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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 %
AWS
176
Atria Wealth Solutions
New York
$5.26M -$523K -3,781 -9%
PBF
177
Petix & Botte Financial
California
$5.22M +$2.68M +19,370 +106%
SCM
178
SOL Capital Management
Maryland
$5.21M +$172K +1,240 +3%
COI
179
Connable Office Inc
Michigan
$5.19M +$5.19M +37,471 New
KWMG
180
King Wealth Management Group
Florida
$5.15M -$135K -973 -3%
MRC
181
Millburn Ridgefield Corp
New York
$5.15M -$495K -3,580 -9%
AOWM
182
Alpha Omega Wealth Management
Virginia
$5.11M -$32K -231 -0.6%
RIA
183
Regal Investment Advisors
Michigan
$5.1M +$113K +819 +2%
FWM
184
Forza Wealth Management
Florida
$5.05M +$65.5K +473 +1%
NL
185
Navalign LLC
California
$5.02M +$109K +787 +2%
TFCP
186
Twin Focus Capital Partners
Massachusetts
$4.95M -$722K -5,218 -13%
RA
187
Ruggaard & Associates
Ohio
$4.93M +$236K +1,707 +5%
PWM
188
Perigon Wealth Management
California
$4.92M +$2.34M +16,902 +91%
MFWP
189
Mosaic Family Wealth Partners
Missouri
$4.9M -$172K -1,241 -3%
FGG
190
Financial Guidance Group
Florida
$4.8M -$279K -2,018 -5%
BI
191
Berkeley Inc
Idaho
$4.77M -$21.3K -154 -0.4%
FWP
192
FAS Wealth Partners
Kansas
$4.76M -$58.1K -420 -1%
SG
193
Sharper & Granite
California
$4.76M +$157K +1,137 +3%
UCFA
194
United Capital Financial Advisors
Texas
$4.75M -$7.2K -52 -0.2%
CSPIA
195
Cary Street Partners Investment Advisory
Virginia
$4.7M -$200K -1,442 -4%
JFA
196
JNBA Financial Advisors
Minnesota
$4.64M -$25K -181 -0.5%
TA
197
TFB Advisors
Kansas
$4.53M +$1.62M +11,731 +56%
HIA
198
Harbor Investment Advisory
Maryland
$4.5M +$27.1K +196 +0.6%
LIA
199
LifePlan Investment Advisors
North Carolina
$4.48M +$4.48M +32,343 New
CSWM
200
Cassady Schiller Wealth Management
Ohio
$4.37M +$59K +426 +1%
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