VOE icon

Vanguard Mid-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCI
426
Stableford Capital II
Arizona
$420K -$9.44K -70 -2%
CIBC World Market
427
CIBC World Market
Ontario, Canada
$418K -$7.83K -58 -2%
WCAMG
428
Woodard & Company Asset Management Group
North Carolina
$416K +$52.8K +392 +15%
NB
429
NBT Bank
New York
$415K +$107K +795 +35%
BB
430
Busey Bank
Illinois
$413K
SSI
431
Scott & Selber Inc
Texas
$405K
GJIC
432
Gamble Jones Investment Counsel
California
$402K -$4.18K -31 -1%
HPWM
433
High Pines Wealth Management
Massachusetts
$402K
TA
434
Tiedemann Advisors
New York
$401K
BWM
435
BCS Wealth Management
Tennessee
$400K
PG
436
Prostatis Group
Maryland
$400K +$52.9K +392 +15%
WFA
437
Wells Financial Advisors
Massachusetts
$396K +$166K +1,234 +73%
IWC
438
Integrated Wealth Concepts
Massachusetts
$394K +$58.5K +434 +17%
CMBA
439
C.M. Bidwell & Associates
Hawaii
$391K +$57.3K +425 +17%
WLPWM
440
Walled Lake Planning & Wealth Management
Illinois
$389K -$4.18K -31 -1%
SWPG
441
Strategic Wealth Partners Group
Illinois
$389K +$135 +1 +0%
TNBTD
442
Trustmark National Bank Trust Department
Mississippi
$389K +$2.03K +15 +0.5%
RJT
443
Raymond James Trust
Florida
$388K +$9.16K +68 +2%
KA
444
Klingman & Associates
New York
$386K +$37K +274 +11%
OPS
445
Orion Portfolio Solutions
Nebraska
$385K +$385K +2,858 New
JWM
446
Jackson Wealth Management
Florida
$384K +$384K +2,849 New
BFA
447
Beacon Financial Advisory
Ohio
$381K -$105K -776 -22%
MFG
448
Merit Financial Group
Georgia
$380K -$9.72K -72 -2%
NAMP
449
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$380K
RMDI
450
R.M. Davis Inc
Maine
$379K