VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

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

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$63M
2
UBS Group
UBS Group
Switzerland
+$50.4M
3
BWL
Bogart Wealth LLC
Virginia
+$29.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$24.3M
5
Ameriprise
Ameriprise
Minnesota
+$22.8M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$28.4M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$19.6M
3
TF
TIAA FSB
Florida
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.5M
5
KAS
Kestra Advisory Services
Texas
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
451
Meristem Family Wealth
Minnesota
$377K – – –
MA
452
Montag & Associates
Georgia
$375K +$223K +1,649 +146%
BCP
453
Berkeley Capital Partners
Georgia
$373K +$373K +2,766 New
5L
454
55I LLC
Massachusetts
$369K +$14.6K +108 +4%
AWM
455
Atticus Wealth Management
Florida
$367K +$3.37K +25 +0.9%
FA
456
FC Advisory
Pennsylvania
$365K +$54.1K +401 +17%
SCG
457
Sonata Capital Group
Washington
$364K – – –
IAN
458
Integrated Advisors Network
Texas
$363K – – –
AAS
459
Avantax Advisory Services
Texas
$362K +$2.56K +19 +0.7%
NAS
460
Nicolet Advisory Services
Wisconsin
$356K +$47K +349 +15%
TIA
461
Tiemann Investment Advisors
California
$354K -$243K -1,801 -41%
HIC
462
Holderness Investments Company
North Carolina
$354K +$7.96K +59 +2%
MSAM
463
Moloney Securities Asset Management
Missouri
$351K +$21.6K +160 +7%
S
464
SignatureFD
Georgia
$351K +$170K +1,259 +94%
ZF
465
Zhang Financial
Michigan
$350K -$83K -615 -19%
LA
466
Latitude Advisors
Florida
$350K +$350K +2,487 New
UR
467
USCA RIA
Texas
$349K – – –
AWM
468
Altium Wealth Management
New York
$347K +$347K +2,573 New
DY
469
Dowling & Yahnke
California
$344K -$38.9K -288 -10%
HSWM
470
Hubbell Strickland Wealth Management
Louisiana
$339K +$1.35K +10 +0.4%
NDSI
471
Newman Dignan & Sheerar Inc
Rhode Island
$336K +$810 +6 +0.2%
CAM
472
Cidel Asset Management
Ontario, Canada
$332K +$332K +2,465 New
PCM
473
Parsons Capital Management
Rhode Island
$330K +$330K +2,450 New
NF
474
Nikulski Financial
Iowa
$328K -$3.37K -25 -1%
ACP
475
Aveo Capital Partners
Colorado
$327K +$327K +2,422 New
17 18
19
20 21