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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 %
JWCA
426
J.W. Cole Advisors
Florida
$725K +$725K +4,823 New
SWP
427
Summit Wealth Partners
Florida
$725K +$377K +2,506 +108%
ACP
428
Aveo Capital Partners
Colorado
$720K -$3.91K -26 -0.5%
CWM
429
Congress Wealth Management
Massachusetts
$716K +$716K +4,760 New
ZB
430
Zions Bancorporation
Utah
$703K – – –
CAC
431
Certified Advisory Corp
Florida
$700K +$3.16K +21 +0.5%
AWM
432
Altavista Wealth Management
North Carolina
$698K -$31.6K -210 -4%
HNB
433
Huntington National Bank
Ohio
$691K -$409K -2,458 Closed
GVAG
434
Great Valley Advisor Group
Delaware
$689K +$108K +721 +19%
CFA
435
Cahill Financial Advisors
Minnesota
$677K +$159K +1,056 +31%
AIC
436
Archer Investment Corporation
Indiana
$672K – – –
NL
437
NWAM LLC
Washington
$670K +$43K +286 +7%
EFL
438
ERn Financial LLC
Wisconsin
$669K -$6.77K -45 -1%
GIA
439
Gladstone Institutional Advisory
Florida
$666K +$64.1K +426 +11%
RFC
440
Regions Financial Corp
Alabama
$658K +$84.5K +562 +15%
Bessemer Group
441
Bessemer Group
New Jersey
$657K – – –
MFS
442
McNamara Financial Services
Massachusetts
$652K -$10.5K -70 -2%
NP
443
NorthRock Partners
Minnesota
$651K -$7.37K -49 -1%
LA
444
Latitude Advisors
Florida
$651K +$8.41K +56 +1%
OIA
445
OneDigital Investment Advisors
Kansas
$650K -$3.46K -23 -0.5%
IC
446
IEQ Capital
California
$649K +$649K +4,316 New
FAT
447
First American Trust
California
$646K -$356K -2,371 -36%
AUB
448
Atlantic Union Bankshares
Virginia
$645K – – –
ODIJL
449
One Day In July LLC
Vermont
$642K +$44.4K +295 +7%
SWP
450
Stratos Wealth Partners
Ohio
$634K +$45.2K +301 +8%
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