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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 %
MIA
901
Milestone Investment Advisors
Wisconsin
$1.38K -$7.47K -54 -84%
RFG
902
RFP Financial Group
Georgia
$1.35K – – –
GWSA
903
Global Wealth Strategies & Associates
Colorado
$969 – – –
TRCT
904
Tower Research Capital (TRC)
New York
$692 -$4.57K -33 -87%
PP
905
Pacifica Partners
Canada
$416 +$416 +3 New
CA
906
Crewe Advisors
Utah
$277 – – –
CL
907
COWA LLC
Oklahoma
– -$14.4K -67,269 Closed
AFS
908
Amtrust Financial Services
New York
– -$6.97M -52,000 Closed
CWA
909
Consilio Wealth Advisors
Washington
– -$6.72M -50,133 Closed
RWA
910
Redhawk Wealth Advisors
Minnesota
– -$5.53M -41,264 Closed
HFRG
911
Houlihan Financial Resource Group
Virginia
– -$3.15M -23,510 Closed
MCC
912
Money Concepts Capital
Florida
– -$429K -13,541 Closed
NFG
913
Nadler Financial Group
Illinois
– -$1.76M -13,095 Closed
BAM
914
Beaumont Asset Management
Texas
– -$1.69M -12,602 Closed
WFM
915
Wolff Financial Management
Michigan
– -$1.64M -12,258 Closed
EP
916
Eudaimonia Partners
Tennessee
– -$1.17M -8,741 Closed
HF
917
HRT Financial
New York
– -$983K -7,332 Closed
SCI
918
Stableford Capital II
Arizona
– -$950K -7,028 Closed
SLA
919
Silver Lake Advisory
Utah
– -$611K -4,559 Closed
BAM
920
Belpointe Asset Management
Nevada
– -$466K -3,475 Closed
WEG
921
World Equity Group
Illinois
– -$263K -3,434 Closed
SFS
922
Sowell Financial Services
Arkansas
– -$385K -2,872 Closed
BWM
923
BCS Wealth Management
Tennessee
– -$385K -2,868 Closed
NRI
924
NFP Retirement Inc
California
– -$361K -2,694 Closed
VIA
925
Vickerman Investment Advisors
Washington
– -$361K -2,691 Closed
35 36
37
38 39