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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 %
ORC
601
O'Rourke & Company
Massachusetts
$403K +$830 +6 +0.2%
LWM
602
Lodestone Wealth Management
Washington
$401K -$23.5K -170 -6%
HIC
603
Holderness Investments Company
North Carolina
$400K -$44.4K -321 -10%
RJT
604
Raymond James Trust
Florida
$400K -$30.5K -220 -7%
PFA
605
Professional Financial Advisors
Nebraska
$400K +$83.5K +603 +26%
CCM
606
Coldstream Capital Management
Washington
$394K +$415 +3 +0.1%
KeyBank National Association
607
KeyBank National Association
Ohio
$393K -$11.6K -84 -3%
ACM
608
Advisors Capital Management
New Jersey
$389K +$52.1K +377 +15%
GWA
609
GGM Wealth Advisors
Maryland
$386K +$386K +2,735 New
VCM
610
Virtue Capital Management
Tennessee
$386K -$23K -166 -6%
RCAG
611
Rehmann Capital Advisory Group
Michigan
$386K +$61.6K +445 +19%
QCIG
612
Quad-Cities Investment Group
Iowa
$383K -$6.09K -44 -2%
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$379K -$103K -747 -21%
CA
614
Clearstead Advisors
Ohio
$377K +$117K +842 +45%
RIS
615
Retirement Income Solutions
Michigan
$375K – – –
GIM
616
Goelzer Investment Management
Indiana
$372K -$40K -289 -10%
BFM
617
Broadview Financial Management
Wisconsin
$363K +$2.08K +15 +0.6%
PFP
618
Pinnacle Financial Partners
Tennessee
$362K +$23.2K +168 +7%
RMDI
619
R.M. Davis Inc
Maine
$362K -$43.9K -317 -11%
SWM
620
Silverlake Wealth Management
Vermont
$361K +$29.3K +212 +9%
FW
621
FirstPurpose Wealth
Utah
$360K – – –
WLPWM
622
Walled Lake Planning & Wealth Management
Illinois
$359K -$830 -6 -0.2%
WWP
623
WR Wealth Planners
Missouri
$355K +$296K +2,142 +502%
EWM
624
Executive Wealth Management
Michigan
$355K +$355K +2,565 New
NDSI
625
Newman Dignan & Sheerar Inc
Rhode Island
$355K +$1.11K +8 +0.3%
23 24
25
26 27