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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 %
PIA
401
Pinion Investment Advisors
Kansas
$889K +$20.8K +138 +2%
MWM
402
Meridian Wealth Management
Kentucky
$882K +$28.7K +191 +3%
CWA
403
CJM Wealth Advisers
Virginia
$876K +$876K +5,828 New
ST
404
Smithfield Trust
Pennsylvania
$875K -$87.9K -585 -9%
GPA
405
Guidance Point Advisors
Massachusetts
$866K +$4.96K +33 +0.6%
TCOV
406
Trust Company of Vermont
Vermont
$866K +$204K +1,359 +31%
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$863K +$129K +856 +18%
CHA
408
Carmichael Hill & Associates
Maryland
$842K +$28.3K +188 +3%
WFPG
409
Waller Financial Planning Group
Ohio
$841K -$42.1K -280 -5%
CBFP
410
Cedar Brook Financial Partners
Ohio
$841K -$3.61K -24 -0.4%
FLA
411
Financial Life Advisors
Texas
$828K -$8.27K -55 -1%
PIMG
412
Patriot Investment Management Group
Tennessee
$824K – – –
HWA
413
Heartwood Wealth Advisors
Virginia
$814K – – –
RCA
414
Rex Capital Advisors
Rhode Island
$808K – – –
FIBT
415
First International Bank & Trust
North Dakota
$805K +$805K +5,357 New
CHC
416
City Holding Co
West Virginia
$798K +$145K +995 +22%
V
417
Veritable
Delaware
$794K -$253K -1,682 -24%
MSFS
418
Main Street Financial Solutions
Pennsylvania
$788K +$902 +6 +0.1%
BCA
419
Bay Colony Advisors
Massachusetts
$786K +$751 +5 +0.1%
BAS
420
Brown Advisory Securities
Maryland
$779K – – –
LWAC
421
Laurel Wealth Advisors (California)
California
$779K +$779K +5,176 New
FHA
422
Flagship Harbor Advisors
Massachusetts
$753K +$8.12K +54 +1%
FVWA
423
Foster Victor Wealth Advisors
South Carolina
$748K -$401K -2,630 -35%
Cerity Partners
424
Cerity Partners
New York
$737K +$279K +1,855 +61%
GCM
425
G2 Capital Management
Ohio
$726K +$726K +4,829 New
15 16
17
18 19