VOE icon

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 %
KAS
76
Kestra Advisory Services
Texas
$15.8M -$112K -809 -0.7%
AW
77
Avion Wealth
Texas
$15.7M +$2.82M +20,368 +22%
EI
78
Ellevest Inc
New York
$15.7M +$701K +5,069 +5%
HighTower Advisors
79
HighTower Advisors
Illinois
$15.5M +$360K +2,608 +2%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$15.2M -$48.4M -350,086 -76%
BCIM
81
Bishop & Co Investment Management
Pennsylvania
$15.2M +$15.1M +2,085,169 +15,933%
SFG
82
Sage Financial Group
Pennsylvania
$15M +$147K +1,059 +1%
LNB
83
Ledyard National Bank
$15M +$88.6K +640 +0.6%
SIA
84
Strategic Investment Advisors
Michigan
$14.9M +$7.72M +55,816 +107%
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$14.8M +$72.5K +524 +0.5%
PPW
86
Presilium Private Wealth
Pennsylvania
$14.8M +$1.76M +12,740 +14%
EWP
87
Engrave Wealth Partners
Texas
$14.7M +$83.4K +603 +0.6%
EK
88
Evensky & Katz
Florida
$14.4M -$306K -2,210 -2%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$14.4M -$1.03M -7,443 -7%
AA
90
ALPS Advisors
Colorado
$14.3M +$1.38K +10 +0%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$13.2M -$2.29M -16,521 -15%
AMG
92
Asset Management Group
Connecticut
$13M -$62.5K -452 -0.5%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$13M +$5.79M +41,874 +81%
SC
94
Sepio Capital
Utah
$12.5M +$2.52M +18,200 +25%
CWAG
95
Compton Wealth Advisory Group
Virginia
$12.5M -$194K -1,401 -2%
RWG
96
Ratio Wealth Group
Colorado
$12.3M +$12.3M +88,843 New
SFG
97
SNS Financial Group
Minnesota
$12.3M +$389K +2,810 +3%
PCFFS
98
Pacific Center for Financial Services
California
$12.3M -$30.9K -223 -0.3%
APP
99
Avantax Planning Partners
Iowa
$12.1M +$668K +4,828 +6%
WANY
100
Wealthspire Advisors (New York)
New York
$11.9M -$797K -5,756 -6%
2 3
4
5 6