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 %
FA
526
Financial Alternatives
California
$664K -$1.02K -7 -0.2%
LCWP
527
Legacy Capital Wealth Partners
Arkansas
$656K – – –
CT
528
Colonial Trust
South Carolina
$653K – – –
RWP
529
RWA Wealth Partners
Massachusetts
$651K -$289K -1,995 -31%
1IA
530
1834 Investment Advisors
Wisconsin
$649K -$7.54K -52 -1%
BCA
531
Bay Colony Advisors
Massachusetts
$649K +$38.6K +266 +6%
CWM
532
Collaborative Wealth Management
Florida
$645K -$31.2K -215 -5%
IA
533
IFP Advisors
Florida
$645K -$394K -2,718 -38%
MFS
534
McNamara Financial Services
Massachusetts
$641K +$30.5K +210 +5%
MF
535
Meridian Financial
Massachusetts
$629K +$14.2K +98 +2%
CD
536
Chapin Davis
Maryland
$629K -$1.45K -10 -0.2%
FIA
537
Foundations Investment Advisors
Arizona
$627K -$74.5K -516 -11%
FVWA
538
Foster Victor Wealth Advisors
South Carolina
$626K -$10.2K -70 -2%
CPRC
539
Consolidated Portfolio Review Corp
New York
$623K -$101K -699 -14%
PIA
540
Pinion Investment Advisors
Kansas
$618K -$116K -799 -16%
NB
541
NBT Bank
New York
$616K +$128K +884 +26%
FFS
542
Founders Financial Securities
Maryland
$610K +$5.37K +37 +0.9%
GIA
543
GHP Investment Advisors
Colorado
$604K +$207K +1,430 +52%
BB
544
Busey Bank
Illinois
$594K – – –
PFP
545
Pinnacle Financial Partners
Tennessee
$590K +$28.3K +195 +5%
CWM
546
Calamos Wealth Management
Illinois
$590K – – –
CC
547
Courier Capital
New York
$589K -$183K -1,263 -24%
EFL
548
ERn Financial LLC
Wisconsin
$588K -$141 -1 -0%
ODIJL
549
One Day In July LLC
Vermont
$587K -$2.32K -16 -0.4%
FIBT
550
First International Bank & Trust
North Dakota
$587K – – –
20 21
22
23 24