VOE icon

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
+$622M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.5M
3
AssetMark Inc
AssetMark Inc
California
+$23.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$21M
5
Betterment LLC
Betterment LLC
New York
+$19.8M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$55.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$39.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$39M
4
Charles Schwab
Charles Schwab
California
-$24.8M
5
MMA
Miracle Mile Advisors
California
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
176
Navalign LLC
California
$5.84M +$526K +3,628 +10%
PBF
177
Petix & Botte Financial
California
$5.81M +$73.5K +507 +1%
UB
178
UMB Bank
Missouri
$5.71M -$183K -1,265 -3%
RIA
179
Regal Investment Advisors
Michigan
$5.69M +$225K +1,551 +4%
LA
180
LPF Advisors
Florida
$5.57M +$5.57M +38,388 New
MOS
181
MGO One Seven
Ohio
$5.49M -$38.6K -266 -0.7%
PWM
182
Perigon Wealth Management
California
$5.32M +$100K +691 +2%
KWMG
183
King Wealth Management Group
Florida
$5.25M -$176K -1,213 -3%
Citadel Advisors
184
Citadel Advisors
Florida
$5.22M +$3.54M +24,417 +211%
WAM
185
Weinberger Asset Management
California
$5.17M -$304K -2,094 -6%
FHA
186
First Horizon Advisors
Tennessee
$5.15M -$804K -5,544 -13%
LIA
187
LifePlan Investment Advisors
North Carolina
$5M +$145K +997 +3%
MFWP
188
Mosaic Family Wealth Partners
Missouri
$4.97M -$171K -1,182 -3%
CSWM
189
Cassady Schiller Wealth Management
Ohio
$4.94M +$171K +1,177 +4%
KPWS
190
Kestra Private Wealth Services
Texas
$4.94M +$1M +6,912 +25%
SG
191
Sharper & Granite
California
$4.92M -$212K -1,465 -4%
FWP
192
FAS Wealth Partners
Kansas
$4.92M -$25.5K -176 -0.5%
BI
193
Berkeley Inc
Idaho
$4.91M -$94.5K -652 -2%
AWS
194
Atria Wealth Solutions
New York
$4.82M +$29.1K +201 +0.6%
SCM
195
SOL Capital Management
Maryland
$4.78M -$297K -2,045 -6%
FTS
196
Fifth Third Securities
Ohio
$4.74M +$179K +1,231 +4%
JFA
197
JNBA Financial Advisors
Minnesota
$4.72M -$86.6K -597 -2%
FMTCOCP
198
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.68M +$4.41M +30,410 +1,610%
BMCM
199
Bryn Mawr Capital Management
Pennsylvania
$4.64M +$472K +3,254 +11%
HIA
200
Harbor Investment Advisory
Maryland
$4.56M +$12K +83 +0.3%
6 7
8
9 10