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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

696 hedge funds and large institutions have $8.28B invested in Vanguard Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 316 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+46
Holders Change %
+7.08%
% of All Funds
12.26%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.83%
New
86
Increased
316
Reduced
187
Closed
37
Calls
$5.48M
Puts
$997K
Net Calls
+$4.48M
Net Calls Change
+$3.44M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$63M
2
UBS Group
UBS Group
Switzerland
+$50.4M
3
BWL
Bogart Wealth LLC
Virginia
+$29.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$24.3M
5
Ameriprise
Ameriprise
Minnesota
+$22.8M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$28.4M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$19.6M
3
TF
TIAA FSB
Florida
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.5M
5
KAS
Kestra Advisory Services
Texas
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
226
B. Riley Wealth Advisors
Florida
$1.88M +$296K +2,197 +19%
BAM
227
Belpointe Asset Management
Nevada
$1.88M +$1.73M +12,838 +1,142%
NW
228
NewEdge Wealth
Pennsylvania
$1.87M +$9.3K +69 +0.5%
RRC
229
Relaxing Retirement Coach
Massachusetts
$1.84M -$713K -5,285 -28%
HCP
230
Hexagon Capital Partners
Arkansas
$1.84M -$41.1K -305 -2%
PD
231
Planning Directions
Pennsylvania
$1.83M -$2.83K -21 -0.2%
CFAM
232
Center For Asset Management
Florida
$1.78M +$51.9K +385 +3%
EFG
233
Everhart Financial Group
Ohio
$1.74M -$809 -6 -0%
GM
234
GeoWealth Management
Illinois
$1.72M -$1.07M -7,939 -38%
SC
235
Sepio Capital
Utah
$1.7M – – –
TFCP
236
Twin Focus Capital Partners
Massachusetts
$1.7M +$1.4M +10,383 +472%
PFA
237
Pathway Financial Advisors
Vermont
$1.68M +$11.1K +78 +0.7%
ATC
238
Argent Trust Co
Tennessee
$1.68M -$2.83K -21 -0.2%
LWP
239
Lumature Wealth Partners
Georgia
$1.65M +$564K +4,183 +52%
SCA
240
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M – – –
BWA
241
BDO Wealth Advisors
Florida
$1.63M -$223K -1,654 -12%
NFP
242
Novak Financial Planning
Maryland
$1.62M -$21.9K -162 -1%
SEIA
243
Signature Estate & Investment Advisors
California
$1.62M -$75.9K -563 -4%
ANTB
244
AMG National Trust Bank
Colorado
$1.57M +$125K +928 +9%
Comerica Bank
245
Comerica Bank
Texas
$1.55M +$165K +1,182 +12%
GWM
246
Geneos Wealth Management
Colorado
$1.55M +$277K +1,964 +22%
WP
247
WealthShield Partners
North Carolina
$1.53M +$6.61K +49 +0.4%
AIA
248
AIMZ Investment Advisors
California
$1.51M +$24.1K +179 +2%
IWM
249
IHT Wealth Management
Illinois
$1.51M -$37.2K -276 -2%
TC
250
TAP Consulting
Missouri
$1.51M +$638K +4,735 +73%
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