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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 %
MCM
151
Manchester Capital Management
Vermont
$6.73M – – –
IHWM
152
Iron Horse Wealth Management
Iowa
$6.63M +$269K +2,051 +4%
TYCC
153
Texas Yale Capital Corp
Florida
$6.62M -$21.9K -167 -0.3%
CB
154
Commerce Bank
Missouri
$6.57M -$250K -1,906 -4%
Northern Trust
155
Northern Trust
Illinois
$6.5M +$13.9K +106 +0.2%
LWM
156
Ledge Wealth Management
Minnesota
$6.5M +$134K +1,020 +2%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$6.49M -$32.1K -245 -0.5%
CPG
158
Cornerstone Planning Group
New Jersey
$6.42M +$966K +7,374 +18%
PWM
159
Provident Wealth Management
Tennessee
$6.4M +$135K +1,031 +2%
WIC
160
Whitegate Investment Counselors
New Hampshire
$6.24M +$524 +4 +0%
BWM
161
Brickley Wealth Management
California
$6.2M -$26.1K -199 -0.4%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$6.17M +$38.8K +296 +0.6%
SC
163
Swan Capital
Florida
$6.14M +$6.14M +46,886 New
PAS
164
Park Avenue Securities
New York
$6.14M -$357K -2,726 -5%
FCI
165
Financial Counselors Inc
Kansas
$6.1M +$399K +3,047 +7%
SWA
166
SOA Wealth Advisors
New York
$6.03M -$695K -5,304 -10%
MFG
167
Merit Financial Group
Georgia
$5.98M +$738K +5,639 +14%
CWM
168
Cranbrook Wealth Management
Michigan
$5.92M -$62.7K -479 -1%
OWM
169
Opes Wealth Management
California
$5.91M -$94.8K -724 -2%
ONB
170
Old National Bancorp
Indiana
$5.69M +$137K +1,048 +2%
HF
171
HRT Financial
New York
$5.68M +$5.68M +43,365 New
TMWM
172
Taylor & Morgan Wealth Management
Michigan
$5.64M -$102K -778 -2%
PAI
173
Pittenger & Anderson Inc
Nebraska
$5.57M – – –
AOWM
174
Alpha Omega Wealth Management
Virginia
$5.4M +$567K +4,326 +12%
FHA
175
First Horizon Advisors
Tennessee
$5.38M +$264K +2,016 +5%
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