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 %
RCA
376
Rex Capital Advisors
Rhode Island
$755K – – –
BCA
377
Bay Colony Advisors
Massachusetts
$755K +$67.8K +482 +10%
PFS
378
Prospera Financial Services
Texas
$751K +$134K +954 +22%
MSFS
379
Main Street Financial Solutions
Pennsylvania
$744K +$17.7K +126 +2%
JPLA
380
Joseph P. Lucia & Associates
New York
$742K +$58.5K +416 +9%
AWM
381
Altavista Wealth Management
North Carolina
$721K – – –
QCM
382
Quest Capital Management
Texas
$713K +$3.94K +28 +0.6%
WA
383
Wambolt & Associates
Colorado
$709K +$116K +818 +20%
ACP
384
Aveo Capital Partners
Colorado
$703K +$362K +2,578 +106%
FHA
385
Flagship Harbor Advisors
Massachusetts
$696K -$659K -4,692 -49%
AFP
386
Ausdal Financial Partners
Iowa
$690K +$53.9K +384 +8%
PCIA
387
Prime Capital Investment Advisors
Kansas
$684K +$179K +1,277 +36%
CIBC Private Wealth Group
388
CIBC Private Wealth Group
Georgia
$658K – – –
ZB
389
Zions Bancorporation
Utah
$657K – – –
OIA
390
OneDigital Investment Advisors
Kansas
$656K +$25.4K +181 +4%
MOS
391
MGO One Seven
Ohio
$649K +$208K +1,480 +47%
CCWA
392
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$648K +$648K +4,614 New
EFL
393
ERn Financial LLC
Wisconsin
$641K -$15.6K -111 -2%
CWM
394
Capital Wealth Management
Rhode Island
$638K -$2.7M -19,202 -81%
JWCA
395
J.W. Cole Advisors
Florida
$637K +$19.5K +139 +3%
CCA
396
Childress Capital Advisors
Texas
$636K +$636K +4,532 New
CAC
397
Certified Advisory Corp
Florida
$629K -$11.9K -85 -2%
MFS
398
McNamara Financial Services
Massachusetts
$628K -$66.7K -475 -10%
AIC
399
Archer Investment Corporation
Indiana
$616K -$5.06K -36 -0.8%
NP
400
NorthRock Partners
Minnesota
$615K +$4.49K +32 +0.7%
14 15
16
17 18