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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 %
RCA
726
Ranch Capital Advisors
Florida
$219K +$415 +3 +0.2%
CWP
727
Concord Wealth Partners
Virginia
$218K +$1.11K +8 +0.5%
WIC
728
Woodmont Investment Counsel
Tennessee
$218K – – –
RFN
729
Redwood Financial Network
Ohio
$217K – – –
CCA
730
Cravens & Co Advisors
Tennessee
$216K – – –
LA
731
Lane & Associates
New Jersey
$215K -$50.7K -366 -19%
RPGK
732
Retirement Planning Group (Kansas)
Kansas
$214K +$214K +1,547 New
AHC
733
Anderson Hoagland & Co
Missouri
$213K -$4.15K -30 -2%
AFS
734
AFG Fiduciary Services
Massachusetts
$213K -$2.15M -15,262 -91%
PL
735
Plancorp LLC
Missouri
$212K +$212K +1,535 New
PP
736
Patten & Patten
Tennessee
$212K – – –
ACI
737
Alpha Cubed Investments
California
$210K -$93.5K -676 -31%
CIC
738
Carnegie Investment Counsel
Ohio
$208K -$13K -94 -6%
DI
739
DFPG Investments
Utah
$208K +$208K +1,449 New
QWM
740
Quaker Wealth Management
New Jersey
$207K -$19.5K -141 -9%
PG
741
Proffitt & Goodson
Tennessee
$207K – – –
WFA
742
WMG Financial Advisors
Tennessee
$206K – – –
AC
743
Abbrea Capital
California
$206K -$5.55K -40 -3%
CAM
744
Clark Asset Management
New Hampshire
$206K -$66.3K -479 -24%
AAS
745
Asset Allocation Strategies
Michigan
$201K +$201K +1,450 New
WE
746
Wealth Effects
Massachusetts
$201K +$201K +1,450 New
EWM
747
Endowment Wealth Management
Wisconsin
$200K +$200K +1,448 New
FWM
748
FSA Wealth Management
Massachusetts
$200K +$200K +1,446 New
PFBT
749
Parkside Financial Bank & Trust
Missouri
$196K -$4.71K -34 -2%
OHWP
750
Oak Harbor Wealth Partners
North Carolina
$194K – – –
28 29
30
31 32