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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 %
DCM
701
Donaldson Capital Management
Indiana
$252K +$3.88K +28 +2%
LSA
702
Lion Street Advisors
Texas
$251K +$13.3K +91 +6%
HR
703
Howe & Rusling
New York
$249K +$189K +1,364 +311%
WCAMG
704
Woodard & Company Asset Management Group
North Carolina
$249K -$6.23K -45 -2%
FFA
705
First Foundation Advisors
California
$248K +$248K +1,793 New
MWM
706
Modera Wealth Management
New Jersey
$246K +$246K +1,775 New
MSAM
707
Moloney Securities Asset Management
Missouri
$245K -$15.9K -115 -6%
LFG
708
Larson Financial Group
Missouri
$245K -$21.6K -156 -8%
GIA
709
GHP Investment Advisors
Colorado
$245K +$128K +908 +109%
PA
710
Prossimo Advisors
California
$243K +$243K +1,753 New
ICG
711
InterOcean Capital Group
Tennessee
$243K +$243K +1,755 New
BPWM
712
Badgley Phelps Wealth Managers
Washington
$242K +$138 +1 +0.1%
AL
713
Aspiriant LLC
California
$241K -$105K -760 -30%
BBHC
714
Brown Brothers Harriman & Co
New York
$239K – – –
PPP
715
Private Portfolio Partners
New Jersey
$238K -$17.2K -124 -7%
CFD
716
Creative Financial Designs
Indiana
$236K +$82.2K +594 +54%
TA
717
Townsend & Associates
Colorado
$230K – – –
HPWM
718
High Pines Wealth Management
Massachusetts
$229K – – –
LC
719
Lindbrook Capital
California
$228K – – –
LWMG
720
Levy Wealth Management Group
Pennsylvania
$226K +$1.25K +9 +0.6%
FMWA
721
Forvis Mazars Wealth Advisors
Missouri
$224K -$71K -513 -24%
AMR
722
Asset Management Resources
Massachusetts
$222K – – –
VVP
723
Venture Visionary Partners
Ohio
$220K +$1.11K +8 +0.5%
FIA
724
Foundations Investment Advisors
Arizona
$220K +$220K +1,591 New
GI
725
Gradient Investments
Minnesota
$219K +$105K +757 +91%
27 28
29
30 31