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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 %
EFG
201
Everhart Financial Group
Ohio
$4.33M +$480K +2,136 +12%
PFA
202
Pure Financial Advisors
California
$4.31M -$44.8K -324 -1%
SCP
203
Stevens Capital Partners
Nebraska
$4.28M +$44.4K +321 +1%
SWM
204
Spire Wealth Management
Virginia
$4.22M +$222K +1,603 +6%
HWM
205
HB Wealth Management
Georgia
$4.19M +$4.98K +36 +0.1%
AWM
206
Accel Wealth Management
Iowa
$4.19M +$698K +5,043 +20%
IFPL
207
Investments & Financial Planning LLC
Kentucky
$4.15M -$252K -1,822 -6%
MOS
208
MGO One Seven
Ohio
$4.14M -$4.58M -33,070 -52%
SIG
209
Sargent Investment Group
Maryland
$4.11M +$199K +1,439 +5%
FTS
210
Fifth Third Securities
Ohio
$4.11M -$134K -965 -3%
Brown Advisory
211
Brown Advisory
Maryland
$4.11M +$1.94M +14,008 +89%
GT
212
Glenview Trust
Kentucky
$4.09M +$336K +2,430 +9%
TAM
213
Tocqueville Asset Management
New York
$4.02M +$28.1K +203 +0.7%
ASN
214
Advisory Services Network
Georgia
$3.99M -$650K -4,698 -14%
BMCM
215
Bryn Mawr Capital Management
Pennsylvania
$3.99M -$1.37M -9,881 -26%
ZC
216
Zeit Capital
Colorado
$3.98M -$692 -5 -0%
VCP
217
Verus Capital Partners
Arizona
$3.96M +$270K +1,954 +7%
TC
218
Tenret Company
Florida
$3.93M +$30.6K +221 +0.8%
SFO
219
Stokes Family Office
Louisiana
$3.88M +$33.2K +240 +0.9%
EWA
220
EverSource Wealth Advisors
Alabama
$3.84M -$53.6K -387 -1%
EA
221
Eclectic Associates
California
$3.8M +$120K +869 +3%
SPC
222
Sigma Planning Corp
Michigan
$3.79M -$300K -2,166 -7%
CAWM
223
Capital Advisors Wealth Management
Washington
$3.73M +$96.6K +698 +3%
EA
224
Echo45 Advisors
California
$3.67M +$192K +1,390 +6%
FUBT
225
First United Bank & Trust
Maryland
$3.61M -$103K -741 -3%
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