VOE icon

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 %
AC
926
Abbrea Capital
California
– -$206K -1,486 Closed
WE
927
Wealth Effects
Massachusetts
– -$201K -1,450 Closed
AAS
928
Asset Allocation Strategies
Michigan
– -$201K -1,450 Closed
EWM
929
Endowment Wealth Management
Wisconsin
– -$200K -1,448 Closed
WP
930
WealthPLAN Partners
Nebraska
– -$190K -1,372 Closed
DI
931
Disciplined Investments
Oklahoma
– -$103K -741 Closed
PIAS
932
PCA Investment Advisory Services
Ohio
– -$41.3K -298 Closed
FA
933
Fiduciary Alliance
South Carolina
– -$30.3K -219 Closed
HS
934
Horan Securities
United States
– -$22.5K -162 Closed
TFP
935
Tilia Fiduciary Partners
North Carolina
– -$19.9K -144 Closed
LWCFA
936
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$16.6K -120 Closed
TC
937
Truvestments Capital
Florida
– -$6.37K -46 Closed
RI
938
Ridgewood Investments
New Jersey
– -$5.16K -37 Closed
RDFA
939
Ritter Daniher Financial Advisory
Ohio
– -$4.98K -36 Closed
IFAM
940
Institutional & Family Asset Management
Colorado
– -$4.71K -34 Closed
KM
941
Kalos Management
Georgia
– -$4.01K -29 Closed
HFS
942
Hantz Financial Services
Michigan
– -$4K -27 Closed
OC
943
Oakworth Capital
Alabama
– -$3.32K -24 Closed
CFO
944
CVA Family Office
Colorado
– -$3.04K -22 Closed
AAP
945
Arax Advisory Partners
Colorado
– -$1.78K -13 Closed
CA
946
Crewe Advisors
Utah
– -$277 -2 Closed
34 35 36 37
38