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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 %
SRC
676
Sage Rhino Capital
California
$280K +$280K +2,022 New
SA
677
Strategic Advisors
New York
$278K – – –
WWC
678
Waypoint Wealth Counsel
Georgia
$277K – – –
NWA
679
Navis Wealth Advisors
New York
$277K – – –
SAM
680
Silvercrest Asset Management
New York
$276K – – –
MSWM
681
McGlone Suttner Wealth Management
Wisconsin
$275K +$969 +7 +0.4%
BF
682
Brooklyn FI
New York
$274K -$127K -919 -32%
OLA
683
Oliver Luxxe Assets
New Jersey
$271K -$7.2K -52 -3%
TW
684
Towerpoint Wealth
California
$270K +$270K +1,954 New
HWA
685
Heritage Wealth Advisors
Virginia
$270K – – –
VA
686
Valmark Advisers
Ohio
$267K -$314K -2,270 -54%
CG
687
Caprock Group
Idaho
$267K +$138 +1 +0.1%
LB
688
Legacy Bridge
Iowa
$266K +$134K +965 +101%
KCM
689
Kennicott Capital Management
California
$265K +$177K +3,832 +200%
BFO
690
Biltmore Family Office
North Carolina
$263K – – –
WA
691
Wealthstream Advisors
New York
$262K +$138 +1 +0.1%
MWM
692
Mission Wealth Management
California
$261K +$261K +1,889 New
HSBC Holdings
693
HSBC Holdings
United Kingdom
$258K – – –
MA
694
MCF Advisors
Kentucky
$258K -$147K -1,066 -36%
SSB
695
Sandy Spring Bank
Maryland
$257K +$44.7K +323 +21%
FIC
696
Family Investment Center
Missouri
$255K -$1.52K -11 -0.6%
CFB
697
Cullen/Frost Bankers
Texas
$254K +$251K +1,815 +7,563%
BWM
698
Benchmark Wealth Management
Connecticut
$253K – – –
VP
699
Verum Partners
North Carolina
$253K – – –
CSB
700
City State Bank
Iowa
$252K – – –
26 27
28
29 30