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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
Pacific Life Fund Advisors
California
$102M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$79.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
4
Betterment LLC
Betterment LLC
New York
$1.45B
5
SGAM
Stephens Group Asset Management
Arkansas
$140M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$122M
2
EWA
EP Wealth Advisors
California
$69.2M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$30.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.2M
5
Truist Financial
Truist Financial
North Carolina
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
101
Leavell Investment Management
Alabama
$11.9M -$2.43M -17,564 -17%
OWA
102
Octavia Wealth Advisors
Ohio
$11.7M +$843K +6,093 +8%
AWM
103
AE Wealth Management
Kansas
$11.6M +$779K +5,630 +7%
SOWBOCOPL
104
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$11.3M +$152K +1,100 +1%
VWA
105
Visionary Wealth Advisors
Illinois
$11.3M +$696K +5,033 +7%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$11.1M -$3.93M -28,434 -26%
BCM
107
Brookstone Capital Management
Illinois
$10.7M +$946K +6,835 +10%
FC
108
Forte Capital
New York
$10.4M -$971K -7,015 -9%
EDRIA
109
Edmonds Duncan Registered Investment Advisors
Kansas
$10.4M +$474K +3,425 +5%
LI
110
LMCG Investments
Massachusetts
$10.3M -$591K -4,271 -5%
WSFS
111
Wilmington Savings Fund Society
Delaware
$10M +$10M +72,553 New
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$10M +$873K +6,309 +10%
ES
113
Eagle Strategies
New York
$9.91M -$2.97M -21,454 -23%
LFS
114
Lutz Financial Services
Nebraska
$9.79M -$340K -2,454 -3%
PMG
115
ProVise Management Group
Florida
$9.74M +$838K +6,059 +9%
CAP
116
Columbia Advisory Partners
Washington
$9.68M -$557K -4,024 -5%
CI
117
CX Institutional
Indiana
$9.47M -$32.5K -235 -0.3%
PP
118
Prosperity Planning
Missouri
$9.43M +$584K +4,221 +7%
GWM
119
Geneos Wealth Management
Colorado
$9.4M -$1.28M -9,279 -12%
CPIG
120
Chicago Partners Investment Group
Illinois
$9.34M +$503K +3,535 +6%
DC
121
Davenport & Co
Virginia
$9.32M -$227K -1,642 -2%
DADC
122
D.A. Davidson & Co
Montana
$9.24M +$103K +742 +1%
MCM
123
MAI Capital Management
Ohio
$9.05M +$88.8K +642 +1%
Citadel Advisors
124
Citadel Advisors
Florida
$9M +$9M +65,031 New
Bank of New York Mellon
125
Bank of New York Mellon
New York
$8.96M -$91.9K -664 -1%
3 4
5
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