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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 %
HIC
626
Holderness Investments Company
North Carolina
$414K +$145 +1 +0%
MA
627
Montag & Associates
Georgia
$412K -$128K -885 -24%
WWP
628
WR Wealth Planners
Missouri
$412K +$20.3K +140 +5%
4WM
629
49 Wealth Management
Texas
$410K +$410K +2,831 New
PA
630
Parallel Advisors
California
$406K -$28.9K -199 -7%
CCM
631
Coldstream Capital Management
Washington
$404K – – –
RCAG
632
Rehmann Capital Advisory Group
Michigan
$403K -$725 -5 -0.2%
TW
633
Traveka Wealth
California
$400K +$400K +2,756 New
QCIG
634
Quad-Cities Investment Group
Iowa
$399K +$9.29K +64 +2%
SIMC
635
Squire Investment Management Company
Utah
$397K +$397K +2,738 New
SCA
636
Snowden Capital Advisors
New York
$395K – – –
VPP
637
Vertex Planning Partners
Illinois
$394K +$87K +600 +28%
CCM
638
Crabel Capital Management
California
$392K +$392K +2,703 New
MWM
639
Mission Wealth Management
California
$390K +$112K +771 +40%
CL
640
Cabana LLC
Arkansas
$388K +$388K +2,678 New
GWA
641
GGM Wealth Advisors
Maryland
$386K -$2.15K -15 -0.6%
PA
642
Paragon Advisors
Texas
$385K -$2.9K -20 -0.7%
HIP
643
HUB Investment Partners
Texas
$383K +$383K +2,644 New
VCA
644
Verdence Capital Advisors
Maryland
$383K -$118K -812 -24%
LWM
645
Lodestone Wealth Management
Washington
$378K +$870 +6 +0.2%
WLPWM
646
Walled Lake Planning & Wealth Management
Illinois
$378K +$580 +4 +0.2%
FW
647
FirstPurpose Wealth
Utah
$377K – – –
VCM
648
Virtue Capital Management
Tennessee
$376K -$23.7K -165 -6%
EF
649
Empowered Funds
Pennsylvania
$376K +$376K +2,595 New
ACM
650
Advisors Capital Management
New Jersey
$375K -$30.6K -211 -8%
24 25
26
27 28