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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

973 hedge funds and large institutions have $9.91B invested in Vanguard Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 352 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+7
Holders Change %
+0.72%
% of All Funds
14.11%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
0.96%
New
81
Increased
367
Reduced
352
Closed
59
Calls
$6.27M
Puts
$203K
Net Calls
+$6.07M
Net Calls Change
+$3.9M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$525M
2
MGIA
Moneta Group Investment Advisors
Missouri
$115M
3
OWM
Orgel Wealth Management
Wisconsin
$90.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$463M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$844M
2
Morgan Stanley
Morgan Stanley
New York
$690M
3
Charles Schwab
Charles Schwab
California
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$73.5M
5
SP
Symmetry Partners
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$844M -$844M -5,415,689 -50%
Morgan Stanley
2
Morgan Stanley
New York
$690M -$638M -4,093,298 -48%
AssetMark Inc
3
AssetMark Inc
California
$525M +$50.9M +326,241 +11%
Bank of America
4
Bank of America
North Carolina
$479M -$12.9M -83,037 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$463M +$20.6M +132,197 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$344M -$820K -5,261 -0.2%
Wells Fargo
7
Wells Fargo
California
$308M -$4.11M -26,360 -1%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$295M -$21.1M -135,127 -7%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$281M -$718K -4,607 -0.3%
UBS Group
10
UBS Group
Switzerland
$242M -$5M -32,081 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$230M -$5.84M -37,474 -2%
SGAM
12
Stephens Group Asset Management
Arkansas
$147M -$444K -2,850 -0.3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$143M -$2.34M -15,008 -2%
LPL Financial
14
LPL Financial
California
$138M -$3.6M -23,084 -3%
Ameriprise
15
Ameriprise
Minnesota
$138M +$2.21M +14,173 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$126M -$3.1M -19,851 -2%
MGIA
17
Moneta Group Investment Advisors
Missouri
$115M +$33.7M +215,956 +41%
WA
18
Waverly Advisors
Alabama
$114M -$4.35M -27,891 -4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$102M +$3.04M +19,511 +3%
EWA
20
EP Wealth Advisors
California
$101M +$258K +1,658 +0.3%
OWM
21
Orgel Wealth Management
Wisconsin
$90.8M +$28.9M +185,410 +47%
Stifel Financial
22
Stifel Financial
Missouri
$84.2M -$1.08M -6,909 -1%
PLFA
23
Pacific Life Fund Advisors
California
$80.9M -$11.5M -73,459 -12%
SFC
24
SYM Financial Corp
Indiana
$76.7M +$2.53M +16,250 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$74.3M +$1.05M +6,752 +1%
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