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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 %
ACM
926
Arlington Capital Management
Illinois
– -$336K -2,505 Closed
GC
927
GFG Capital
Florida
– -$325K -2,282 Closed
Kovitz Investment Group Partners
928
Kovitz Investment Group Partners
Illinois
– -$268K -2,000 Closed
MC
929
Moors & Cabot
Massachusetts
– -$256K -1,909 Closed
W
930
WealthOne
New York
– -$254K -1,897 Closed
CWA
931
Canvas Wealth Advisors
Kansas
– -$253K -1,894 Closed
LL
932
LWMG LLC
Minnesota
– -$244K -1,817 Closed
FLA
933
Financial Life Advisors
Texas
– -$241K -1,794 Closed
Neuberger Berman Group
934
Neuberger Berman Group
New York
– -$235K -1,751 Closed
SP
935
Successful Portfolios
Florida
– -$223K -1,666 Closed
TIA
936
Tiemann Investment Advisors
California
– -$223K -1,660 Closed
CAG
937
Compass Advisory Group
New York
– -$220K -1,640 Closed
GAB
938
German American Bancorp
Indiana
– -$213K -1,591 Closed
RFP
939
Root Financial Partners
California
– -$213K -1,590 Closed
GGS
940
Galvin Gaustad & Stein
Arizona
– -$208K -1,550 Closed
NWM
941
Northwest Wealth Management
Iowa
– -$200K -1,495 Closed
NHT
942
New Hampshire Trust
New Hampshire
– -$117K -875 Closed
CIA
943
Choate Investment Advisors
Massachusetts
– -$112K -833 Closed
SSC
944
Syverson Strege & Co
Iowa
– -$107K -797 Closed
ONST
945
Old North State Trust
North Carolina
– -$67K -500 Closed
FCA
946
Fortis Capital Advisors
Kansas
– -$62.6K -467 Closed
TWA
947
TCI Wealth Advisors
Arizona
– -$38.7K -289 Closed
FCB
948
First Command Bank
Texas
– -$32.7K -244 Closed
FCFS
949
First Command Financial Services
Texas
– -$32.7K -244 Closed
WAM
950
Worth Asset Management
Texas
– -$23.3K -174 Closed
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