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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 %
ZB
551
Zions Bancorporation
Utah
$489K -$158K -1,141 -24%
MW
552
Marcum Wealth
Ohio
$489K -$175K -1,262 -26%
SW
553
SkyOak Wealth
Michigan
$482K -$114K -821 -19%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$480K +$138 +1 +0%
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$479K -$8.44M -61,016 -95%
Vanguard Group
556
Vanguard Group
Pennsylvania
$479K +$88.6K +640 +23%
AWM
557
Atticus Wealth Management
Florida
$478K -$203K -1,467 -30%
CW
558
Channel Wealth
California
$477K -$94.2K -681 -16%
WA
559
WP Advisors
California
$477K +$2.63K +19 +0.6%
LFA
560
LGT Financial Advisors
Texas
$476K +$476K +3,441 New
NB
561
NBT Bank
New York
$475K +$24.5K +177 +5%
FWI
562
Facet Wealth Inc
Maryland
$475K -$96K -675 -17%
WFPG
563
Waller Financial Planning Group
Ohio
$473K +$8.03K +58 +2%
SWPG
564
Strategic Wealth Partners Group
Illinois
$469K +$138 +1 +0%
PA
565
PFG Advisors
Arizona
$466K +$21.2K +153 +5%
CGA
566
Crescent Grove Advisors
Illinois
$466K – – –
WF
567
Warner Financial
Maryland
$464K +$16.2K +117 +4%
SAM
568
S.A. Mason
Michigan
$463K – – –
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$461K -$53.7K -388 -10%
SFA
570
Sequoia Financial Advisors
Ohio
$461K +$14.5K +105 +3%
AWM
571
Apollon Wealth Management
South Carolina
$459K +$46.8K +338 +11%
TFA
572
TPG Financial Advisors
Oregon
$458K +$29.5K +213 +7%
SCA
573
Snowden Capital Advisors
New York
$458K -$33.9K -245 -7%
LTL
574
Lowery Thomas LLC
California
$457K +$7.06K +51 +2%
CHJWM
575
Carlton Hofferkamp & Jenks Wealth Management
Texas
$454K – – –
21 22
23
24 25