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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 %
NRC
801
New Republic Capital
North Carolina
$181K – – –
BTI
802
Blue Trust Inc
Georgia
$180K +$149K +1,140 +485%
ATC
803
Advantage Trust Company
Kansas
$178K +$178K +1,225 New
LFA
804
Level Financial Advisors
New York
$173K +$145 +1 +0.1%
BFPW
805
BOK Financial Private Wealth
Colorado
$170K +$23.1K +159 +16%
LIWM
806
Long Island Wealth Management
New York
$169K +$169K +1,167 New
ICM
807
Intrepid Capital Management
Florida
$157K +$7.83K +54 +5%
JGIA
808
Jackson Grant Investment Advisers
Connecticut
$151K +$1.16K +8 +0.8%
FPB
809
First PREMIER Bank
South Dakota
$142K – – –
FP
810
Financial Perspectives
Minnesota
$138K +$145 +1 +0.1%
AAG
811
Armstrong Advisory Group
Massachusetts
$135K – – –
PWMG
812
Private Wealth Management Group
New Jersey
$128K +$128K +881 New
RFA
813
Resurgent Financial Advisors
Georgia
$126K +$34.8K +240 +38%
DJSG
814
D.J. St. Germain
Massachusetts
$120K -$1.31K -9 -1%
FFA
815
Farther Finance Advisors
California
$118K -$3.77K -26 -3%
BEI
816
Benjamin Edwards Inc
Missouri
$117K +$9.27K +64 +9%
MCM
817
MV Capital Management
Maryland
$116K – – –
CFFP
818
Center for Financial Planning
Michigan
$115K – – –
VWM
819
Venturi Wealth Management
Texas
$113K +$435 +3 +0.4%
MPCG
820
Matrix Private Capital Group
New York
$110K +$145 +1 +0.1%
TSW
821
Thompson Siegel & Walmsley
Virginia
$106K -$31.7K -219 -23%
SMA
822
Sage Mountain Advisors
Georgia
$105K +$98.2K +677 +1,382%
HBW
823
Hazlett, Burt & Watson
West Virginia
$105K – – –
B
824
Birchbrook
Maine
$97.2K +$97.2K +670 New
BWM
825
Baystate Wealth Management
Massachusetts
$94.3K +$726 +5 +0.8%
31 32
33
34 35