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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
1
Charles Schwab
California
$91.9M
2
EWA
2
EP Wealth Advisors
California
$73M
3
Betterment LLC
3
Betterment LLC
New York
$1.4B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$27.4M
5
SP
5
Symmetry Partners
Connecticut
$22.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$263M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$113M
3
UBS Group
3
UBS Group
Switzerland
$211M
4
Bank of America
4
Bank of America
North Carolina
$408M
5
MMA
5
Miracle Mile Advisors
California
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.4B +$29.9M +228,509 +2%
Morgan Stanley
2
Morgan Stanley
New York
$554M -$5.71M -43,604 -1%
Bank of America
3
Bank of America
North Carolina
$408M -$25.6M -195,693 -6%
AssetMark Inc
4
AssetMark Inc
California
$378M +$12.2M +92,793 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$349M +$1.22M +9,308 +0.4%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$288M -$2.07M -15,803 -0.7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$272M -$3.64M -27,829 -1%
Wells Fargo
8
Wells Fargo
California
$263M -$40.7M -310,670 -13%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$262M +$262M +2,002,010 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$234M +$1.25M +9,512 +0.5%
UBS Group
11
UBS Group
Switzerland
$211M -$31.7M -242,220 -13%
LPL Financial
12
LPL Financial
California
$134M +$3.61M +27,602 +3%
Ameriprise
13
Ameriprise
Minnesota
$132M -$6.42M -48,971 -5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$125M -$4.82M -36,832 -4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$125M +$88.7K +677 +0.1%
SGAM
16
Stephens Group Asset Management
Arkansas
$122M -$11M -84,335 -8%
Osaic Holdings
17
Osaic Holdings
Arizona
$113M -$38.7M -295,553 -25%
WA
18
Waverly Advisors
Alabama
$106M -$4.73M -36,096 -4%
Charles Schwab
19
Charles Schwab
California
$91.9M +$91.9M +702,041 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$82.3M +$7.11M +54,326 +9%
PLFA
21
Pacific Life Fund Advisors
California
$80.1M -$16.9M -128,716 -17%
EWA
22
EP Wealth Advisors
California
$73M +$71.8M +548,206 +5,985%
Stifel Financial
23
Stifel Financial
Missouri
$72.4M +$2.44M +18,602 +3%
Truist Financial
24
Truist Financial
North Carolina
$63.2M +$308K +2,352 +0.5%
MGIA
25
Moneta Group Investment Advisors
Missouri
$62.5M +$5.42M +41,370 +9%
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