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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 %
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$1.33M +$690K +5,116 +108%
AWA
277
Arete Wealth Advisors
Illinois
$1.31M +$759K +5,623 +139%
FHA
278
Flagship Harbor Advisors
Massachusetts
$1.3M -$65K -482 -5%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$1.26M +$613K +4,547 +95%
BIM
280
Baldwin Investment Management
Pennsylvania
$1.25M +$327K +2,428 +35%
MFG
281
MidWestOne Financial Group
Iowa
$1.25M +$59.5K +441 +5%
NCMW
282
Northern Capital Management (Washington)
Washington
$1.23M +$598K +4,431 +94%
MECA
283
Miller Equity Capital Advisors
Texas
$1.23M -$12.8K -95 -1%
HCM
284
Howland Capital Management
Massachusetts
$1.22M – – –
SS
285
Simplicity Solutions
Minnesota
$1.2M -$5.41M -40,070 -82%
GT
286
Glenview Trust
Kentucky
$1.2M – – –
CWM
287
Cornerstone Wealth Management
Missouri
$1.19M +$90K +667 +8%
KPWS
288
Kestra Private Wealth Services
Texas
$1.19M -$661K -4,899 -36%
BCIM
289
Bishop & Co Investment Management
Pennsylvania
$1.18M +$26.2K +194 +2%
CANC
290
Culbertson A N & Co
Virginia
$1.18M -$103K -765 -8%
ECAM
291
East Coast Asset Management
Massachusetts
$1.14M -$44.6K -331 -4%
WFA
292
Wellspring Financial Advisors
Ohio
$1.12M -$3.18M -39,167 -74%
B
293
Bridgeworth
Alabama
$1.12M +$2.7K +20 +0.2%
FVWA
294
Foster Victor Wealth Advisors
South Carolina
$1.12M -$76.3K -557 -6%
PAG
295
Pinnacle Advisory Group
Maryland
$1.11M +$1.11M +8,192 New
DAS
296
Dynamic Advisor Solutions
Arizona
$1.08M +$140K +1,034 +15%
MA
297
MONECO Advisors
Connecticut
$1.08M +$23.5K +174 +2%
FNBOMD
298
First National Bank of Mount Dora
Florida
$1.08M +$40.4K +300 +4%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$1.07M +$20.4K +151 +2%
CL
300
Choreo LLC
Illinois
$1.06M -$47.9K -355 -4%
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