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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 %
CAC
376
Certified Advisory Corp
Florida
$615K +$615K +4,562 New
AFP
377
Ausdal Financial Partners
Iowa
$611K +$32.5K +241 +6%
OIA
378
OneDigital Investment Advisors
Kansas
$605K +$405 +3 +0.1%
AIC
379
Archer Investment Corporation
Indiana
$596K +$61.6K +457 +12%
JWCA
380
J.W. Cole Advisors
Florida
$593K +$38.2K +283 +7%
PFS
381
Prospera Financial Services
Texas
$593K +$58.3K +432 +11%
NL
382
NWAM LLC
Washington
$590K +$47.5K +352 +9%
MFS
383
McNamara Financial Services
Massachusetts
$589K -$21.8K -183 -4%
NP
384
NorthRock Partners
Minnesota
$586K +$2.7K +20 +0.5%
WA
385
Wambolt & Associates
Colorado
$570K +$65.8K +483 +13%
FCH
386
Freestone Capital Holdings
Washington
$567K +$386K +2,862 +213%
CWM
387
Calamos Wealth Management
Illinois
$562K – – –
PA
388
Paracle Advisors
Washington
$557K -$17.5K -130 -3%
Deutsche Bank
389
Deutsche Bank
Germany
$553K – – –
STA
390
Summit Trail Advisors
New York
$550K +$550K +4,079 New
PP
391
Prudential plc
United Kingdom
$538K -$155K -1,150 -22%
GPA
392
Garrison Point Advisors
California
$533K – – –
ODIJL
393
One Day In July LLC
Vermont
$532K +$675 +5 +0.1%
SLT
394
St Louis Trust
Missouri
$524K +$524K +3,887 New
WA
395
WP Advisors
California
$523K +$2.16K +16 +0.4%
NFG
396
Nations Financial Group
Iowa
$515K +$141K +1,044 +38%
CFA
397
Cahill Financial Advisors
Minnesota
$509K -$61.3K -455 -11%
CFG
398
Citizens Financial Group
Rhode Island
$498K +$2.02K +15 +0.4%
SWM
399
SeaCrest Wealth Management
New York
$490K -$1.35K -10 -0.3%
KFI
400
Key Financial Inc
Pennsylvania
$490K – – –
14 15
16
17 18