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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
1
Pacific Life Fund Advisors
California
$102M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$79.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$245M
4
Betterment LLC
4
Betterment LLC
New York
$1.45B
5
SGAM
5
Stephens Group Asset Management
Arkansas
$140M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$122M
2
EWA
2
EP Wealth Advisors
California
$69.2M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$30.7M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$15.2M
5
Truist Financial
5
Truist Financial
North Carolina
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.45B +$38.3M +276,527 +3%
Morgan Stanley
2
Morgan Stanley
New York
$592M +$4.46M +32,249 +0.8%
Bank of America
3
Bank of America
North Carolina
$458M -$13.7M -99,214 -3%
AssetMark Inc
4
AssetMark Inc
California
$386M +$14.3M +103,485 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$367M +$14.7M +106,211 +4%
Wells Fargo
6
Wells Fargo
California
$321M -$16.9M -121,983 -5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$307M +$2.53M +18,276 +0.8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$291M +$6.61M +47,763 +2%
TF
9
TIAA FSB
Florida
$269M +$787K +5,689 +0.3%
UBS Group
10
UBS Group
Switzerland
$257M -$23.4M -169,199 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$245M +$38.7M +279,596 +19%
Osaic Holdings
12
Osaic Holdings
Arizona
$160M +$4.43M +32,021 +3%
Ameriprise
13
Ameriprise
Minnesota
$146M -$11.4M -82,716 -7%
SGAM
14
Stephens Group Asset Management
Arkansas
$140M +$18.5M +133,530 +15%
LPL Financial
15
LPL Financial
California
$138M +$8.25M +59,633 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$137M -$15.9M -115,246 -10%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$132M -$847K -6,118 -0.6%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$122M -$100M -724,878 -45%
WA
19
Waverly Advisors
Alabama
$117M -$95.6K -691 -0.1%
PLFA
20
Pacific Life Fund Advisors
California
$102M +$102M +740,670 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$79.4M +$62.3M +450,395 +365%
Stifel Financial
22
Stifel Financial
Missouri
$73.9M -$2.3M -16,622 -3%
EWA
23
EP Wealth Advisors
California
$69.2M -$95.1M -12,579 -58%
Truist Financial
24
Truist Financial
North Carolina
$66.5M -$39.1M -282,364 -37%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$63.8M -$900K -6,503 -1%
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