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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 %
FPS
301
Fieldpoint Private Securities
Connecticut
$1.06M +$187K +1,385 +21%
CWM
302
Collaborative Wealth Management
Florida
$1.06M +$1.06M +7,050 New
AIM
303
Acropolis Investment Management
Missouri
$1.04M +$3.1K +23 +0.3%
WWM
304
Windsor Wealth Management
Indiana
$1.03M -$30.7K -228 -3%
TI
305
Truepoint Inc
Ohio
$1.03M +$11.3K +84 +1%
ABC
306
Associated Banc-Corp
Wisconsin
$1.03M +$142K +1,750 +16%
REMPR
307
Roof Eidam Maycock Peralta (REMP)
California
$1.03M +$14.8K +110 +1%
RPSA
308
Richard P. Slaughter Associates
Texas
$1.02M +$1.02M +7,599 New
Financial Engines Advisors
309
Financial Engines Advisors
California
$1.02M -$18.2K -135 -2%
CAL
310
Capital Advisors Ltd
Ohio
$1.02M +$47K +348 +5%
WCM
311
Windham Capital Management
Massachusetts
$1.01M – – –
MSA
312
Marino Stram & Associates
Massachusetts
$968K +$395K +2,929 +69%
PFC
313
Phocas Financial Corp
California
$958K +$958K +7,100 New
HAS
314
HBW Advisory Services
California
$955K +$93K +690 +11%
WTC
315
WhitTier Trust Company
Nevada
$954K – – –
AIFAIM
316
American Institute for Advanced Investment Management
Arizona
$949K -$1.35K -10 -0.1%
V
317
Veritable
Delaware
$939K – – –
AA
318
Advisory Alpha
Michigan
$939K +$939K +6,960 New
ST
319
Smithfield Trust
Pennsylvania
$918K -$156K -1,157 -15%
IWA
320
IVC Wealth Advisors
Pennsylvania
$913K +$428K +3,175 +88%
NB
321
Northwest Bancshares
Pennsylvania
$911K +$2.29K +17 +0.3%
WIA
322
World Investment Advisors
California
$910K +$19.5K +138 +2%
WI
323
WrapManager Inc
California
$909K +$12.4K +92 +1%
FANJ
324
Financial Architects (New Jersey)
New Jersey
$905K – – –
SCM
325
Southport Capital Management
Tennessee
$901K +$901K +6,680 New
11 12
13
14 15