VOE icon

Vanguard Mid-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
676
Salem Investment Counselors
North Carolina
$344K -$113K -780 -25%
AL
677
ACAS LLC
California
$344K -$489K -3,372 -59%
GFWA
678
Grey Fox Wealth Advisors
Delaware
$336K +$27.3K +188 +9%
RRA
679
Round Rock Advisors
Connecticut
$335K
CA
680
Clearstead Advisors
Ohio
$334K -$378K -2,608 -53%
PMFA
681
Plante Moran Financial Advisors
Michigan
$331K
AFG
682
AFS Financial Group
Maryland
$323K -$352K -2,427 -52%
TSS
683
Two Sigma Securities
New York
$322K -$219K -1,507 -40%
HIA
684
HTG Investment Advisors
Connecticut
$322K +$2.47K +17 +0.8%
BFA
685
Buttonwood Financial Advisors
Maryland
$320K +$320K +2,209 New
D
686
Diversified
Delaware
$320K +$19.6K +135 +7%
CIA
687
Compass Ion Advisors
Pennsylvania
$320K -$4.78K -33 -1%
VF
688
VitalStone Financial
Texas
$318K -$118K -816 -27%
CAMG
689
CWA Asset Management Group
Florida
$318K +$5.07K +35 +2%
HSBC Holdings
690
HSBC Holdings
United Kingdom
$315K +$43.8K +302 +16%
LWP
691
LMG Wealth Partners
Louisiana
$312K -$43.5K -300 -12%
SL
692
Salomon & Ludwin
Virginia
$308K
DWP
693
Destiny Wealth Partners
Florida
$307K -$12.2K -85 -4%
LFA
694
LGT Financial Advisors
Texas
$306K -$99.1K -683 -24%
PTC
695
Private Trust Company
Ohio
$304K -$117K -810 -28%
WPP
696
Whalerock Point Partners
Rhode Island
$304K -$61.6K -425 -17%
WSTAM
697
Wilbanks Smith & Thomas Asset Management
Virginia
$303K
SBIA
698
Sheaff Brock Investment Advisors
Indiana
$303K -$43.4K -299 -13%
FIC
699
Family Investment Center
Missouri
$302K +$32.9K +227 +12%
SAM
700
Silvercrest Asset Management
New York
$301K +$11.3K +78 +4%