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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 %
FGG
201
Financial Guidance Group
Florida
$4.55M -$392K -2,700 -8%
SCP
202
Stevens Capital Partners
Nebraska
$4.53M +$335K +2,313 +8%
Brown Advisory
203
Brown Advisory
Maryland
$4.53M -$44.8K -309 -1%
FWM
204
Forza Wealth Management
Florida
$4.5M -$804K -5,546 -15%
SWM
205
Spire Wealth Management
Virginia
$4.48M -$63.1K -444 -1%
PFA
206
Pure Financial Advisors
California
$4.46M +$725 +5 +0%
EA
207
Echo45 Advisors
California
$4.45M +$586K +4,040 +15%
HWM
208
HB Wealth Management
Georgia
$4.44M +$76K +524 +2%
TC
209
Tenret Company
Florida
$4.27M +$4.27M +29,472 New
CI
210
CX Institutional
Indiana
$4.27M -$1.6M -11,049 -27%
MMA
211
Miracle Mile Advisors
California
$4.19M -$24.3M -167,905 -85%
AWM
212
Accel Wealth Management
Iowa
$4.11M -$475K -3,275 -10%
TAM
213
Tocqueville Asset Management
New York
$4.08M -$97.3K -671 -2%
Goldman Sachs
214
Goldman Sachs
New York
$4.07M +$1.74M +11,988 +74%
GWMR
215
GC Wealth Management RIA
Massachusetts
$4.04M +$4.04M +27,885 New
TA
216
TFB Advisors
Kansas
$3.99M +$3.99M +27,539 New
ZC
217
Zeit Capital
Colorado
$3.96M -$214K -1,475 -5%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$3.93M -$1.35M -9,282 -25%
MBI
219
May Barnhard Investments
Maryland
$3.93M +$3.93M +27,095 New
EWA
220
EverSource Wealth Advisors
Alabama
$3.83M -$124K -853 -3%
MRC
221
Millburn Ridgefield Corp
New York
$3.79M -$1.63M -11,229 -30%
NB
222
Nicolet Bankshares
Wisconsin
$3.78M +$3.46M +23,865 +1,069%
GT
223
Glenview Trust
Kentucky
$3.78M -$527K -3,632 -12%
NAS
224
Nicolet Advisory Services
Wisconsin
$3.76M +$3.41M +23,708 +991%
BGAI
225
Bruce G. Allen Investments
Colorado
$3.73M +$3.73M +25,729 New
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