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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 %
OCM
701
One Capital Management
California
$300K -$870 -6 -0.3%
CW
702
CreativeOne Wealth
Kansas
$300K -$302K -2,085 -50%
DWT
703
Dorsey & Whitney Trust
South Dakota
$299K -$725 -5 -0.2%
BF
704
Brooklyn FI
New York
$297K +$9.72K +67 +3%
SA
705
Strategic Advisors
New York
$296K +$145 +1 +0%
MWM
706
MorganRosel Wealth Management
Colorado
$294K -$11K -76 -4%
WP
707
Wealthspan Partners
Iowa
$293K – – –
MSWM
708
McGlone Suttner Wealth Management
Wisconsin
$292K +$1.45K +10 +0.5%
WWC
709
Waypoint Wealth Counsel
Georgia
$291K – – –
NWA
710
Navis Wealth Advisors
New York
$290K – – –
EFG
711
Embree Financial Group
Illinois
$288K +$288K +1,988 New
CG
712
Caprock Group
Idaho
$287K +$7.54K +52 +3%
VBWMG
713
Von Berge Wealth Management Group
California
$285K -$46.9K -327 -14%
ATI
714
ARK & TLK Investments
Oklahoma
$285K +$285K +1,964 New
TW
715
Towerpoint Wealth
California
$283K – – –
HWA
716
Heritage Wealth Advisors
Virginia
$283K – – –
VA
717
Valmark Advisers
Ohio
$279K +$36.3K +250 +15%
LB
718
Legacy Bridge
Iowa
$279K – – –
KCM
719
Kennicott Capital Management
California
$278K – – –
LWM
720
LongView Wealth Management
Georgia
$276K +$276K +1,915 New
BFO
721
Biltmore Family Office
North Carolina
$275K – – –
WA
722
Wealthstream Advisors
New York
$275K – – –
CSB
723
City State Bank
Iowa
$274K – – –
SIM
724
Stratos Investment Management
Ohio
$274K +$274K +1,888 New
KeyBank National Association
725
KeyBank National Association
Ohio
$272K +$21K +145 +8%
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