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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 %
WIC
776
Woodmont Investment Counsel
Tennessee
$210K +$210K +1,449 New
SFS
777
Summit Financial Strategies
Ohio
$210K +$210K +1,446 New
CGA
778
Crescent Grove Advisors
Illinois
$209K +$209K +1,441 New
SFP
779
Shepherd Financial Partners
Massachusetts
$208K +$208K +1,433 New
DW
780
Dodds Wealth
Colorado
$207K +$207K +1,430 New
B
781
Bailard
California
$207K -$48.6K -335 -19%
UAG
782
United Advisor Group
Ohio
$205K +$205K +1,410 New
OPPS
783
Obsidian Personal Planning Solutions
Maryland
$204K +$204K +1,409 New
TF
784
Theory Financial
Colorado
$204K +$204K +1,406 New
CA
785
Crane Advisory
California
$203K +$203K +1,412 New
TDC
786
Thompson Davis & Co
Virginia
$203K +$203K +1,400 New
LFG
787
Larson Financial Group
Missouri
$202K -$17K -117 -8%
FPCG
788
Fort Pitt Capital Group
Pennsylvania
$202K +$202K +1,394 New
Bessemer Group
789
Bessemer Group
New Jersey
$202K – – –
KCM
790
Kornitzer Capital Management
Kansas
$201K +$201K +1,387 New
WI
791
Wintrust Investments
Illinois
$201K +$201K +1,384 New
BAG
792
Bridgewealth Advisory Group
California
$200K +$200K +1,379 New
PFBT
793
Parkside Financial Bank & Trust
Missouri
$199K – – –
WFA
794
Wells Financial Advisors
Massachusetts
$195K – – –
MA
795
Marquette Associates
Illinois
$194K +$194K +1,341 New
CFB
796
Cullen/Frost Bankers
Texas
$194K – – –
PG
797
Proffitt & Goodson
Tennessee
$192K – – –
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$178K +1,229 +1,807%
CTA
799
Colonial Trust Advisors
South Carolina
$186K -$111K -768 -37%
S
800
Sachetta
Massachusetts
$184K +$184K +1,272 New
30 31
32
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