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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 %
WPC
301
Wedmont Private Capital
Pennsylvania
$1.67M +$1.67M +10,958 New
PSF
302
Pacific Sun Financial
California
$1.67M +$14.3K +95 +0.9%
IWA
303
IVC Wealth Advisors
Pennsylvania
$1.66M +$270K +1,794 +19%
WANY
304
Wealthspire Advisors (New York)
New York
$1.65M +$88.7K +590 +6%
REMPR
305
Roof Eidam Maycock Peralta (REMP)
California
$1.63M +$129K +855 +9%
GBT
306
Grove Bank & Trust
Florida
$1.63M -$1.5K -10 -0.1%
WTFG
307
Wells Trecaso Financial Group
Ohio
$1.63M +$4.51K +30 +0.3%
TCBWMS
308
Texas Capital Bank Wealth Management Services
Texas
$1.63M – – –
AWM
309
Aspire Wealth Management
Massachusetts
$1.62M +$1.62M +10,753 New
PFS
310
Prospera Financial Services
Texas
$1.6M +$735K +4,884 +85%
VIA
311
Vickerman Investment Advisors
Washington
$1.58M -$1.03M -6,865 -39%
Allspring Global Investments
312
Allspring Global Investments
North Carolina
$1.58M +$1.58M +10,509 New
CANC
313
Culbertson A N & Co
Virginia
$1.57M -$27.1K -180 -2%
PWM
314
Perigon Wealth Management
California
$1.57M +$156K +1,039 +11%
EWM
315
Empirical Wealth Management
Washington
$1.56M +$317K +2,106 +25%
IA
316
Insight Advisors
Pennsylvania
$1.55M -$52.2K -347 -3%
SEIA
317
Signature Estate & Investment Advisors
California
$1.54M +$13.1K +87 +0.9%
ANTB
318
AMG National Trust Bank
Colorado
$1.53M -$208K -1,385 -12%
CS
319
Capital Square
Tennessee
$1.52M -$9.04K -60 -0.6%
SQA
320
Simon Quick Advisors
New Jersey
$1.51M +$6.47K +43 +0.4%
SCM
321
Southport Capital Management
Tennessee
$1.5M +$657K +4,369 +78%
9WM
322
9258 Wealth Management
Ohio
$1.5M +$610K +4,056 +69%
BSW
323
Buckingham Strategic Wealth
Missouri
$1.48M -$152K -1,010 -9%
GT
324
Glenview Trust
Kentucky
$1.48M +$225K +1,495 +18%
NFC
325
Northeast Financial Consultants
Connecticut
$1.48M – – –
11 12
13
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