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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
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 %
IPW
876
Impact Partnership Wealth
Georgia
$5.67K +$5.67K +41 New
RI
877
Ridgewood Investments
New Jersey
$5.16K – – –
RDFA
878
Ritter Daniher Financial Advisory
Ohio
$4.98K +$4.98K +36 New
TFM
879
TFC Financial Management
Massachusetts
$4.94K +$137 +1 +3%
TAM
880
Townsend Asset Management
North Carolina
$4.84K – – –
IFAM
881
Institutional & Family Asset Management
Colorado
$4.71K +$4.71K +34 New
JMF
882
Johnson Midwest Financial
Iowa
$4.57K – – –
KM
883
Kalos Management
Georgia
$4.01K – – –
HFS
884
Hantz Financial Services
Michigan
$4K -$1.63K -11 -29%
JWM
885
Janiczek Wealth Management
Colorado
$3.74K – – –
NC
886
NewSquare Capital
Pennsylvania
$3.6K – – –
RIA
887
Realta Investment Advisors
Delaware
$3.46K +$3.46K +25 New
LWANC
888
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.32K – – –
OC
889
Oakworth Capital
Alabama
$3.32K +$3.32K +24 New
CFO
890
CVA Family Office
Colorado
$3.04K +$3.04K +22 New
EWM
891
Endurance Wealth Management
Rhode Island
$3K – – –
M
892
MOTCO
Texas
$2.35K +$2.35K +17 New
PP
893
PFS Partners
New Jersey
$2.18K – – –
MIM
894
Macroview Investment Management
Maryland
$1.94K – – –
SMA
895
Sage Mountain Advisors
Georgia
$1.94K – – –
HI
896
Horizon Investments
North Carolina
$1.8K -$554 -4 -24%
AAP
897
Arax Advisory Partners
Colorado
$1.78K -$4.73M -34,517 -100%
FSWA
898
Financial Synergies Wealth Advisors
Texas
$1.74K +$133 +1 +8%
AIA
899
Arcadia Investment Advisors
Idaho
$1.52K – – –
Fuller & Thaler Asset Management
900
Fuller & Thaler Asset Management
California
$1.38K -$24.4K -176 -95%
34 35
36
37 38