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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 %
ADL
826
Asset Dedication LLC
California
$94K – – –
BCWM
827
Bartlett & Co Wealth Management
Ohio
$91.2K +$46.6K +320 +104%
BC
828
Bartlett & Co
Ohio
$91K +$46.4K +320 +104%
GEA
829
Glen Eagle Advisors
New Jersey
$90K -$4.64K -32 -5%
MRCM
830
M&R Capital Management
New Jersey
$89.2K – – –
PFA
831
Pathway Financial Advisers
Indiana
$88.4K +$435 +3 +0.5%
FFA
832
Frazier Financial Advisors
Ohio
$87.3K +$87.3K +602 New
TIM
833
Tortoise Investment Management
New York
$83.7K +$11.7K +81 +16%
RG
834
Retirement Group
California
$82.8K -$2.32K -16 -3%
CI
835
Cordant Inc
Oregon
$79.3K – – –
BCMLT
836
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.8K +$786 +6 +1%
CWM
837
Cedar Wealth Management
California
$77.4K +$4.93K +34 +7%
First Manhattan
838
First Manhattan
New York
$74K +$10.9K +74 +17%
AIA
839
Armor Investment Advisors
North Carolina
$71.8K – – –
FCAS
840
First Command Advisory Services
Texas
$70.8K – – –
TWM
841
Tradition Wealth Management
Minnesota
$70K +$5.92K +41 +9%
DSC
842
Duncker Streett & Co
Missouri
$67.4K – – –
MIA
843
MeadowBrook Investment Advisors
Michigan
$66K +$66K +455 New
CB
844
Community Bank
New York
$65.8K – – –
FFA
845
Founders Financial Alliance
North Carolina
$63.4K – – –
Qube Research & Technologies (QRT)
846
Qube Research & Technologies (QRT)
United Kingdom
$62.8K -$3.63K -25 -5%
DPW
847
DiNuzzo Private Wealth
Pennsylvania
$61.6K +$61.6K +425 New
EWM
848
EPG Wealth Management
Georgia
$61.3K +$1.86K +13 +3%
HDIM
849
Hanson & Doremus Investment Management
Vermont
$60K – – –
WPA
850
West Paces Advisors
Georgia
$58K – – –
32 33
34
35 36