VOE icon

Vanguard Mid-Cap Value ETF

886 hedge funds and large institutions have $9.23B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 352 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-19
Holders Change %
-2.1%
% of All Funds
14.13%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.94%
New
55
Increased
352
Reduced
307
Closed
59
Calls
$8.46M
Puts
$637K
Net Calls
+$7.83M
Net Calls Change
-$2.22M
Name Holding Trade Value Shares
Change
Shares
Change %
FFL
526
Financial Freedom LLC
Ohio
$521K -$7.6K -58 -1%
DT
527
Diversified Trust
Tennessee
$518K
GPA
528
Garrison Point Advisors
California
$518K
ECM
529
Evergreen Capital Management
Washington
$515K +$39.6K +302 +8%
EPP
530
ETF Portfolio Partners
Kansas
$514K +$2.62K +20 +0.5%
YWS
531
Yarger Wealth Strategies
Ohio
$512K +$2.75K +21 +0.5%
CFG
532
Citizens Financial Group
Rhode Island
$511K +$2.88K +22 +0.6%
MPCL
533
My Personal CFO LLC
Washington
$509K +$43.3K +331 +9%
PFP
534
Pinnacle Financial Partners
Tennessee
$507K +$164K +1,256 +48%
OC
535
Oppenheimer & Co
New York
$505K -$862K -6,579 -63%
KFI
536
Key Financial Inc
Pennsylvania
$503K +$4.45K +34 +0.9%
AA
537
Argent Advisors
Louisiana
$499K
BTWM
538
Baker Tilly Wealth Management
Wisconsin
$490K -$6.68K -51 -1%
TSS
539
Two Sigma Securities
New York
$488K +$176K +1,345 +56%
MA
540
Montag & Associates
Georgia
$488K
BW
541
Bison Wealth
Georgia
$486K -$7.07K -54 -1%
NP
542
NorthRock Partners
Minnesota
$483K -$86.9K -664 -15%
AIC
543
Archer Investment Corporation
Indiana
$483K
CMBA
544
C.M. Bidwell & Associates
Hawaii
$477K
SAM
545
Synergy Asset Management
Washington
$473K +$473K +3,615 New
BFA
546
Beacon Financial Advisory
Ohio
$463K -$15.5K -110 -3%
ZB
547
Zions Bancorporation
Utah
$463K
CW
548
Channel Wealth
California
$461K +$9.56K +73 +2%
MW
549
Marcum Wealth
Ohio
$461K -$1.96K -15 -0.4%
FPAS
550
Focus Partners Advisor Solutions
Missouri
$459K -$25.7K -196 -5%