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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$61.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$41.9M
3
TC
Trust Company
Kansas
+$38.8M
4
PAG
Private Advisor Group
New Jersey
+$26.9M
5
AssetMark Inc
AssetMark Inc
California
+$23.5M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$124M
2
EC
Estate Counselors
Wisconsin
-$21.6M
3
FIA
Foundations Investment Advisors
Arizona
-$16.6M
4
BWL
Bogart Wealth LLC
Virginia
-$14.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
451
Gamble Jones Investment Counsel
California
$416K -$2.79K -20 -0.7%
BWM
452
BCS Wealth Management
Tennessee
$414K +$414K +2,968 New
VCA
453
Verdence Capital Advisors
Maryland
$413K +$99.9K +715 +32%
PG
454
Prostatis Group
Maryland
$413K -$12K -86 -3%
FCH
455
Freestone Capital Holdings
Washington
$410K – – –
HNB
456
Huntington National Bank
Ohio
$409K +$28.3K +170 +7%
SW
457
SVB Wealth
Massachusetts
$409K +$149K +1,068 +57%
BFO
458
Biltmore Family Office
North Carolina
$405K +$139K +998 +53%
JWA
459
JFS Wealth Advisors
Pennsylvania
$402K +$399K +2,855 +11,420%
NB
460
Nicolet Bankshares
Wisconsin
$400K -$53K -380 -12%
NAMP
461
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$400K +$6.98K +50 +2%
SWPG
462
Strategic Wealth Partners Group
Illinois
$398K +$398K +2,852 New
WLPWM
463
Walled Lake Planning & Wealth Management
Illinois
$397K -$3.07K -22 -0.8%
BFA
464
Beacon Financial Advisory
Ohio
$396K -$2.65K -19 -0.7%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$396K +$6.99K +50 +2%
RMDI
466
R.M. Davis Inc
Maine
$394K +$1.68K +12 +0.4%
MFG
467
Merit Financial Group
Georgia
$393K – – –
SIM
468
Stratos Investment Management
Ohio
$393K +$393K +2,816 New
USCWA
469
U.S. Capital Wealth Advisors
Texas
$385K +$385K +2,760 New
AWM
470
Atticus Wealth Management
Florida
$383K – – –
CA
471
Continuum Advisory
Idaho
$383K +$13.4K +96 +4%
TSW
472
Thompson Siegel & Walmsley
Virginia
$380K +$186K +1,331 +96%
SCG
473
Sonata Capital Group
Washington
$377K – – –
Koshinski Asset Management
474
Koshinski Asset Management
Illinois
$376K +$119K +855 +47%
S
475
SignatureFD
Georgia
$372K +$698 +5 +0.2%
17 18
19
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