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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 %
RIM
326
Rockbridge Investment Management
New York
$892K +$50.2K +372 +6%
ASN
327
Advisory Services Network
Georgia
$868K -$58.1K -431 -6%
CC
328
Courier Capital
New York
$868K +$112K +834 +15%
Brown Advisory
329
Brown Advisory
Maryland
$865K +$458K +3,399 +113%
NWM
330
Northwest Wealth Management
Iowa
$862K -$49K -363 -5%
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$844K -$16.5K -122 -2%
HCIA
332
Hochman Cole Investment Advisors
Illinois
$844K – – –
KA
333
Kovack Advisors
Florida
$843K +$11.2K +83 +1%
AF
334
Advisornet Financial
Minnesota
$832K -$22.9K -170 -3%
AWM
335
Accel Wealth Management
Iowa
$810K +$492K +3,645 +154%
FP
336
Financial Perspectives
Minnesota
$810K +$804K +108,435 +13,387%
SQA
337
Simon Quick Advisors
New Jersey
$809K +$62.4K +463 +8%
FLA
338
Financial Life Advisors
Texas
$807K -$15.1K -112 -2%
RC
339
RegentAtlantic Capital
New Jersey
$807K +$807K +5,985 New
SFP
340
Strategic Financial Partners
Oregon
$805K -$20K -148 -2%
PCA
341
Personal Capital Advisors
California
$803K -$45.5K -337 -5%
WFPG
342
Waller Financial Planning Group
Ohio
$782K -$14.2K -105 -2%
CSM
343
CAMG Solamere Management
North Carolina
$777K -$336K -2,487 -30%
9WM
344
9258 Wealth Management
Ohio
$773K +$76K +564 +11%
EWM
345
Empirical Wealth Management
Washington
$773K +$349K +2,588 +82%
PIMG
346
Patriot Investment Management Group
Tennessee
$771K +$771K +5,721 New
GPA
347
Guidance Point Advisors
Massachusetts
$766K +$3.1K +23 +0.4%
CBFP
348
Cedar Brook Financial Partners
Ohio
$762K +$23.6K +175 +3%
BAS
349
Brown Advisory Securities
Maryland
$762K +$762K +5,651 New
FA
350
FDx Advisors
Illinois
$761K -$10.8K -80 -1%
12 13
14
15 16