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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 %
AMR
751
Asset Management Resources
Massachusetts
$233K – – –
CWM
752
Curi Wealth Management
North Carolina
$232K +$232K +1,597 New
BW
753
BIP Wealth
Georgia
$230K -$17K -117 -7%
IAA
754
Independent Advisor Alliance
North Carolina
$229K +$229K +1,582 New
Fuller & Thaler Asset Management
755
Fuller & Thaler Asset Management
California
$228K +$221K +1,525 +3,177%
CWP
756
Concord Wealth Partners
Virginia
$227K -$10.6K -73 -4%
EP
757
Eudaimonia Partners
Tennessee
$227K +$227K +1,565 New
TA
758
Townsend & Associates
Colorado
$227K +$227K +1,600 New
CCA
759
Cravens & Co Advisors
Tennessee
$226K – – –
YCG
760
Yeomans Consulting Group
Georgia
$226K +$226K +1,556 New
CFD
761
Creative Financial Designs
Indiana
$225K +$1.16K +8 +0.5%
CAM
762
Clark Asset Management
New Hampshire
$224K +$224K +1,545 New
LA
763
Lifeworks Advisors
Michigan
$223K +$223K +1,541 New
PP
764
Patten & Patten
Tennessee
$223K – – –
AHC
765
Anderson Hoagland & Co
Missouri
$219K – – –
IWM
766
Integris Wealth Management
California
$218K +$218K +1,500 New
QWM
767
Quaker Wealth Management
New Jersey
$217K -$5.66K -39 -3%
FFA
768
First Foundation Advisors
California
$217K +$217K +1,493 New
WFA
769
WMG Financial Advisors
Tennessee
$216K +$216K +1,492 New
WE
770
Wealth Effects
Massachusetts
$216K +$216K +1,490 New
ACI
771
Alpha Cubed Investments
California
$215K +$215K +1,486 New
AC
772
Abbrea Capital
California
$215K +$215K +1,486 New
WCAMG
773
Woodard & Company Asset Management Group
North Carolina
$214K -$36.8K -254 -15%
EWM
774
Endowment Wealth Management
Wisconsin
$213K +$213K +1,467 New
AAS
775
Asset Allocation Strategies
Michigan
$211K +$211K +1,454 New
29 30
31
32 33