VOE icon

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 %
KA
351
Kovack Advisors
Florida
$881K +$2.39K +17 +0.3%
EWM
352
Empirical Wealth Management
Washington
$880K +$75.4K +537 +9%
PCA
353
Personal Capital Advisors
California
$868K +$32K +228 +4%
SFP
354
Strategic Financial Partners
Oregon
$864K +$25.6K +182 +3%
CAM
355
Cresset Asset Management
Illinois
$860K +$157K +1,115 +22%
AF
356
Advisornet Financial
Minnesota
$858K -$9.7K -69 -1%
MWM
357
Meridian Wealth Management
Kentucky
$852K +$79.6K +567 +10%
Susquehanna International Group
358
Susquehanna International Group
Pennsylvania
$845K +$535K +3,811 +173%
HCIA
359
Hochman Cole Investment Advisors
Illinois
$834K -$45K -320 -5%
OPS
360
Orion Portfolio Solutions
Nebraska
$833K +$431K +3,068 +107%
WFPG
361
Waller Financial Planning Group
Ohio
$825K +$10.5K +75 +1%
TPA
362
Trivium Point Advisory
Connecticut
$813K +$813K +5,784 New
CSM
363
CAMG Solamere Management
North Carolina
$808K -$562 -4 -0.1%
9WM
364
9258 Wealth Management
Ohio
$806K +$702 +5 +0.1%
GPA
365
Guidance Point Advisors
Massachusetts
$802K +$3.93K +28 +0.5%
NRI
366
NFP Retirement Inc
California
$800K +$74.6K +531 +10%
BS
367
Boenning & Scattergood
Pennsylvania
$793K +$90.5K +644 +13%
PIA
368
Pinion Investment Advisors
Kansas
$788K +$534K +3,801 +210%
FA
369
FDx Advisors
Illinois
$782K -$11.4K -81 -1%
FLA
370
Financial Life Advisors
Texas
$777K -$63.8K -454 -8%
CHA
371
Carmichael Hill & Associates
Maryland
$775K -$5.48K -39 -0.7%
CBFP
372
Cedar Brook Financial Partners
Ohio
$772K -$21.2K -151 -3%
PIMG
373
Patriot Investment Management Group
Tennessee
$770K -$33.3K -237 -4%
MA
374
Mutual Advisors
Nebraska
$769K +$4.5K +32 +0.6%
HWA
375
Heartwood Wealth Advisors
Virginia
$761K – – –
13 14
15
16 17