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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 %
LSPW
626
Lake Street Private Wealth
Illinois
$353K -$8.44K -61 -2%
VPIM
627
Vanguard Personalized Indexing Management
California
$351K -$1.38K -10 -0.4%
GL
628
Graypoint LLC
New York
$350K – – –
BFA
629
Beaumont Financial Advisors
Massachusetts
$349K -$24.1K -174 -6%
WPP
630
Whalerock Point Partners
Rhode Island
$349K – – –
SBIA
631
Sheaff Brock Investment Advisors
Indiana
$347K +$138 +1 +0%
OCM
632
One Capital Management
California
$347K -$59.2K -428 -15%
CCWM
633
Cassaday & Co Wealth Management
Virginia
$346K – – –
BCG
634
Breakwater Capital Group
New Jersey
$345K +$345K +2,495 New
AFG
635
Altiora Financial Group
Ohio
$343K +$7.75K +56 +2%
LWP
636
LMG Wealth Partners
Louisiana
$339K – – –
CIAS
637
Capital Investment Advisory Services
North Carolina
$338K -$18.7K -135 -5%
MCCP
638
Mission Creek Capital Partners
California
$338K +$1.94K +14 +0.6%
NF
639
Nikulski Financial
Iowa
$335K -$55.4K -400 -14%
EAM
640
Evanson Asset Management
California
$335K +$1.11K +8 +0.3%
NAS
641
Nicolet Advisory Services
Wisconsin
$334K -$64.4K -467 -16%
OPPS
642
Obsidian Personal Planning Solutions
Maryland
$334K +$334K +2,415 New
WWM
643
Western Wealth Management
Colorado
$334K +$7.61K +55 +2%
SCG
644
Sonata Capital Group
Washington
$332K – – –
TSS
645
Two Sigma Securities
New York
$330K +$19.9K +144 +6%
LA
646
LexAurum Advisors
Kansas
$329K +$17.6K +127 +6%
BCP
647
Berkeley Capital Partners
Georgia
$327K -$113K -814 -26%
BBA
648
BLB&B Advisors
Pennsylvania
$326K +$28.9K +209 +10%
STA
649
Summit Trail Advisors
New York
$325K +$325K +2,347 New
VBWMG
650
Von Berge Wealth Management Group
California
$320K -$1.8K -13 -0.6%
24 25
26
27 28