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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 %
TFA
351
TPG Financial Advisors
Oregon
$755K -$60.1K -446 -7%
JIC
352
Johnson Investment Counsel
Ohio
$754K +$8.5K +63 +1%
CHA
353
Carmichael Hill & Associates
Maryland
$749K -$13K -96 -2%
PWM
354
Perigon Wealth Management
California
$743K +$77.6K +576 +12%
MWM
355
Meridian Wealth Management
Kentucky
$742K +$15.5K +115 +2%
MA
356
Mutual Advisors
Nebraska
$734K -$362K -2,683 -33%
HWA
357
Heartwood Wealth Advisors
Virginia
$731K – – –
RCA
358
Rex Capital Advisors
Rhode Island
$725K – – –
HIS
359
Horizon Investment Services
Indiana
$721K +$199K +1,477 +38%
CS
360
Credit Suisse
Switzerland
$718K -$2.95M -21,840 -80%
MSFS
361
Main Street Financial Solutions
Pennsylvania
$697K +$273K +2,021 +64%
NRI
362
NFP Retirement Inc
California
$696K +$38.8K +288 +6%
AWM
363
Altavista Wealth Management
North Carolina
$692K +$8.1K +60 +1%
QCM
364
Quest Capital Management
Texas
$680K +$680K +5,045 New
IA
365
IFP Advisors
Florida
$676K +$74.5K +555 +12%
BS
366
Boenning & Scattergood
Pennsylvania
$675K +$152K +1,123 +29%
CAM
367
Cresset Asset Management
Illinois
$674K +$5.52K +41 +0.8%
BCA
368
Bay Colony Advisors
Massachusetts
$659K +$82.9K +615 +14%
JPLA
369
Joseph P. Lucia & Associates
New York
$656K +$43.8K +325 +7%
BPA
370
Beacon Pointe Advisors
California
$652K +$43.5K +322 +7%
AW
371
Avion Wealth
Texas
$641K +$641K +4,751 +237,550%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$632K +$337K +2,495 +114%
EFL
373
ERn Financial LLC
Wisconsin
$631K -$9.18K -68 -1%
ZB
374
Zions Bancorporation
Utah
$631K – – –
WSTAM
375
Wilbanks Smith & Thomas Asset Management
Virginia
$618K +$241K +1,790 +64%
13 14
15
16 17