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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
$1.24B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$411M
3
AssetMark Inc
AssetMark Inc
California
$441M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.6M
5
Betterment LLC
Betterment LLC
New York
$1.57B

Top Sellers

1
LWM
Liberty Wealth Management
California
$676K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$219M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$262M
4
Charles Schwab
Charles Schwab
California
$77M
5
MMA
Miracle Mile Advisors
California
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.57B +$19.8M +136,515 +1%
Morgan Stanley
2
Morgan Stanley
New York
$1.24B +$622M +4,286,261 +101%
Bank of America
3
Bank of America
North Carolina
$458M +$6.15M +42,430 +1%
AssetMark Inc
4
AssetMark Inc
California
$441M +$23.1M +159,028 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$411M +$25.5M +175,815 +7%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$321M +$1.63M +11,209 +0.5%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$294M +$3.9M +26,913 +1%
Wells Fargo
8
Wells Fargo
California
$290M -$706K -4,871 -0.2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$262M -$39M -268,623 -13%
UBS Group
10
UBS Group
Switzerland
$229M -$4.45M -30,711 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$219M -$39.2M -270,497 -15%
SGAM
12
Stephens Group Asset Management
Arkansas
$137M +$2.51M +17,303 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$135M -$3.85M -26,540 -3%
LPL Financial
14
LPL Financial
California
$132M -$16.1M -111,037 -11%
Ameriprise
15
Ameriprise
Minnesota
$126M -$19.9M -137,228 -14%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$120M -$18M -124,299 -13%
WA
17
Waverly Advisors
Alabama
$110M -$7.08M -48,835 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$103M -$22.5M -154,907 -18%
EWA
19
EP Wealth Advisors
California
$94.1M +$13.3M +91,675 +16%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$92M +$920K +6,343 +1%
PLFA
21
Pacific Life Fund Advisors
California
$85.9M -$2.8M -19,338 -3%
Stifel Financial
22
Stifel Financial
Missouri
$79.3M -$821K -5,661 -1%
Charles Schwab
23
Charles Schwab
California
$77M -$24.8M -170,990 -24%
MGIA
24
Moneta Group Investment Advisors
Missouri
$75.6M +$6.43M +44,327 +9%
SFC
25
SYM Financial Corp
Indiana
$69M +$2.05M +14,114 +3%
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