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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
$1.24B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$411M
3
AssetMark Inc
AssetMark Inc
California
$441M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.6M
5
Betterment LLC
Betterment LLC
New York
$1.57B

Top Sellers

1
LWM
Liberty Wealth Management
California
$676K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$219M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$262M
4
Charles Schwab
Charles Schwab
California
$77M
5
MMA
Miracle Mile Advisors
California
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
951
MOTCO
Texas
$2.47K – – –
PP
952
PFS Partners
New Jersey
$2.32K – – –
NFA
953
Northwest Financial Advisors
Virginia
$2.18K +$2.18K +15 New
MIM
954
Macroview Investment Management
Maryland
$2.06K – – –
DFA
955
DHJJ Financial Advisors
Illinois
$2.03K – – –
CT
956
Clearstead Trust
Maine
$2.03K – – –
GA
957
GoalVest Advisory
New York
$1.89K -$2.18K -15 -54%
FA
958
Faithward Advisors
Pennsylvania
$1.85K – – –
WWM
959
Wolff Wiese Magana
California
$1.74K +$1.74K +12 New
FSWA
960
Financial Synergies Wealth Advisors
Texas
$1.68K -$140 -1 -8%
AIA
961
Arcadia Investment Advisors
Idaho
$1.6K – – –
GWMIA
962
Global Wealth Management Investment Advisory
Florida
$1.31K – – –
OLVIG
963
Oliver Lagore Vanvalin Investment Group
Michigan
$877 +$877 +6 New
ITIM
964
Indiana Trust & Investment Management
Indiana
$725 – – –
PP
965
Pacifica Partners
Canada
$415 – – –
MBFW
966
Morton Brown Family Wealth
Pennsylvania
$290 +$290 +2 New
FIM
967
FWL Investment Management
Texas
$145 – – –
KAS
968
KPP Advisory Services
Kentucky
– -$7.34M -56,078 Closed
HF
969
HRT Financial
New York
– -$5.68M -43,365 Closed
COI
970
Connable Office Inc
Michigan
– -$4.96M -37,857 Closed
Susquehanna International Group
971
Susquehanna International Group
Pennsylvania
– -$2.2M -16,808 Closed
TRCT
972
Tower Research Capital (TRC)
New York
– -$1.93M -14,744 Closed
GAM
973
Gotham Asset Management
New York
– -$1.91M -14,556 Closed
WCM
974
Wealthcare Capital Management
Virginia
– -$1.33M -10,127 Closed
YIH
975
Y-Intercept (HK)
Hong Kong
– -$1.28M -9,792 Closed
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