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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$61.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$41.9M
3
TC
Trust Company
Kansas
+$38.8M
4
PAG
Private Advisor Group
New Jersey
+$26.9M
5
AssetMark Inc
AssetMark Inc
California
+$23.5M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$124M
2
EC
Estate Counselors
Wisconsin
-$21.6M
3
FIA
Foundations Investment Advisors
Arizona
-$16.6M
4
BWL
Bogart Wealth LLC
Virginia
-$14.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$1.21M +$78.2K +560 +7%
BAM
302
Belpointe Asset Management
Nevada
$1.19M -$564K -4,040 -32%
ECAM
303
East Coast Asset Management
Massachusetts
$1.18M +$140 +1 +0%
ASN
304
Advisory Services Network
Georgia
$1.17M +$121K +864 +11%
JMF
305
Johnson Midwest Financial
Iowa
$1.17M +$1.16M +8,339 +25,270%
GT
306
Glenview Trust
Kentucky
$1.16M -$16.9K -121 -1%
EWM
307
Empirical Wealth Management
Washington
$1.16M +$283K +2,027 +32%
WIA
308
World Investment Advisors
California
$1.16M +$254K +1,822 +28%
MSA
309
Marino Stram & Associates
Massachusetts
$1.15M +$952K +6,815 +475%
FNBOMD
310
First National Bank of Mount Dora
Florida
$1.11M – – –
SS
311
Simplicity Solutions
Minnesota
$1.11M +$1.11M +7,952 New
WI
312
WrapManager Inc
California
$1.11M +$193K +1,383 +21%
WWM
313
Windsor Wealth Management
Indiana
$1.11M +$49.7K +351 +5%
TI
314
Truepoint Inc
Ohio
$1.1M +$17.6K +126 +2%
CL
315
Choreo LLC
Illinois
$1.1M -$42.9K -307 -4%
CC
316
Courier Capital
New York
$1.09M +$60K +430 +6%
IAN
317
Integrated Advisors Network
Texas
$1.07M -$838 -6 -0.1%
AIM
318
Acropolis Investment Management
Missouri
$1.06M +$3.25K +24 +0.3%
Brown Advisory
319
Brown Advisory
Maryland
$1.05M +$124K +885 +13%
AMM
320
American Money Management
California
$1.05M +$1.05M +7,540 New
FVWA
321
Foster Victor Wealth Advisors
South Carolina
$1.05M -$25K -179 -2%
WCM
322
Windham Capital Management
Massachusetts
$1.05M – – –
RIM
323
Rockbridge Investment Management
New York
$1.04M +$73.9K +529 +8%
B
324
Bridgeworth
Alabama
$1.03M -$46.2K -331 -4%
CAL
325
Capital Advisors Ltd
Ohio
$1.03M -$27.4K -196 -3%
11 12
13
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