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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 %
IAN
376
Integrated Advisors Network
Texas
$1.03M -$127K -846 -11%
WA
377
Wambolt & Associates
Colorado
$1.02M +$65.1K +433 +7%
AFP
378
Ausdal Financial Partners
Iowa
$1.02M +$112K +746 +12%
FA
379
FDx Advisors
Illinois
$1.02M +$191K +1,269 +23%
TDWM
380
Topel & Distasi Wealth Management
California
$1.01M +$1.01M +6,727 New
TPA
381
Trivium Point Advisory
Connecticut
$1M +$82.1K +546 +9%
SFP
382
Strategic Financial Partners
Oregon
$1M +$7.82K +52 +0.8%
MG
383
Mather Group
Illinois
$996K +$996K +6,628 New
EA
384
Echo45 Advisors
California
$991K +$991K +6,593 New
WTC
385
WhitTier Trust Company
Nevada
$976K – – –
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$971K -$99.1K -659 -9%
NWM
387
Northwest Wealth Management
Iowa
$961K +$3.01K +20 +0.3%
KA
388
Kovack Advisors
Florida
$935K -$11.9K -79 -1%
JPLA
389
Joseph P. Lucia & Associates
New York
$934K +$86K +572 +10%
RA
390
RFG Advisory
Alabama
$928K +$928K +6,170 New
BS
391
Boenning & Scattergood
Pennsylvania
$927K +$7.07K +47 +0.8%
NB
392
Northwest Bancshares
Pennsylvania
$923K -$63.3K -421 -6%
WCA
393
Waypoint Capital Advisors
Minnesota
$913K +$913K +6,070 New
AWM
394
Axxcess Wealth Management
California
$911K +$911K +6,063 New
WH
395
Willner & Heller
California
$908K +$908K +6,506 New
SLT
396
St Louis Trust
Missouri
$907K – – –
FOA
397
Five Oceans Advisors
California
$905K +$2.25K +15 +0.2%
AAS
398
Avantax Advisory Services
Texas
$899K +$306K +2,036 +52%
Comerica Bank
399
Comerica Bank
Texas
$892K -$1.73M -12,009 -66%
JIC
400
Johnson Investment Counsel
Ohio
$890K -$88.7K -590 -9%
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16
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