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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
1
Charles Schwab
California
$91.9M
2
EWA
2
EP Wealth Advisors
California
$73M
3
Betterment LLC
3
Betterment LLC
New York
$1.4B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$27.4M
5
SP
5
Symmetry Partners
Connecticut
$22.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$263M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$113M
3
UBS Group
3
UBS Group
Switzerland
$211M
4
Bank of America
4
Bank of America
North Carolina
$408M
5
MMA
5
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$17.3M +$74.5K +569 +0.4%
SWM
77
Shakespeare Wealth Management
Wisconsin
$17M +$173K +1,320 +1%
HighTower Advisors
78
HighTower Advisors
Illinois
$16.7M +$1.93M +14,771 +13%
AA
79
Aire Advisors
California
$16.3M +$260K +1,989 +2%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$16.1M +$3.8M +29,005 +31%
SFG
81
SNS Financial Group
Minnesota
$16M +$4.32M +33,005 +37%
Prudential Financial
82
Prudential Financial
New Jersey
$15.2M -$1.89M -14,434 -11%
KAS
83
Kestra Advisory Services
Texas
$15.2M +$242K +1,850 +2%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$15.2M +$748K +5,707 +5%
EI
85
Ellevest Inc
New York
$15.2M +$329K +2,510 +2%
AW
86
Avion Wealth
Texas
$15.1M +$276K +2,111 +2%
SFG
87
Sage Financial Group
Pennsylvania
$14.3M +$103K +784 +0.7%
LNB
88
Ledyard National Bank
$14.2M -$5.76K -44 -0%
EWP
89
Engrave Wealth Partners
Texas
$14M +$65.6K +501 +0.5%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$13.8M -$287K -2,192 -2%
EK
91
Evensky & Katz
Florida
$13.3M -$385K -2,937 -3%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$13.2M +$704K +5,377 +6%
AMG
93
Asset Management Group
Connecticut
$12.7M +$373K +2,846 +3%
PPW
94
Presilium Private Wealth
Pennsylvania
$12.7M -$1.3M -9,914 -9%
WIA
95
World Investment Advisors
California
$12.7M +$11.8M +89,865 +1,314%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$12.6M -$1.04M -7,926 -8%
SC
97
Sepio Capital
Utah
$11.9M +$41.5K +317 +0.4%
AWM
98
AE Wealth Management
Kansas
$11.8M +$826K +6,304 +8%
RWG
99
Ratio Wealth Group
Colorado
$11.7M +$90.8K +693 +0.8%
OWA
100
Octavia Wealth Advisors
Ohio
$11.6M +$511K +3,899 +5%
2 3
4
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