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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
$79.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
4
Betterment LLC
Betterment LLC
New York
$1.45B
5
SGAM
Stephens Group Asset Management
Arkansas
$140M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$122M
2
EWA
EP Wealth Advisors
California
$69.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$30.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.2M
5
Truist Financial
Truist Financial
North Carolina
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
801
Maryland Capital Advisors
Maryland
$46.4K -$1.38K -10 -3%
CIA
802
Cape Investment Advisory
Georgia
$45.4K – – –
AWA
803
Alaska Wealth Advisors
Alaska
$44K -$4.84K -35 -10%
OIA
804
Optimum Investment Advisors
Illinois
$41.5K +$41.5K +300 New
PIAS
805
PCA Investment Advisory Services
Ohio
$41.3K +$41.3K +298 New
GEA
806
Glen Eagle Advisors
New Jersey
$41.2K +$138 +1 +0.3%
SIS
807
Sound Income Strategies
Florida
$40.8K +$40.8K +295 New
GWSG
808
GPS Wealth Strategies Group
Colorado
$39.6K – – –
CAL
809
Capital Analysts LLC
Pennsylvania
$38K +$1.66K +12 +5%
WT
810
Washington Trust
Rhode Island
$35.3K – – –
NCM
811
Northwest Capital Management
Oregon
$32.8K +$32.8K +237 New
BlackRock
812
BlackRock
New York
$31.7K +$24.8K +179 +358%
JHCP
813
Jackson Hole Capital Partners
Oklahoma
$31K – – –
WFA
814
West Financial Advisors
Iowa
$30.3K -$138 -1 -0.5%
MAM
815
Marquette Asset Management
Minnesota
$30.3K – – –
FA
816
Fiduciary Alliance
South Carolina
$30.3K +$30.3K +219 New
RPCA
817
Running Point Capital Advisors
California
$27.8K -$2.63K -19 -9%
PIP
818
Peachtree Investment Partners
Florida
$27.4K – – –
EWM
819
Evermay Wealth Management
Virginia
$24.9K +$9.27K +67 +59%
MFA
820
Morling Financial Advisors
California
$24.4K +$416 +3 +2%
ME
821
McIlrath & Eck
Washington
$24.4K +$1.94K +14 +9%
DWMG
822
DB Wealth Management Group
California
$23.2K -$4.29K -31 -16%
TSW
823
Thompson Siegel & Walmsley
Virginia
$23K +$10.2K +74 +80%
HS
824
Horan Securities
United States
$22.5K – – –
AA
825
Addison Advisors
Vermont
$22.3K – – –
31 32
33
34 35