VOE icon

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 %
LB
576
Leo Brokerage
Texas
$449K -$14.8K -107 -3%
SFC
577
Strategic Financial Concepts
Texas
$448K +$11.5K +83 +3%
NAMP
578
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K – – –
CF
579
Centaurus Financial
California
$445K -$115K -832 -21%
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$443K -$278K -2,009 -39%
S
581
SignatureFD
Georgia
$441K -$100K -726 -19%
HIS
582
Horizon Investment Services
Indiana
$439K -$11.2K -81 -2%
DAS
583
Dynamic Advisor Solutions
Arizona
$436K -$174K -1,255 -28%
FB
584
First Bancorp
Maine
$436K – – –
SIC
585
Salem Investment Counselors
North Carolina
$431K +$4.15K +30 +1%
ST
586
Smithfield Trust
Pennsylvania
$429K – – –
PTC
587
Private Trust Company
Ohio
$423K -$8.16K -59 -2%
LPAM
588
Lodestar Private Asset Management
California
$423K +$5.26K +38 +1%
PB
589
Pinnacle Bancorp
Nebraska
$423K +$18.1K +131 +4%
MFA
590
McClarren Financial Advisors
Pennsylvania
$421K +$222K +1,608 +112%
USCWA
591
U.S. Capital Wealth Advisors
Texas
$419K -$81.6K -590 -16%
BIAS
592
Beacon Investment Advisory Services
New Jersey
$415K +$415K +3,000 New
SSI
593
Scott & Selber Inc
Texas
$415K – – –
TFGT
594
TS Financial Group (TSFG)
Illinois
$411K – – –
KA
595
Klingman & Associates
New York
$407K -$16.6K -120 -4%
WB
596
WesBanco Bank
West Virginia
$406K +$42.4K +306 +12%
MCCA
597
Mill Creek Capital Advisors
Pennsylvania
$406K +$406K +2,932 New
VF
598
VitalStone Financial
Texas
$405K -$53K -394 -12%
FPCG
599
Forum Private Client Group
Indiana
$404K +$3.04K +22 +0.8%
SW
600
SVB Wealth
Massachusetts
$404K -$58.8K -425 -13%
22 23
24
25 26