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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 %
PAS
151
Park Avenue Securities
New York
$6.86M +$391K +2,825 +6%
Northern Trust
152
Northern Trust
Illinois
$6.86M -$540K -3,905 -7%
SCA
153
Scott Capital Advisors
Oregon
$6.8M +$498K +3,599 +8%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$6.78M -$3.49M -25,250 -34%
IHWM
155
Iron Horse Wealth Management
Iowa
$6.72M +$1.47M +10,618 +28%
LWM
156
Ledge Wealth Management
Minnesota
$6.72M -$137K -989 -2%
PWM
157
Provident Wealth Management
Tennessee
$6.62M -$146K -1,056 -2%
WIC
158
Whitegate Investment Counselors
New Hampshire
$6.6M -$24.8K -179 -0.4%
BWM
159
Brickley Wealth Management
California
$6.58M – – –
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$6.48M -$10.6M -76,343 -62%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$6.43M +$322K +2,330 +5%
OWM
162
Opes Wealth Management
California
$6.35M +$358K +2,590 +6%
CWM
163
Cranbrook Wealth Management
Michigan
$6.32M -$356K -2,573 -5%
TMWM
164
Taylor & Morgan Wealth Management
Michigan
$6.07M -$956K -6,905 -14%
MAM
165
MMA Asset Management
Pennsylvania
$6.06M +$1.22M +8,809 +25%
FCI
166
Financial Counselors Inc
Kansas
$6.02M +$266K +1,924 +5%
PAI
167
Pittenger & Anderson Inc
Nebraska
$5.89M -$24.6K -178 -0.4%
ONB
168
Old National Bancorp
Indiana
$5.87M -$380K -2,748 -6%
UB
169
UMB Bank
Missouri
$5.78M -$128K -924 -2%
CPG
170
Cornerstone Planning Group
New Jersey
$5.76M +$5.76M +41,612 New
MFG
171
Merit Financial Group
Georgia
$5.53M +$751K +5,428 +16%
SWIM
172
Smallwood Wealth Investment Management
New Jersey
$5.52M -$104K -751 -2%
BSB
173
Bangor Savings Bank
Maine
$5.49M +$344K +2,486 +7%
WAM
174
Weinberger Asset Management
California
$5.44M -$178K -1,287 -3%
FHA
175
First Horizon Advisors
Tennessee
$5.41M +$45K +325 +0.8%
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