VOE icon

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
1
Pacific Life Fund Advisors
California
$102M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$79.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$245M
4
Betterment LLC
4
Betterment LLC
New York
$1.45B
5
SGAM
5
Stephens Group Asset Management
Arkansas
$140M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$122M
2
EWA
2
EP Wealth Advisors
California
$69.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$30.7M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$15.2M
5
Truist Financial
5
Truist Financial
North Carolina
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
851
Baker Avenue Asset Management
California
$12K -$6.2K -45 -34%
Kayne Anderson Rudnick Investment Management
852
Kayne Anderson Rudnick Investment Management
California
$11.8K +$7.98K +57 +211%
MG
853
MilWealth Group
Wisconsin
$10.5K – – –
AIP
854
Ameritas Investment Partners
Nebraska
$10.4K – – –
CTB
855
Country Trust Bank
Illinois
$9.41K – – –
GWMIA
856
Global Wealth Management Investment Advisory
Florida
$9.13K +$9.13K +66 New
HWA
857
HHM Wealth Advisors
Tennessee
$8.72K – – –
OA
858
Operose Advisors
Wisconsin
$8.58K – – –
RCM
859
Raleigh Capital Management
North Carolina
$8.58K +$8.58K +62 New
MWM
860
Mascoma Wealth Management
New Hampshire
$8.49K – – –
RP
861
Rice Partnership
Hawaii
$8.3K +$8.3K +60 New
CBT
862
Central Bank & Trust
Kentucky
$8.3K -$3.18K -23 -28%
KTC
863
Kistler-Tiffany Companies
Pennsylvania
$8.03K +$6.09K +44 +314%
NIC
864
Northwest Investment Counselors
Oregon
$7.61K – – –
CP
865
Castleview Partners
Texas
$7.47K – – –
IF
866
Integrity Financial
Wyoming
$6.92K – – –
BBPWM
867
Blue Bell Private Wealth Management
Pennsylvania
$6.92K – – –
HPC
868
HM Payson & Co
Maine
$6.92K +$3.32K +24 +92%
CSC
869
Caldwell Sutter Capital
California
$6.78K – – –
FCMT
870
Founders Capital Management (Texas)
Texas
$6.37K – – –
TC
871
Truvestments Capital
Florida
$6.37K +$6.37K +46 New
SS
872
Sunbelt Securities
Texas
$6.09K +$6.09K +44 New
TVWM
873
Tower View Wealth Management
Wisconsin
$6K – – –
FA
874
Faithward Advisors
Pennsylvania
$5.91K +$5.91K +42 New
FCAG
875
First Capital Advisors Group
New Jersey
$5.69K -$1.8K -13 -24%
33 34
35
36 37