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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

717 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 326 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+21
Holders Change %
+3.02%
% of All Funds
12.52%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.94%
New
75
Increased
326
Reduced
186
Closed
39
Calls
$2.98M
Puts
$900K
Net Calls
+$2.08M
Net Calls Change
-$2.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$204M
2
BCM
Brookstone Capital Management
Illinois
+$52.2M
3
Betterment LLC
Betterment LLC
New York
+$43M
4
UBS Group
UBS Group
Switzerland
+$25.3M
5
Bank of America
Bank of America
North Carolina
+$23.7M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$523M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$39.3M
3
MIS
Morningstar Investment Services
Illinois
-$32.2M
4
Creative Planning
Creative Planning
Kansas
-$30.5M
5
TF
TIAA FSB
Florida
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
326
Advisory Services Network
Georgia
$1.06M +$156K +1,112 +17%
WCM
327
Windham Capital Management
Massachusetts
$1.05M – – –
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$171K +1,214 +19%
WWM
329
Windsor Wealth Management
Indiana
$1.05M -$30.1K -214 -3%
PFC
330
Phocas Financial Corp
California
$1.04M +$41.4K +295 +4%
CC
331
Courier Capital
New York
$1.04M +$134K +955 +15%
DAS
332
Dynamic Advisor Solutions
Arizona
$1.03M -$102K -726 -9%
WTC
333
WhitTier Trust Company
Nevada
$994K – – –
NB
334
Northwest Bancshares
Pennsylvania
$980K +$31.9K +227 +3%
V
335
Veritable
Delaware
$978K – – –
RIM
336
Rockbridge Investment Management
New York
$976K +$47.2K +336 +5%
SCM
337
Southport Capital Management
Tennessee
$975K +$36K +256 +4%
AIFAIM
338
American Institute for Advanced Investment Management
Arizona
$968K -$20.4K -145 -2%
HIS
339
Horizon Investment Services
Indiana
$959K +$208K +1,477 +28%
FANJ
340
Financial Architects (New Jersey)
New Jersey
$942K – – –
Brown Advisory
341
Brown Advisory
Maryland
$935K +$33.5K +238 +4%
BAS
342
Brown Advisory Securities
Maryland
$934K +$140K +1,000 +18%
WANY
343
Wealthspire Advisors (New York)
New York
$924K -$1.18M -8,377 -56%
WI
344
WrapManager Inc
California
$921K -$26K -185 -3%
JIC
345
Johnson Investment Counsel
Ohio
$917K +$132K +937 +17%
ST
346
Smithfield Trust
Pennsylvania
$913K -$43.4K -309 -5%
IF
347
Intrua Financial
Texas
$913K +$913K +6,297 New
WIA
348
World Investment Advisors
California
$908K +$5.2K +37 +0.6%
NWM
349
Northwest Wealth Management
Iowa
$896K -$1.83K -13 -0.2%
Citadel Advisors
350
Citadel Advisors
Florida
$885K +$636K +4,523 +255%
12 13
14
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