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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 %
NDSI
651
Newman Dignan & Sheerar Inc
Rhode Island
$375K +$1.74K +12 +0.5%
LSPW
652
Lake Street Private Wealth
Illinois
$371K +$145 +1 +0%
OA
653
Oxbow Advisors
Texas
$369K +$70.8K +488 +24%
H
654
HoyleCohen
California
$368K +$99.2K +684 +37%
WWM
655
Western Wealth Management
Colorado
$367K +$870 +6 +0.2%
BFA
656
Beaumont Financial Advisors
Massachusetts
$365K – – –
NF
657
Nikulski Financial
Iowa
$364K – – –
PA
658
PFG Advisors
Arizona
$363K -$97.9K -675 -21%
CCWM
659
Cassaday & Co Wealth Management
Virginia
$363K -$1.02K -7 -0.3%
MCCP
660
Mission Creek Capital Partners
California
$359K +$2.76K +19 +0.8%
HAG
661
HF Advisory Group
Maryland
$359K +$28.7K +198 +9%
QCG
662
Quadrant Capital Group
Ohio
$358K +$278K +1,917 +347%
GIM
663
Goelzer Investment Management
Indiana
$358K +$13.8K +95 +4%
FWM
664
FSA Wealth Management
Massachusetts
$357K +$290 +2 +0.1%
BFG
665
Beacon Financial Group
Texas
$357K +$357K +2,460 New
AWA
666
Arkadios Wealth Advisors
Georgia
$355K +$38K +262 +12%
LWL
667
Leo Wealth LLC
Texas
$355K +$355K +2,342 New
CAC
668
Certified Advisory Corp
Florida
$355K -$142K -978 -29%
EAM
669
Evanson Asset Management
California
$354K +$1.6K +11 +0.5%
FPCG
670
Forum Private Client Group
Indiana
$352K +$352K +2,427 New
AFG
671
Altiora Financial Group
Ohio
$352K – – –
TWP
672
Tyche Wealth Partners
Texas
$351K +$351K +2,420 New
NEPWA
673
New England Private Wealth Advisors
Massachusetts
$350K +$350K +2,416 New
SCG
674
Sonata Capital Group
Washington
$348K – – –
DI
675
DFPG Investments
Utah
$345K +$14.5K +101 +4%
25 26
27
28 29