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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

966 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 338 increasing their positions, 328 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+80
Holders Change %
+9.03%
% of All Funds
14.16%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
0.89%
New
136
Increased
338
Reduced
328
Closed
48
Calls
$4.54M
Puts
$2.36M
Net Calls
+$2.18M
Net Calls Change
-$5.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$622M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.5M
3
AssetMark Inc
AssetMark Inc
California
+$23.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21M
5
Betterment LLC
Betterment LLC
New York
+$19.8M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$55.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$39M
4
Charles Schwab
Charles Schwab
California
-$24.8M
5
MMA
Miracle Mile Advisors
California
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
926
Blue Bell Private Wealth Management
Pennsylvania
$7.25K – – –
CSC
927
Caldwell Sutter Capital
California
$7.11K – – –
VL
928
Vima LLC
Michigan
$7.11K +$7.11K +49 New
TVWM
929
Tower View Wealth Management
Wisconsin
$7K – – –
FCMT
930
Founders Capital Management (Texas)
Texas
$6.67K – – –
MFT
931
Moisand Fitzgerald Tamayo
Florida
$6.53K +$6.53K +45 New
SS
932
Sunbelt Securities
Texas
$6.42K – – –
AEPWM
933
Atlantic Edge Private Wealth Management
Florida
$5.95K +$5.95K +41 New
CAS
934
Coppell Advisory Solutions
Texas
$5.51K +$3.34K +23 +153%
TFM
935
TFC Financial Management
Massachusetts
$5.24K – – –
TAM
936
Townsend Asset Management
North Carolina
$5.08K – – –
PBK
937
Peoples Bank (Kansas)
Kansas
$5.08K +$5.08K +35 New
FFC
938
First Financial Corp
Indiana
$4.93K -$8.85K -61 -64%
MM
939
Main Management
California
$4K +$4K +27 New
JWM
940
Janiczek Wealth Management
Colorado
$3.92K – – –
NC
941
NewSquare Capital
Pennsylvania
$3.77K – – –
OHWP
942
Oak Harbor Wealth Partners
North Carolina
$3.63K -$200K -1,380 -98%
LWANC
943
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.48K – – –
TVAMP
944
Tennessee Valley Asset Management Partners
Tennessee
$3.18K +$3.18K +22 New
WIA
945
Wetzel Investment Advisors
Indiana
$3K +$3K +22 New
PCMC
946
Planning Capital Management Corporation
Pennsylvania
$2.99K +$2.99K +21 New
CIA
947
Cape Investment Advisory
Georgia
$2.9K -$44.7K -308 -94%
SIS
948
Sound Income Strategies
Florida
$2.89K – – –
TFG
949
Team Financial Group
California
$2.66K – – –
MLA
950
MB, Levis & Associates
Pennsylvania
$2.65K -$11.3K -77 -81%
36 37
38
39 40