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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 %
AWS
201
Atria Wealth Solutions
New York
$4.33M -$645K -4,929 -13%
CSWM
202
Cassady Schiller Wealth Management
Ohio
$4.31M +$175K +1,336 +4%
ASN
203
Advisory Services Network
Georgia
$4.21M +$428K +3,271 +11%
SWM
204
Spire Wealth Management
Virginia
$4.18M +$185K +1,412 +5%
AWM
205
Accel Wealth Management
Iowa
$4.14M +$174K +1,328 +4%
Brown Advisory
206
Brown Advisory
Maryland
$4.13M +$244K +1,864 +6%
FTS
207
Fifth Third Securities
Ohio
$4.12M +$230K +1,753 +6%
HIA
208
Harbor Investment Advisory
Maryland
$4.1M -$152K -1,160 -4%
PFA
209
Pure Financial Advisors
California
$4.03M -$52.5K -401 -1%
IA
210
Inspire Advisors
Idaho
$4.01M +$1.83M +13,959 +84%
UCFA
211
United Capital Financial Advisors
Texas
$3.99M -$506K -3,861 -11%
HWM
212
HB Wealth Management
Georgia
$3.94M -$22.7K -173 -0.6%
SIG
213
Sargent Investment Group
Maryland
$3.94M +$47.3K +361 +1%
VCP
214
Verus Capital Partners
Arizona
$3.9M +$159K +1,211 +4%
IFPL
215
Investments & Financial Planning LLC
Kentucky
$3.9M -$28K -214 -0.7%
GT
216
Glenview Trust
Kentucky
$3.89M +$19K +145 +0.5%
SCP
217
Stevens Capital Partners
Nebraska
$3.79M -$265K -2,025 -7%
TAM
218
Tocqueville Asset Management
New York
$3.77M -$27.8K -212 -0.7%
ZC
219
Zeit Capital
Colorado
$3.77M +$5.5K +42 +0.1%
SFO
220
Stokes Family Office
Louisiana
$3.77M +$94.8K +724 +3%
BMCM
221
Bryn Mawr Capital Management
Pennsylvania
$3.76M -$10.9K -83 -0.3%
EA
222
Eclectic Associates
California
$3.67M +$70.1K +535 +2%
Corient Private Wealth
223
Corient Private Wealth
Florida
$3.6M +$305K +2,330 +9%
EWA
224
EverSource Wealth Advisors
Alabama
$3.57M -$61.9K -473 -2%
KPWS
225
Kestra Private Wealth Services
Texas
$3.56M +$384K +2,929 +12%
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