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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 %
KWP
351
Keystone Wealth Partners
Arizona
$1.23M +$1.23M +8,156 New
WI
352
WrapManager Inc
California
$1.21M +$19.7K +131 +2%
BAM
353
Belpointe Asset Management
Nevada
$1.21M -$71.3K -475 -6%
FNBOMD
354
First National Bank of Mount Dora
Florida
$1.2M – – –
TI
355
Truepoint Inc
Ohio
$1.19M +$7.07K +47 +0.6%
WWM
356
Windsor Wealth Management
Indiana
$1.19M +$457 +3 +0%
SS
357
Simplicity Solutions
Minnesota
$1.19M -$6.92K -46 -0.6%
AIM
358
Acropolis Investment Management
Missouri
$1.18M +$4.81K +32 +0.4%
IF
359
Intrua Financial
Texas
$1.17M +$188K +1,249 +19%
HIS
360
Horizon Investment Services
Indiana
$1.14M +$46.6K +310 +4%
CL
361
Choreo LLC
Illinois
$1.13M -$49.9K -332 -4%
WCM
362
Windham Capital Management
Massachusetts
$1.13M – – –
RIM
363
Rockbridge Investment Management
New York
$1.13M +$1.65K +11 +0.1%
IA
364
IFP Advisors
Florida
$1.12M -$495K -3,281 -31%
CAL
365
Capital Advisors Ltd
Ohio
$1.11M – – –
PCA
366
Personal Capital Advisors
California
$1.09M +$138K +949 +14%
Brown Advisory
367
Brown Advisory
Maryland
$1.09M -$44.5K -296 -4%
B
368
Bridgeworth
Alabama
$1.09M -$25.4K -169 -2%
AIFAIM
369
American Institute for Advanced Investment Management
Arizona
$1.08M -$2.4K -16 -0.2%
QCM
370
Quest Capital Management
Texas
$1.07M +$3.76K +25 +0.4%
AMM
371
American Money Management
California
$1.07M -$67.7K -450 -6%
FANJ
372
Financial Architects (New Jersey)
New Jersey
$1.06M – – –
CWM
373
Collaborative Wealth Management
Florida
$1.06M +$1.06M +7,049 New
Financial Engines Advisors
374
Financial Engines Advisors
California
$1.05M -$34.7K -231 -3%
MA
375
Mutual Advisors
Nebraska
$1.04M +$16.7K +111 +2%
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15
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