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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 %
CMP
826
Coston McIsaac & Partners
Maine
$22K – – –
PWMG
827
Prestige Wealth Management Group
New Jersey
$21.4K -$2.77K -20 -11%
AIM
828
Anchor Investment Management
South Carolina
$20.8K – – –
TFP
829
Tilia Fiduciary Partners
North Carolina
$19.9K – – –
PCMC
830
Private Capital Management (Colorado)
Colorado
$18.4K – – –
VCM
831
Versant Capital Management
Arizona
$18.3K +$15.2K +110 +500%
AWM
832
Abound Wealth Management
Tennessee
$18.2K -$416 -3 -2%
GTAM
833
Global Trust Asset Management
Florida
$17.8K +$138 +1 +0.8%
JFGIW
834
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.2K -$50.7K -366 -75%
APC
835
Aspire Private Capital
North Carolina
$17K – – –
TF
836
Tompkins Financial
New York
$16.9K – – –
LWCFA
837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6K +$16.6K +120 New
CWA
838
Carolina Wealth Advisors
South Carolina
$15.8K – – –
GWANC
839
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.5K +$2.08K +15 +15%
Simplex Trading
840
Simplex Trading
Illinois
$15K -$351K -2,548 -96%
BC
841
Bartlett & Co
Ohio
$15K – – –
BCWM
842
Bartlett & Co Wealth Management
Ohio
$14.8K – – –
MIM
843
MTM Investment Management
South Carolina
$14.8K – – –
FRA
844
Front Row Advisors
California
$14K – – –
RWM
845
Ruedi Wealth Management
Illinois
$14K -$1.8K -13 -11%
SC
846
SouthState Corp
Florida
$13.4K – – –
GWM
847
Guardian Wealth Management
Illinois
$13.4K +$138 +1 +1%
MLA
848
MB, Levis & Associates
Pennsylvania
$13.1K – – –
National Bank of Canada
849
National Bank of Canada
Quebec, Canada
$12.5K – – –
NRG
850
Nemes Rush Group
Michigan
$12.5K +$12.5K +90 New
32 33
34
35 36