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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$61.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$41.9M
3
TC
Trust Company
Kansas
+$38.8M
4
PAG
Private Advisor Group
New Jersey
+$26.9M
5
AssetMark Inc
AssetMark Inc
California
+$23.5M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$124M
2
EC
Estate Counselors
Wisconsin
-$21.6M
3
FIA
Foundations Investment Advisors
Arizona
-$16.6M
4
BWL
Bogart Wealth LLC
Virginia
-$14.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
376
Collective Family Office
Pennsylvania
$653K -$653K -4,675 -50%
ZB
377
Zions Bancorporation
Utah
$653K – – –
CAC
378
Certified Advisory Corp
Florida
$647K +$21.9K +157 +4%
CCWA
379
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$644K – – –
EFL
380
ERn Financial LLC
Wisconsin
$627K -$10.1K -72 -2%
CHC
381
City Holding Co
West Virginia
$627K +$33.5K +240 +6%
AIC
382
Archer Investment Corporation
Indiana
$624K +$12K +86 +2%
MFS
383
McNamara Financial Services
Massachusetts
$616K -$8.94K -64 -1%
TCOV
384
Trust Company of Vermont
Vermont
$615K +$116K +830 +23%
Bessemer Group
385
Bessemer Group
New Jersey
$609K +$411K +2,944 +207%
OIA
386
OneDigital Investment Advisors
Kansas
$607K -$44.7K -320 -7%
CSM
387
CAMG Solamere Management
North Carolina
$606K -$199K -1,420 -25%
AUB
388
Atlantic Union Bankshares
Virginia
$599K – – –
LA
389
Latitude Advisors
Florida
$597K +$314K +2,252 +111%
CMBA
390
C.M. Bidwell & Associates
Hawaii
$594K – – –
NL
391
NWAM LLC
Washington
$582K +$2.51K +18 +0.4%
STA
392
Summit Trail Advisors
New York
$569K – – –
CWM
393
Connecticut Wealth Management
Connecticut
$563K – – –
GIA
394
Gladstone Institutional Advisory
Florida
$559K +$58.4K +418 +12%
ODIJL
395
One Day In July LLC
Vermont
$555K +$140 +1 +0%
GPA
396
Garrison Point Advisors
California
$554K +$1.4K +10 +0.3%
AAS
397
Avantax Advisory Services
Texas
$548K +$46.3K +333 +9%
SWP
398
Stratos Wealth Partners
Ohio
$547K +$86.4K +619 +19%
OPS
399
Orion Portfolio Solutions
Nebraska
$545K -$282K -2,020 -34%
GVAG
400
Great Valley Advisor Group
Delaware
$544K +$254K +1,818 +88%
14 15
16
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