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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
1
Pacific Life Fund Advisors
California
$102M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$79.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$245M
4
Betterment LLC
4
Betterment LLC
New York
$1.45B
5
SGAM
5
Stephens Group Asset Management
Arkansas
$140M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$122M
2
EWA
2
EP Wealth Advisors
California
$69.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$30.7M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$15.2M
5
Truist Financial
5
Truist Financial
North Carolina
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Summit Financial
New Jersey
$29.8M +$1.62M +11,738 +6%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$28.1M +$7.21M +52,129 +34%
ML
53
McAdam LLC
Pennsylvania
$26.6M +$3.59M +25,959 +16%
FWP
54
Falcon Wealth Planning
California
$26.1M +$1.93M +13,968 +8%
RJA
55
Raymond James & Associates
Florida
$25.1M -$2.32M -16,733 -8%
KL
56
KWMG LLC
Kansas
$23.7M +$1.82M +13,161 +8%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$23.5M -$383K -2,769 -2%
PWM
58
Praetorian Wealth Management
California
$22.7M +$235K +1,699 +1%
EWA
59
ERTS Wealth Advisors
Michigan
$22M +$928K +6,708 +4%
IWC
60
Integrated Wealth Concepts
Massachusetts
$21.9M +$10.2M +73,422 +86%
BFA
61
Bragg Financial Advisors
North Carolina
$21.7M +$1.29M +9,320 +6%
BIA
62
BHK Investment Advisors
Alabama
$21.4M -$320K -2,312 -1%
WF
63
WoodTrust Financial
Wisconsin
$21.1M +$950K +6,868 +5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$21M -$339K -2,448 -2%
SI
65
Stephens Inc
Arkansas
$20.8M -$990K -7,151 -5%
CA
66
Capital Advantage
California
$19.5M -$210K -1,510 -1%
BWL
67
Bogart Wealth LLC
Virginia
$19.3M +$598K +4,318 +3%
TWP
68
Total Wealth Planning
Ohio
$19M +$970K +7,011 +5%
William Blair & Company
69
William Blair & Company
Illinois
$18.6M -$1.69M -12,204 -8%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$18.2M +$707K +5,109 +4%
Prudential Financial
71
Prudential Financial
New Jersey
$18.1M -$868K -6,274 -5%
SWM
72
Shakespeare Wealth Management
Wisconsin
$17.8M +$1.05M +7,596 +6%
NA
73
NewEdge Advisors
Louisiana
$17.6M +$1.74M +12,604 +11%
AA
74
Aire Advisors
California
$16.9M +$24.2K +175 +0.1%
CAN
75
Cetera Advisor Networks
California
$16.4M +$439K +3,185 +3%
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3
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