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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 %
CWC
851
Carolinas Wealth Consulting
North Carolina
$55.8K – – –
TSWM
852
Tyler-Stone Wealth Management
Ohio
$55.7K – – –
SSB
853
Sandy Spring Bank
Maryland
$54.6K -$22.9K -158 -30%
GWANC
854
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6K +$38.7K +270 +278%
RWPA
855
Richard W. Paul & Associates
Michigan
$52.5K – – –
IGWM
856
ICA Group Wealth Management
Colorado
$52.3K +$52.3K +360 New
CJ
857
Caitlin John
Michigan
$52.3K +$52.3K +360 New
SC
858
Stephens Consulting
Michigan
$50K – – –
AWM
859
Able Wealth Management
New Jersey
$48.9K +$48.9K +338 New
MCA
860
Maryland Capital Advisors
Maryland
$48.6K – – –
PP
861
PrairieView Partners
Minnesota
$48K -$14.3K -99 -23%
AWA
862
Alaska Wealth Advisors
Alaska
$46.1K – – –
KFP
863
Keener Financial Planning
Texas
$45K +$45K +311 New
OIA
864
Optimum Investment Advisors
Illinois
$43.5K – – –
SCA
865
Stuart Chaussee & Associates
California
$41.2K +$41.2K +284 New
CAL
866
Capital Analysts LLC
Pennsylvania
$40K +$145 +1 +0.4%
PCWA
867
Pacific Capital Wealth Advisors
California
$37.6K +$37.6K +259 New
WT
868
Washington Trust
Rhode Island
$37K – – –
SRCM
869
Signature Resources Capital Management
California
$36.3K +$36.3K +250 New
CPA
870
Clear Point Advisors
New York
$36.3K +$36.3K +250 New
NCM
871
Northwest Capital Management
Oregon
$34.4K – – –
EW
872
Element Wealth
Mississippi
$32.6K +$32.6K +225 New
JHCP
873
Jackson Hole Capital Partners
Oklahoma
$32.5K – – –
MAM
874
Marquette Asset Management
Minnesota
$31.8K – – –
WFA
875
West Financial Advisors
Iowa
$31.6K -$145 -1 -0.5%
33 34
35
36 37