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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 %
CWM
401
Calamos Wealth Management
Illinois
$542K – – –
PCM
402
Parsons Capital Management
Rhode Island
$542K +$61.5K +440 +13%
Lido Advisors
403
Lido Advisors
California
$536K +$71.9K +515 +15%
BB
404
Busey Bank
Illinois
$535K +$102K +728 +23%
RFC
405
Regions Financial Corp
Alabama
$533K -$3.63K -26 -0.7%
KTM
406
Keeler Thomas Management
Utah
$531K +$976 +7 +0.2%
DCM
407
Donaldson Capital Management
Indiana
$528K -$26.8K -192 -5%
CIAS
408
Capital Investment Advisory Services
North Carolina
$528K – – –
CFG
409
Citizens Financial Group
Rhode Island
$521K +$2.1K +15 +0.4%
KFI
410
Key Financial Inc
Pennsylvania
$517K – – –
SWM
411
SeaCrest Wealth Management
New York
$517K +$1.26K +9 +0.2%
TFA
412
TPG Financial Advisors
Oregon
$516K -$63K -451 -11%
Principal Financial Group
413
Principal Financial Group
Iowa
$512K +$41K +294 +9%
WA
414
WP Advisors
California
$508K -$35.7K -256 -7%
IWC
415
Integrated Wealth Concepts
Massachusetts
$501K -$5.72K -41 -1%
CPFP
416
Clear Perspectives Financial Planning
Ohio
$501K +$37.7K +270 +8%
CA
417
Calton & Associates
Florida
$498K +$498K +3,567 New
CW
418
CreativeOne Wealth
Kansas
$497K -$1.27M -9,104 -72%
SAM
419
S.A. Mason
Michigan
$485K – – –
CIBC World Market
420
CIBC World Market
Ontario, Canada
$482K +$77.5K +555 +19%
CFA
421
Cahill Financial Advisors
Minnesota
$481K -$48.1K -345 -9%
FA
422
FC Advisory
Pennsylvania
$481K +$14K +100 +3%
CHJWM
423
Carlton Hofferkamp & Jenks Wealth Management
Texas
$480K – – –
BTWM
424
Baker Tilly Wealth Management
Wisconsin
$477K – – –
COF
425
Capital One Financial
Virginia
$465K – – –
15 16
17
18 19