VOE icon

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 %
CA
726
CGN Advisors
Kansas
$270K +$1.45K +10 +0.5%
FWI
727
Facet Wealth Inc
Maryland
$266K -$26.4K -184 -9%
BWM
728
Benchmark Wealth Management
Connecticut
$265K – – –
BCG
729
Breakwater Capital Group
New Jersey
$265K -$46.4K -325 -15%
GAM
730
Garrison Asset Management
Arkansas
$265K +$265K +1,827 New
VP
731
Verum Partners
North Carolina
$265K – – –
MA
732
MCF Advisors
Kentucky
$263K – – –
IA
733
IFG Advisory
Georgia
$263K +$15.2K +105 +6%
PCFFS
734
Pacific Center for Financial Services
California
$258K -$12.5M -86,423 -98%
PL
735
Plancorp LLC
Missouri
$257K -$8.99K -62 -3%
LSA
736
Lansing Street Advisors
Pennsylvania
$255K +$255K +1,759 New
FMWA
737
Forvis Mazars Wealth Advisors
Missouri
$252K +$30.3K +209 +14%
LSA
738
Lion Street Advisors
Texas
$251K – – –
CM
739
Cornerstone Management
Georgia
$250K -$50.8K -350 -17%
BBHC
740
Brown Brothers Harriman & Co
New York
$250K – – –
MSAM
741
Moloney Securities Asset Management
Missouri
$250K -$14.5K -100 -5%
AL
742
Aspiriant LLC
California
$249K – – –
RSWA
743
Robinson Smith Wealth Advisors
Maine
$245K +$245K +1,692 New
RCA
744
Ranch Capital Advisors
Florida
$245K +$15.5K +107 +7%
HGERS
745
Householder Group Estate & Retirement Specialist
Arizona
$243K -$23.6K -163 -9%
LWMG
746
Levy Wealth Management Group
Pennsylvania
$243K +$1.89K +13 +0.8%
SAM
747
Smartleaf Asset Management
Massachusetts
$240K +$240K +1,698 New
LC
748
Lindbrook Capital
California
$239K -$2.9K -20 -1%
VVP
749
Venture Visionary Partners
Ohio
$234K +$1.89K +13 +0.8%
EBA
750
Eagle Bay Advisors
New York
$233K -$1.49M -10,256 -86%
28 29
30
31 32