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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

717 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 326 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+21
Holders Change %
+3.02%
% of All Funds
12.52%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.94%
New
75
Increased
326
Reduced
186
Closed
39
Calls
$2.98M
Puts
$900K
Net Calls
+$2.08M
Net Calls Change
-$2.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M
2
BCM
Brookstone Capital Management
Illinois
$52.2M
3
Betterment LLC
Betterment LLC
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$280M
5
Bank of America
Bank of America
North Carolina
$331M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
Creative Planning
Kansas
$45.3M
5
TF
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Sepio Capital
Utah
$1.77M – – –
BAM
252
Belpointe Asset Management
Nevada
$1.77M -$197K -1,398 -10%
NFG
253
Nadler Financial Group
Illinois
$1.73M +$322K +2,295 +23%
ATC
254
Argent Trust Co
Tennessee
$1.7M -$47.9K -341 -3%
NW
255
NewEdge Wealth
Pennsylvania
$1.68M -$263K -1,875 -14%
PBF
256
Petix & Botte Financial
California
$1.66M +$104K +737 +7%
NFP
257
Novak Financial Planning
Maryland
$1.66M -$28K -199 -2%
WA
258
Wealth Alliance
New York
$1.66M +$94.7K +674 +6%
BWA
259
BDO Wealth Advisors
Florida
$1.66M -$35.7K -254 -2%
MW
260
Marcum Wealth
Ohio
$1.65M -$401K -2,857 -20%
ANTB
261
AMG National Trust Bank
Colorado
$1.64M +$4.22K +30 +0.3%
CHAM
262
Clear Harbor Asset Management
Connecticut
$1.63M +$114K +809 +7%
AIA
263
AIMZ Investment Advisors
California
$1.63M +$51K +363 +3%
Barclays
264
Barclays
United Kingdom
$1.62M +$1.62M +11,497 New
SFG
265
StrategIQ Financial Group
Indiana
$1.61M +$42.9K +305 +3%
IWM
266
IHT Wealth Management
Illinois
$1.6M +$29.8K +212 +2%
ABC
267
Associated Banc-Corp
Wisconsin
$1.6M -$183K -1,302 -10%
TC
268
TAP Consulting
Missouri
$1.58M +$3.09K +22 +0.2%
CA
269
Cetera Advisors
Colorado
$1.57M +$5.76K +41 +0.4%
GC
270
Grimes & Company
Massachusetts
$1.56M +$27.7K +197 +2%
LL
271
LPWM LLC
Minnesota
$1.55M +$22.9K +162 +2%
WTFG
272
Wells Trecaso Financial Group
Ohio
$1.54M – – –
TCBWMS
273
Texas Capital Bank Wealth Management Services
Texas
$1.52M – – –
LWP
274
Legacy Wealth Planning
Nevada
$1.52M +$39.2K +279 +3%
CSPIA
275
Cary Street Partners Investment Advisory
Virginia
$1.51M +$122K +871 +9%
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