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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$263M
2
Osaic Holdings
Osaic Holdings
Arizona
$113M
3
UBS Group
UBS Group
Switzerland
$211M
4
Bank of America
Bank of America
North Carolina
$408M
5
MMA
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
126
Dougherty Wealth Advisers
Minnesota
$8.26M -$91.5K -699 -1%
ACA
127
Atlas Capital Advisors
Wyoming
$8.15M +$47.5K +363 +0.6%
AA
128
Alesco Advisors
New York
$8.12M -$84.5K -645 -1%
AFS
129
Annapolis Financial Services
Maryland
$8.09M +$446K +3,405 +6%
JFG
130
JMG Financial Group
Illinois
$8.04M +$389K +2,969 +5%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$8.02M -$458K -3,496 -5%
BCM
132
Brookstone Capital Management
Illinois
$7.94M -$1.9M -14,893 -19%
SCA
133
Scott Capital Advisors
Oregon
$7.93M +$1.48M +11,311 +23%
DADC
134
D.A. Davidson & Co
Montana
$7.76M -$987K -7,533 -11%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$7.6M -$65K -496 -0.8%
BFG
136
Bleakley Financial Group
New Jersey
$7.57M -$557K -4,255 -7%
SS
137
Simplicity Solutions
Minnesota
$7.57M -$552K -4,216 -7%
SFI
138
SPC Financial Inc
Maryland
$7.56M -$7.6K -58 -0.1%
Comerica Bank
139
Comerica Bank
Texas
$7.54M +$7.54M +57,557 New
CWAG
140
Compton Wealth Advisory Group
Virginia
$7.45M -$4.36M -33,298 -37%
EWA
141
Exencial Wealth Advisors
Oklahoma
$7.42M -$279K -2,128 -4%
KAS
142
KPP Advisory Services
Kentucky
$7.34M +$7.34M +56,078 New
BF
143
BOK Financial
Oklahoma
$7.34M -$287K -2,272 -4%
GB
144
Goepper Burkhardt
South Carolina
$7.27M +$14.1K +108 +0.2%
SIA
145
Strategic Investment Advisors
Michigan
$7.22M -$6.91M -52,781 -49%
HCMT
146
Highland Capital Management (Tennessee)
Tennessee
$7.15M -$255K -1,946 -3%
RFA
147
RTD Financial Advisors
Pennsylvania
$7.12M -$6.68K -51 -0.1%
FPIS
148
Financial Planning & Information Services
Wisconsin
$6.8M +$146K +1,116 +2%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$6.79M +$705K +5,383 +12%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$6.74M +$125K +951 +2%
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