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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

717 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 326 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+21
Holders Change %
+3.02%
% of All Funds
12.52%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.94%
New
75
Increased
326
Reduced
186
Closed
39
Calls
$2.98M
Puts
$900K
Net Calls
+$2.08M
Net Calls Change
-$2.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$204M
2
BCM
Brookstone Capital Management
Illinois
+$52.2M
3
Betterment LLC
Betterment LLC
New York
+$43M
4
UBS Group
UBS Group
Switzerland
+$25.3M
5
Bank of America
Bank of America
North Carolina
+$23.7M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$523M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$39.3M
3
MIS
Morningstar Investment Services
Illinois
-$32.2M
4
Creative Planning
Creative Planning
Kansas
-$30.5M
5
TF
TIAA FSB
Florida
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
426
Integrated Wealth Concepts
Massachusetts
$510K +$99.3K +707 +24%
5L
427
55I LLC
Massachusetts
$507K +$122K +872 +32%
AAS
428
Avantax Advisory Services
Texas
$506K +$129K +920 +34%
GIA
429
Gladstone Institutional Advisory
Florida
$503K +$13.5K +96 +3%
TCOV
430
Trust Company of Vermont
Vermont
$502K +$180K +1,283 +56%
PA
431
PFG Advisors
Arizona
$495K +$1.55K +11 +0.3%
SAM
432
S.A. Mason
Michigan
$488K +$4.92K +35 +1%
BCP
433
Berkeley Capital Partners
Georgia
$484K +$95.6K +681 +25%
PCM
434
Parsons Capital Management
Rhode Island
$483K +$139K +989 +40%
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$480K +$480K +3,419 New
AA
436
Argent Advisors
Louisiana
$478K – – –
Principal Financial Group
437
Principal Financial Group
Iowa
$474K +$216K +1,537 +84%
Millennium Management
438
Millennium Management
New York
$474K +$474K +3,371 New
FA
439
FC Advisory
Pennsylvania
$470K +$89.7K +638 +24%
COF
440
Capital One Financial
Virginia
$468K – – –
Lido Advisors
441
Lido Advisors
California
$467K -$3.65K -26 -0.8%
CPFP
442
Clear Perspectives Financial Planning
Ohio
$466K – – –
PPA
443
Parametric Portfolio Associates
Washington
$466K +$466K +3,319 New
SWP
444
Stratos Wealth Partners
Ohio
$463K -$421 -3 -0.1%
HIC
445
Holderness Investments Company
North Carolina
$461K +$92.2K +656 +25%
NB
446
Nicolet Bankshares
Wisconsin
$456K – – –
DI
447
Disciplined Investments
Oklahoma
$456K +$4.35K +31 +1%
BCWM
448
Bartlett & Co Wealth Management
Ohio
$452K – – –
FFG
449
Ford Financial Group
California
$452K -$35.6K -254 -7%
BC
450
Bartlett & Co
Ohio
$452K – – –
16 17
18
19 20