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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
$1.24B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$411M
3
AssetMark Inc
AssetMark Inc
California
$441M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.6M
5
Betterment LLC
Betterment LLC
New York
$1.57B

Top Sellers

1
LWM
Liberty Wealth Management
California
$676K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$219M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$262M
4
Charles Schwab
Charles Schwab
California
$77M
5
MMA
Miracle Mile Advisors
California
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$8.59M +$244K +1,683 +3%
BF
127
BOK Financial
Oklahoma
$8.58M +$147K +1,012 +2%
MCM
128
MAI Capital Management
Ohio
$8.52M -$642K -4,428 -7%
RWG
129
Ratio Wealth Group
Colorado
$8.51M -$4.48M -30,868 -34%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$8.38M -$502K -3,462 -6%
EWA
131
Exencial Wealth Advisors
Oklahoma
$8.3M +$84.1K +580 +1%
SS
132
Simplicity Solutions
Minnesota
$8.21M -$167K -1,155 -2%
BFG
133
Bleakley Financial Group
New Jersey
$8.21M -$167K -1,155 -2%
ETC
134
Exchange Traded Concepts
Oklahoma
$8.18M +$8.18M +56,401 New
SC
135
Swan Capital
Florida
$8.18M +$1.38M +9,494 +20%
SIA
136
Strategic Investment Advisors
Michigan
$8.15M +$153K +1,052 +2%
HCMT
137
Highland Capital Management (Tennessee)
Tennessee
$8.15M +$227K +1,564 +3%
CB
138
Commerce Bank
Missouri
$7.99M +$712K +4,907 +10%
ACA
139
Atlas Capital Advisors
Wyoming
$7.95M -$1.08M -7,422 -12%
BCM
140
Brookstone Capital Management
Illinois
$7.82M -$1.19M -8,207 -13%
RFA
141
RTD Financial Advisors
Pennsylvania
$7.8M -$79.2K -546 -1%
CPG
142
Cornerstone Planning Group
New Jersey
$7.8M +$692K +4,771 +10%
MFG
143
Merit Financial Group
Georgia
$7.79M +$1.17M +8,094 +18%
Northern Trust
144
Northern Trust
Illinois
$7.77M +$570K +3,928 +8%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$7.73M -$681K -4,696 -8%
GB
146
Goepper Burkhardt
South Carolina
$7.73M -$275K -1,910 -3%
AA
147
Alesco Advisors
New York
$7.7M -$1.29M -8,893 -14%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$7.65M +$125K +860 +2%
IHWM
149
Iron Horse Wealth Management
Iowa
$7.62M +$279K +1,923 +4%
MCM
150
Manchester Capital Management
Vermont
$7.38M -$72.5K -500 -1%
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