VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

829 hedge funds and large institutions have $9.73B invested in Vanguard Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 347 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+121
Holders Change %
+17.09%
% of All Funds
12.8%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
0.85%
New
172
Increased
347
Reduced
170
Closed
39
Calls
$8.3M
Puts
$902K
Net Calls
+$7.4M
Net Calls Change
+$4.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.8M
2
PPW
Parcion Private Wealth
Washington
+$42.8M
3
Bank of America
Bank of America
North Carolina
+$28M
4
AssetMark Inc
AssetMark Inc
California
+$24.7M
5
CG
Colony Group
Massachusetts
+$22.5M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$68M
2
PAG
Private Advisor Group
New Jersey
-$25.7M
3
BCM
Brookstone Capital Management
Illinois
-$8.55M
4
CAG
Compass Advisory Group
New York
-$6.13M
5
IFA
Interactive Financial Advisors
Illinois
-$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
276
Nadler Financial Group
Illinois
$1.97M – – –
D
277
Dentgroup
Louisiana
$1.96M +$1.96M +13,033 New
RRC
278
Relaxing Retirement Coach
Massachusetts
$1.95M -$61.8K -412 -3%
PFG
279
Pinnacle Financial Group
Illinois
$1.95M +$1.95M +12,949 New
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$1.92M -$17.1K -114 -0.9%
WA
281
Wealth Alliance
New York
$1.91M +$52.9K +352 +3%
CWMGP
282
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.9M +$1.9M +12,606 New
AAS
283
Ameritas Advisory Services
Nebraska
$1.89M +$1.89M +12,547 New
CA
284
Cetera Advisors
Colorado
$1.89M -$131K -869 -6%
PD
285
Planning Directions
Pennsylvania
$1.85M -$17.3K -115 -0.9%
ATC
286
Argent Trust Co
Tennessee
$1.83M -$1.2K -8 -0.1%
FIA
287
Foundations Investment Advisors
Arizona
$1.82M -$112K -736 -6%
NW
288
NewEdge Wealth
Pennsylvania
$1.82M +$10.2K +68 +0.6%
IWM
289
IHT Wealth Management
Illinois
$1.8M -$25.9K -172 -1%
SFG
290
StrategIQ Financial Group
Indiana
$1.8M +$17K +113 +1%
SCA
291
Scott Capital Advisors
Oregon
$1.79M +$1.79M +11,904 New
CCA
292
Checchi Capital Advisers
California
$1.78M +$185K +1,228 +12%
GC
293
Grimes & Company
Massachusetts
$1.76M +$101K +669 +6%
LWP
294
Legacy Wealth Planning
Nevada
$1.74M +$109K +727 +7%
ABC
295
Associated Banc-Corp
Wisconsin
$1.74M -$17.4K -116 -1%
PFA
296
Pathway Financial Advisors
Vermont
$1.73M +$1.73M +11,821 New
AWA
297
Arete Wealth Advisors
Illinois
$1.72M +$344K +2,286 +25%
CAM
298
Crestone Asset Management
Colorado
$1.71M – – –
LL
299
LPWM LLC
Minnesota
$1.68M +$30.7K +204 +2%
CWM
300
Cornerstone Wealth Management
Missouri
$1.67M +$152K +1,013 +10%
10 11
12
13 14