
LSA
532
Lansing Street Advisors
Pennsylvania
$531K -$222K -1,602 -29%
AA
533
Argent Advisors
Louisiana
$527K – – –
KFI
534
Key Financial Inc
Pennsylvania
$527K – – –
BTWM
535
Baker Tilly Wealth Management
Wisconsin
$524K +$18.8K +136 +4%
BW
536
Bison Wealth
Georgia
$521K +$521K +3,764 New
MA
537
Montag & Associates
Georgia
$515K – – –
PP
538
Pegasus Partners
Wisconsin
$514K – – –
FPAS
539
Focus Partners Advisor Solutions
Missouri
$512K +$45.1K +326 +10%
BB
540
Busey Bank
Illinois
$511K – – –
AIC
541
Archer Investment Corporation
Indiana
$510K -$6.64K -48 -1%
ACP
542
Aveo Capital Partners
Colorado
$507K +$4.57K +33 +0.9%
CMBA
543
C.M. Bidwell & Associates
Hawaii
$504K -$3.18K -23 -0.6%
ECM
544
Evergreen Capital Management
Washington
$503K +$180K +1,302 +56%
BFA
545
Beacon Financial Advisory
Ohio
$502K +$8.61K +58 +2%
NB
546
Northwest Bancshares
Pennsylvania
$502K -$41.5K -300 -8%
SEP
547
Southland Equity Partners
Missouri
$497K +$24.6K +178 +5%
PA
548
Parallel Advisors
California
$496K -$76.2K -551 -13%
ACA
549
Aptus Capital Advisors
Alabama
$492K +$43.2K +312 +10%
MPCL
550
My Personal CFO LLC
Washington
$492K +$236K +1,702 +92%
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