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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

886 hedge funds and large institutions have $9.23B invested in Vanguard Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 352 increasing their positions, 307 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-19
Holders Change %
-2.1%
% of All Funds
14.13%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.94%
New
55
Increased
352
Reduced
307
Closed
59
Calls
$8.46M
Puts
$637K
Net Calls
+$7.83M
Net Calls Change
-$2.22M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$91.9M
2
EWA
EP Wealth Advisors
California
$73M
3
Betterment LLC
Betterment LLC
New York
$1.4B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$27.4M
5
SP
Symmetry Partners
Connecticut
$22.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$113M
3
UBS Group
UBS Group
Switzerland
$211M
4
Bank of America
Bank of America
North Carolina
$408M
5
MMA
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
876
Macroview Investment Management
Maryland
$1.84K – – –
DFA
877
DHJJ Financial Advisors
Illinois
$1.83K +$1.83K +14 New
CT
878
Clearstead Trust
Maine
$1.83K +$1.83K +14 New
FA
879
Faithward Advisors
Pennsylvania
$1.69K -$3.77K -29 -69%
FSWA
880
Financial Synergies Wealth Advisors
Texas
$1.65K – – –
AIA
881
Arcadia Investment Advisors
Idaho
$1.44K – – –
MIA
882
Milestone Investment Advisors
Wisconsin
$1.31K – – –
RFG
883
RFP Financial Group
Georgia
$1.28K – – –
GWMIA
884
Global Wealth Management Investment Advisory
Florida
$1.18K -$7.47K -57 -86%
ITIM
885
Indiana Trust & Investment Management
Indiana
$655 +$655 +5 New
BHWM
886
Beaird Harris Wealth Management
Texas
$524 +$524 +4 New
PP
887
Pacifica Partners
Canada
$384 – – –
FIM
888
FWL Investment Management
Texas
$131 +$131 +1 New
TAIM
889
TD Ameritrade Investment Management
Nebraska
– -$122M -881,715 Closed
AA
890
ALPS Advisors
Colorado
– -$14.3M -103,460 Closed
PG
891
Prostatis Group
Maryland
– -$62.6K -61,525 Closed
TA
892
TFB Advisors
Kansas
– -$4.53M -32,760 Closed
EFS
893
Econ Financial Services
Pennsylvania
– -$2.58M -18,642 Closed
TWP
894
Tempus Wealth Planning
California
– -$2.08M -15,055 Closed
NC
895
NovaPoint Capital
Georgia
– -$1.92M -13,908 Closed
CS
896
Capital Square
Tennessee
– -$1.27M -9,211 Closed
V
897
Veritable
Delaware
– -$1.01M -7,280 Closed
VF
898
Virtu Financial
New York
– -$832K -6,014 Closed
FAAM
899
First Ascent Asset Management
Colorado
– -$605K -4,372 Closed
TI
900
Tidal Investments
Wisconsin
– -$560K -4,049 Closed
34 35
36
37 38