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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 %
TCBWMS
901
Texas Capital Bank Wealth Management Services
Texas
– -$543K -3,921 Closed
CGA
902
Crescent Grove Advisors
Illinois
– -$466K -3,366 Closed
FPCG
903
Forum Private Client Group
Indiana
– -$404K -2,923 Closed
EWM
904
Executive Wealth Management
Michigan
– -$355K -2,565 Closed
VPIM
905
Vanguard Personalized Indexing Management
California
– -$351K -2,538 Closed
OPPS
906
Obsidian Personal Planning Solutions
Maryland
– -$334K -2,415 Closed
VWA
907
V Wealth Advisors
Kansas
– -$293K -2,116 Closed
CB
908
Cadence Bank
Mississippi
– -$290K -2,099 Closed
DCM
909
Donaldson Capital Management
Indiana
– -$252K -1,818 Closed
FFA
910
First Foundation Advisors
California
– -$248K -1,793 Closed
MWM
911
Modera Wealth Management
New Jersey
– -$246K -1,775 Closed
ICG
912
InterOcean Capital Group
Tennessee
– -$243K -1,755 Closed
PA
913
Prossimo Advisors
California
– -$243K -1,753 Closed
BPWM
914
Badgley Phelps Wealth Managers
Washington
– -$242K -1,752 Closed
PPP
915
Private Portfolio Partners
New Jersey
– -$238K -1,721 Closed
TA
916
Townsend & Associates
Colorado
– -$230K -1,600 Closed
WIC
917
Woodmont Investment Counsel
Tennessee
– -$218K -1,575 Closed
RFN
918
Redwood Financial Network
Ohio
– -$217K -1,568 Closed
LA
919
Lane & Associates
New Jersey
– -$215K -1,555 Closed
RPGK
920
Retirement Planning Group (Kansas)
Kansas
– -$214K -1,547 Closed
ACI
921
Alpha Cubed Investments
California
– -$210K -1,518 Closed
AFS
922
AFG Fiduciary Services
Massachusetts
– -$213K -1,510 Closed
CIC
923
Carnegie Investment Counsel
Ohio
– -$208K -1,502 Closed
WFA
924
WMG Financial Advisors
Tennessee
– -$206K -1,492 Closed
CAM
925
Clark Asset Management
New Hampshire
– -$206K -1,488 Closed
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