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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 %
ZB
576
Zions Bancorporation
Utah
$512K – – –
MW
577
Marcum Wealth
Ohio
$512K +$1.45K +10 +0.3%
IFPL
578
Investments & Financial Planning LLC
Kentucky
$505K -$3.82M -26,323 -88%
PGA
579
Portland Global Advisors
Maine
$502K +$502K +3,465 New
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$500K -$3.48K -24 -0.7%
DAS
581
Dynamic Advisor Solutions
Arizona
$498K +$55.7K +387 +13%
TFA
582
TPG Financial Advisors
Oregon
$497K +$116K +802 +31%
HR
583
Howe & Rusling
New York
$494K +$23.6K +163 +5%
WA
584
WP Advisors
California
$492K +$3.77K +26 +0.8%
SWPG
585
Strategic Wealth Partners Group
Illinois
$492K +$145 +1 +0%
SFA
586
Sequoia Financial Advisors
Ohio
$489K +$28.4K +196 +6%
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$483K – – –
SEP
588
Southland Equity Partners
Missouri
$482K -$19.1K -132 -4%
CF
589
Centaurus Financial
California
$482K +$13.8K +95 +3%
GVAG
590
Great Valley Advisor Group
Delaware
$480K -$279K -1,926 -37%
BFA
591
Beacon Financial Advisory
Ohio
$478K -$32.9K -211 -6%
AWM
592
Aviso Wealth Management
Washington
$475K +$475K +3,274 New
WFPG
593
Waller Financial Planning Group
Ohio
$474K -$21.7K -150 -4%
AllianceBernstein
594
AllianceBernstein
Tennessee
$472K +$143K +989 +44%
MPCL
595
My Personal CFO LLC
Washington
$470K -$93.4K -644 -17%
ORC
596
O'Rourke & Company
Massachusetts
$469K +$35K +241 +8%
FPAS
597
Focus Partners Advisor Solutions
Missouri
$465K -$42.3K -292 -8%
HIS
598
Horizon Investment Services
Indiana
$464K -$725 -5 -0.2%
USCWA
599
U.S. Capital Wealth Advisors
Texas
$463K -$37.4K -258 -7%
RFS
600
Richardson Financial Services
Massachusetts
$458K +$458K +3,157 New
22 23
24
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