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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 %
DWA
126
Dougherty Wealth Advisers
Minnesota
$8.82M +$85.5K +618 +1%
AA
127
Alesco Advisors
New York
$8.67M -$148K -1,066 -2%
BPA
128
Beacon Pointe Advisors
California
$8.59M -$1.85M -13,393 -18%
BFG
129
Bleakley Financial Group
New Jersey
$8.59M -$1.14M -8,256 -12%
SS
130
Simplicity Solutions
Minnesota
$8.58M -$2.06M -14,851 -19%
ACA
131
Atlas Capital Advisors
Wyoming
$8.57M +$1.17M +8,448 +16%
CSPAM
132
Cary Street Partners Asset Management
Virginia
$8.45M -$14.3M -103,282 -63%
AF
133
Allworth Financial
California
$8.42M -$5.19M -37,516 -38%
OFP
134
OLIO Financial Planning
Virginia
$8.4M +$1.21M +8,779 +17%
BF
135
BOK Financial
Oklahoma
$8.37M -$884K -6,389 -10%
EWA
136
Exencial Wealth Advisors
Oklahoma
$8.13M +$1.18M +8,499 +17%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$8.1M -$2.76M -19,914 -25%
AFS
138
Annapolis Financial Services
Maryland
$8.08M +$684K +4,940 +9%
JFG
139
JMG Financial Group
Illinois
$8.08M +$55.4K +400 +0.7%
SFI
140
SPC Financial Inc
Maryland
$7.99M -$43.6K -315 -0.5%
HCMT
141
Highland Capital Management (Tennessee)
Tennessee
$7.83M +$203K +1,465 +3%
GB
142
Goepper Burkhardt
South Carolina
$7.66M +$237K +1,711 +3%
RFA
143
RTD Financial Advisors
Pennsylvania
$7.53M +$28.1K +203 +0.4%
CB
144
Commerce Bank
Missouri
$7.21M +$299K +2,159 +4%
MCM
145
Manchester Capital Management
Vermont
$7.12M -$16.1K -116 -0.2%
SWA
146
SOA Wealth Advisors
New York
$7.1M -$161K -1,162 -2%
FPIS
147
Financial Planning & Information Services
Wisconsin
$7.03M +$488K +3,527 +7%
TYCC
148
Texas Yale Capital Corp
Florida
$7.02M -$492K -3,552 -7%
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$6.99M -$546K -3,946 -7%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$6.89M +$466K +3,370 +7%
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