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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 %
RRA
651
Round Rock Advisors
Connecticut
$320K -$9K -65 -3%
PMFA
652
Plante Moran Financial Advisors
Michigan
$318K -$55.8K -403 -15%
WSTAM
653
Wilbanks Smith & Thomas Asset Management
Virginia
$315K -$489K -3,536 -61%
HB
654
Horizon Bancorp
Indiana
$312K +$312K +2,256 New
NB
655
Nicolet Bankshares
Wisconsin
$309K -$6.5K -47 -2%
WP
656
Wealthspan Partners
Iowa
$309K – – –
DWP
657
Destiny Wealth Partners
Florida
$307K – – –
AWS
658
AJ Wealth Strategies
New York
$302K -$102K -736 -25%
AWA
659
Arkadios Wealth Advisors
Georgia
$302K -$3.05K -22 -1%
BTI
660
Blue Trust Inc
Georgia
$299K +$31.2K +233 +12%
SL
661
Salomon & Ludwin
Virginia
$298K -$2.49K -18 -0.8%
VWA
662
V Wealth Advisors
Kansas
$293K -$2.35K -17 -0.8%
VPP
663
Vertex Planning Partners
Illinois
$293K – – –
MWM
664
MorganRosel Wealth Management
Colorado
$291K +$14K +101 +5%
CB
665
Cadence Bank
Mississippi
$290K -$236K -1,703 -45%
HAG
666
HF Advisory Group
Maryland
$289K -$12.2K -88 -4%
CAMG
667
CWA Asset Management Group
Florida
$289K -$16.3K -118 -5%
CM
668
Cornerstone Management
Georgia
$287K +$1.38K +10 +0.5%
CTA
669
Colonial Trust Advisors
South Carolina
$287K – – –
D
670
Diversified
Delaware
$287K +$12.5K +90 +5%
DWT
671
Dorsey & Whitney Trust
South Dakota
$286K – – –
GFWA
672
Grey Fox Wealth Advisors
Delaware
$285K – – –
AllianceBernstein
673
AllianceBernstein
Tennessee
$285K +$15.1K +109 +6%
IFWM
674
Institute for Wealth Management
Colorado
$284K +$31.8K +230 +13%
OA
675
Oxbow Advisors
Texas
$282K -$26K -188 -8%
25 26
27
28 29