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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

886 hedge funds and large institutions have $9.23B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 352 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-19
Holders Change %
-2.1%
% of All Funds
14.13%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.94%
New
55
Increased
352
Reduced
307
Closed
59
Calls
$8.46M
Puts
$637K
Net Calls
+$7.83M
Net Calls Change
-$2.22M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$91.9M
2
EWA
2
EP Wealth Advisors
California
$73M
3
Betterment LLC
3
Betterment LLC
New York
$1.4B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$27.4M
5
SP
5
Symmetry Partners
Connecticut
$22.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$263M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$113M
3
UBS Group
3
UBS Group
Switzerland
$211M
4
Bank of America
4
Bank of America
North Carolina
$408M
5
MMA
5
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Condor Capital Management
New Jersey
$27.2M -$2.47M -18,856 -8%
FWP
52
Falcon Wealth Planning
California
$26.4M +$1.77M +13,490 +7%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$26.2M -$2.89M -22,064 -10%
MMA
54
Miracle Mile Advisors
California
$25.8M -$21M -160,099 -45%
SF
55
Summit Financial
New Jersey
$25.7M -$2.45M -18,732 -9%
RJA
56
Raymond James & Associates
Florida
$23.4M -$404K -3,082 -2%
KL
57
KWMG LLC
Kansas
$23.3M +$875K +6,678 +4%
SP
58
Symmetry Partners
Connecticut
$22.5M +$22.5M +172,053 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$22M +$15.6M +119,369 +244%
EWA
60
ERTS Wealth Advisors
Michigan
$21.1M +$234K +1,786 +1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$21M -$1.24M -9,433 -6%
BFA
62
Bragg Financial Advisors
North Carolina
$21M +$443K +3,381 +2%
BIA
63
BHK Investment Advisors
Alabama
$20.5M +$193K +1,474 +1%
PWM
64
Praetorian Wealth Management
California
$20.2M -$1.34M -10,214 -6%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$19.8M -$83.8K -640 -0.4%
SI
66
Stephens Inc
Arkansas
$19M -$713K -5,447 -4%
IWC
67
Integrated Wealth Concepts
Massachusetts
$18.7M -$2.06M -15,692 -10%
TWP
68
Total Wealth Planning
Ohio
$18.6M +$689K +5,259 +4%
BWL
69
Bogart Wealth LLC
Virginia
$18.6M +$328K +2,508 +2%
CAN
70
Cetera Advisor Networks
California
$18.5M +$2.9M +22,135 +19%
WF
71
WoodTrust Financial
Wisconsin
$18.4M -$1.52M -11,602 -8%
CA
72
Capital Advantage
California
$18.2M -$116K -886 -0.6%
William Blair & Company
73
William Blair & Company
Illinois
$18M +$400K +3,054 +2%
NA
74
NewEdge Advisors
Louisiana
$17.7M +$1.11M +8,444 +7%
BPA
75
Beacon Pointe Advisors
California
$17.4M +$9.24M +70,529 +114%
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