VOE icon

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 %
BSB
176
Bangor Savings Bank
Maine
$5.33M +$137K +1,045 +3%
UB
177
UMB Bank
Missouri
$5.33M -$144K -1,099 -3%
SWIM
178
Smallwood Wealth Investment Management
New Jersey
$5.31M +$84.1K +642 +2%
CI
179
CX Institutional
Indiana
$5.3M -$3.66M -27,975 -41%
PBF
180
Petix & Botte Financial
California
$5.18M +$241K +1,837 +5%
MOS
181
MGO One Seven
Ohio
$5M +$1.08M +8,227 +27%
COI
182
Connable Office Inc
Michigan
$4.96M +$50.6K +386 +1%
WAM
183
Weinberger Asset Management
California
$4.94M -$209K -1,599 -4%
RIA
184
Regal Investment Advisors
Michigan
$4.94M +$115K +881 +2%
KWMG
185
King Wealth Management Group
Florida
$4.9M +$29.9K +228 +0.6%
MRC
186
Millburn Ridgefield Corp
New York
$4.9M +$26.8K +205 +0.6%
NL
187
Navalign LLC
California
$4.8M +$46.4K +354 +1%
FWM
188
Forza Wealth Management
Florida
$4.79M +$14.7K +112 +0.3%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$4.77M +$87.2K +666 +2%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$4.73M +$2.04M +25,824 +76%
PWM
191
Perigon Wealth Management
California
$4.72M +$63K +481 +1%
RA
192
Ruggaard & Associates
Ohio
$4.68M +$17K +130 +0.4%
MFWP
193
Mosaic Family Wealth Partners
Missouri
$4.64M +$6.42K +49 +0.1%
SG
194
Sharper & Granite
California
$4.64M +$138K +1,050 +3%
SCM
195
SOL Capital Management
Maryland
$4.58M -$346K -2,640 -7%
BI
196
Berkeley Inc
Idaho
$4.52M +$6.68K +51 +0.1%
FWP
197
FAS Wealth Partners
Kansas
$4.47M -$37.1K -283 -0.8%
FGG
198
Financial Guidance Group
Florida
$4.46M -$80.5K -615 -2%
LIA
199
LifePlan Investment Advisors
North Carolina
$4.39M +$152K +1,158 +4%
JFA
200
JNBA Financial Advisors
Minnesota
$4.34M -$49.5K -378 -1%
6 7
8
9 10