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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 %
PCIA
401
Prime Capital Investment Advisors
Kansas
$484K -$11.2K -83 -2%
RFC
402
Regions Financial Corp
Alabama
$479K +$5.52K +41 +1%
ESB
403
Essex Savings Bank
Connecticut
$477K – – –
PA
404
PFG Advisors
Arizona
$473K -$41.8K -310 -8%
GIA
405
Gladstone Institutional Advisory
Florida
$470K +$58.9K +437 +14%
FFG
406
Ford Financial Group
California
$468K +$8.62K +64 +2%
SAM
407
S.A. Mason
Michigan
$464K – – –
IWAG
408
Integer Wealth Advisors Group
Georgia
$464K – – –
AA
409
Argent Advisors
Louisiana
$459K +$54K +400 +13%
KTM
410
Keeler Thomas Management
Utah
$452K +$5.38K +40 +1%
Lido Advisors
411
Lido Advisors
California
$452K +$69.6K +516 +18%
CHJWM
412
Carlton Hofferkamp & Jenks Wealth Management
Texas
$451K +$451K +3,211 New
COF
413
Capital One Financial
Virginia
$449K -$37.3K -277 -8%
CPFP
414
Clear Perspectives Financial Planning
Ohio
$447K +$6.61K +49 +2%
SWP
415
Stratos Wealth Partners
Ohio
$445K +$15.6K +116 +4%
CIAS
416
Capital Investment Advisory Services
North Carolina
$444K +$3.91K +29 +0.9%
WWM
417
Western Wealth Management
Colorado
$442K +$52.9K +392 +14%
NB
418
Nicolet Bankshares
Wisconsin
$438K – – –
BCWM
419
Bartlett & Co Wealth Management
Ohio
$434K – – –
DI
420
Disciplined Investments
Oklahoma
$434K -$10.3K -76 -2%
BC
421
Bartlett & Co
Ohio
$434K – – –
KWM
422
Kingsview Wealth Management
Oregon
$427K -$699K -5,129 -62%
MHS
423
M Holdings Securities
Oregon
$426K +$426K +3,157 New
DCM
424
Donaldson Capital Management
Indiana
$425K -$26.7K -198 -6%
MOS
425
MGO One Seven
Ohio
$422K +$100K +746 +31%
15 16
17
18 19