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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 %
PP
551
Pegasus Partners
Wisconsin
$585K – – –
RA
552
RFG Advisory
Alabama
$583K -$907K -6,258 -61%
FFL
553
Financial Freedom LLC
Ohio
$580K +$2.9K +20 +0.5%
DT
554
Diversified Trust
Tennessee
$579K +$4.93K +34 +0.9%
GPA
555
Garrison Point Advisors
California
$574K – – –
FFN
556
Focus Financial Network
Minnesota
$572K -$671K -4,626 -54%
YWS
557
Yarger Wealth Strategies
Ohio
$572K +$4.35K +30 +0.8%
EPP
558
ETF Portfolio Partners
Kansas
$570K +$870 +6 +0.2%
TCWA
559
Turtle Creek Wealth Advisors
Texas
$569K +$569K +3,921 New
AMM
560
American Money Management
California
$559K -$118K -814 -17%
CFGA
561
Cambridge Financial Group (Arizona)
Arizona
$554K +$554K +3,818 New
AA
562
Argent Advisors
Louisiana
$552K – – –
NL
563
NWAM LLC
Washington
$546K +$284K +1,960 +109%
KFI
564
Key Financial Inc
Pennsylvania
$538K -$19K -131 -3%
CMBA
565
C.M. Bidwell & Associates
Hawaii
$528K – – –
SAM
566
S.A. Mason
Michigan
$527K +$26.2K +181 +5%
LTL
567
Lowery Thomas LLC
California
$527K -$103K -710 -16%
ECM
568
Evergreen Capital Management
Washington
$524K -$46.6K -321 -8%
SAM
569
Synergy Asset Management
Washington
$524K -$290 -2 -0.1%
MWM
570
MGB Wealth Management
Texas
$520K +$520K +3,588 New
CIAS
571
Capital Investment Advisory Services
North Carolina
$517K +$24.9K +172 +5%
WF
572
Warner Financial
Maryland
$516K +$27.4K +189 +6%
PCS
573
Private Client Services
Kentucky
$515K +$515K +3,555 New
BW
574
Bison Wealth
Georgia
$515K -$22.6K -156 -4%
AIC
575
Archer Investment Corporation
Indiana
$513K -$21.5K -148 -4%
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