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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

975 hedge funds and large institutions have $9.78B invested in Vanguard Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
14.18%
Holding in Top 10
55
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.67%
% of All Funds
0.8%
New
75
Increased
321
Reduced
361
Closed
58
Calls
$4.86M
Puts
$60K
Net Calls
+$4.8M
Net Calls Change
-$1.27M

Top Buyers

1
AA
Axiom Advisory
California
$189M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$83.2M
3
SP
Symmetry Partners
Connecticut
$26.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$471M
5
Morgan Stanley
Morgan Stanley
New York
$690M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$728M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$237M
3
EH
Equitable Holdings
New York
$52.6M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$271M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$728M -$86M -572,026 -11%
Morgan Stanley
2
Morgan Stanley
New York
$690M +$24.3M +161,376 +4%
AssetMark Inc
3
AssetMark Inc
California
$528M +$21.5M +142,800 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$471M +$24.5M +163,001 +5%
Bank of America
5
Bank of America
North Carolina
$463M +$295K +1,959 +0.1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$347M +$15.5M +103,034 +5%
Wells Fargo
7
Wells Fargo
California
$291M -$5.92M -39,326 -2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$271M -$13.5M -89,994 -5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$237M -$34.8M -231,060 -13%
UBS Group
10
UBS Group
Switzerland
$231M -$2.12M -14,070 -0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$219M -$3.16M -20,982 -1%
AA
12
Axiom Advisory
California
$189M +$186M +1,227,882 +6,399%
SGAM
13
Stephens Group Asset Management
Arkansas
$143M +$872K +5,798 +0.6%
LPL Financial
14
LPL Financial
California
$138M +$4.71M +31,300 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$137M -$860K -5,715 -0.6%
Ameriprise
16
Ameriprise
Minnesota
$135M +$2.18M +14,525 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$122M +$525K +3,492 +0.4%
MGIA
18
Moneta Group Investment Advisors
Missouri
$112M +$723K +4,808 +0.7%
EWA
19
EP Wealth Advisors
California
$110M +$12M +79,936 +12%
WA
20
Waverly Advisors
Alabama
$103M -$7.06M -46,958 -6%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$98.1M -$317K -2,110 -0.3%
OWM
22
Orgel Wealth Management
Wisconsin
$95.6M +$8M +53,170 +9%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$83.2M +$44.2M +293,925 +113%
Stifel Financial
24
Stifel Financial
Missouri
$81.3M +$87.1K +579 +0.1%
PLFA
25
Pacific Life Fund Advisors
California
$78.6M +$548K +3,644 +0.7%
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