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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 %
SCI
451
Stableford Capital II
Arizona
$447K +$9.41K +67 +2%
KWM
452
Kingsview Wealth Management
Oregon
$444K -$283 -2 -0.1%
CHJWM
453
Carlton Hofferkamp & Jenks Wealth Management
Texas
$444K – – –
WCAMG
454
Woodard & Company Asset Management Group
North Carolina
$441K +$6.48K +46 +1%
GWM
455
Geneos Wealth Management
Colorado
$440K -$1.11M -7,856 -72%
WWM
456
Western Wealth Management
Colorado
$440K -$20.2K -144 -4%
BB
457
Busey Bank
Illinois
$437K +$6.61K +47 +2%
NB
458
NBT Bank
New York
$433K – – –
PG
459
Prostatis Group
Maryland
$427K +$11.1K +79 +3%
JWM
460
Jackson Wealth Management
Florida
$424K +$23.6K +168 +6%
Cerity Partners
461
Cerity Partners
New York
$424K +$101K +716 +31%
SSI
462
Scott & Selber Inc
Texas
$422K – – –
GJIC
463
Gamble Jones Investment Counsel
California
$421K +$2.39K +17 +0.6%
TA
464
Tiedemann Advisors
New York
$417K – – –
CAG
465
Csenge Advisory Group
Florida
$417K +$417K +2,938 New
W
466
WealthOne
New York
$416K +$144K +1,021 +53%
FCH
467
Freestone Capital Holdings
Washington
$413K -$179K -1,270 -30%
RJT
468
Raymond James Trust
Florida
$412K +$7.58K +54 +2%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$407K -$28.1K -200 -6%
WLPWM
470
Walled Lake Planning & Wealth Management
Illinois
$402K -$3.09K -22 -0.8%
KA
471
Klingman & Associates
New York
$402K – – –
BFA
472
Beacon Financial Advisory
Ohio
$401K +$4.35K +31 +1%
NAMP
473
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$396K – – –
RMDI
474
R.M. Davis Inc
Maine
$395K – – –
MFG
475
Merit Financial Group
Georgia
$395K – – –
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