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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 %
PPC
976
Park Place Capital
Alabama
– -$1.2M -9,159 Closed
Renaissance Technologies
977
Renaissance Technologies
New York
– -$799K -6,100 Closed
SFC
978
Strategic Financial Concepts
Texas
– -$741K -5,662 Closed
PFC
979
Phocas Financial Corp
California
– -$732K -5,586 Closed
Legacy Financial Group (Iowa)
980
Legacy Financial Group (Iowa)
Iowa
– -$653K -4,989 Closed
LA
981
Latitude Advisors
Florida
– -$545K -4,160 Closed
EC
982
Estate Counselors
Wisconsin
– -$521K -3,980 Closed
BTWM
983
Baker Tilly Wealth Management
Wisconsin
– -$490K -3,738 Closed
CW
984
Channel Wealth
California
– -$461K -3,523 Closed
BIAS
985
Beacon Investment Advisory Services
New Jersey
– -$393K -3,000 Closed
RIS
986
Retirement Income Solutions
Michigan
– -$355K -2,709 Closed
BFM
987
Broadview Financial Management
Wisconsin
– -$345K -2,636 Closed
RMDI
988
R.M. Davis Inc
Maine
– -$330K -2,518 Closed
BCP
989
Berkeley Capital Partners
Georgia
– -$285K -2,179 Closed
CWM
990
Castle Wealth Management
Florida
– -$283K -2,159 Closed
SRC
991
Sage Rhino Capital
California
– -$267K -2,035 Closed
OLA
992
Oliver Luxxe Assets
New Jersey
– -$257K -1,959 Closed
NCMW
993
Northern Capital Management (Washington)
Washington
– -$236K -1,801 Closed
VFA
994
Valeo Financial Advisors
Indiana
– -$232K -1,772 Closed
GL
995
Graypoint LLC
New York
– -$227K -1,730 Closed
HPWM
996
High Pines Wealth Management
Massachusetts
– -$217K -1,654 Closed
HL
997
HeadInvest LLC
Maine
– -$96.6K -750 Closed
PC
998
Pecaut & Co
Iowa
– -$70.9K -541 Closed
SCA
999
Stonebridge Capital Advisors
Minnesota
– -$67.1K -513 Closed
VAG
1000
VisionPoint Advisory Group
Texas
– -$38.7K -296 Closed
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