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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 %
YWS
451
Yarger Wealth Strategies
Ohio
$632K +$632K +4,203 New
CCM
452
Coldstream Capital Management
Washington
$620K +$129K +860 +26%
FPS
453
Fieldpoint Private Securities
Connecticut
$619K +$432K +2,875 +231%
SWM
454
SeaCrest Wealth Management
New York
$615K +$58.4K +388 +10%
Lido Advisors
455
Lido Advisors
California
$613K +$36.2K +241 +6%
CWM
456
Connecticut Wealth Management
Connecticut
$606K – – –
GPA
457
Garrison Point Advisors
California
$596K – – –
CF
458
Centaurus Financial
California
$595K -$1.25M -8,298 -68%
CWM
459
Calamos Wealth Management
Illinois
$584K – – –
PCM
460
Parsons Capital Management
Rhode Island
$578K -$5.57K -37 -1%
KTM
461
Keeler Thomas Management
Utah
$575K +$2.56K +17 +0.4%
SW
462
SVB Wealth
Massachusetts
$575K +$134K +889 +30%
CIAS
463
Capital Investment Advisory Services
North Carolina
$569K – – –
EBA
464
Eagle Bay Advisors
New York
$567K +$343K +2,282 +154%
CFG
465
Citizens Financial Group
Rhode Island
$564K +$3.16K +21 +0.6%
LC
466
Lindbrook Capital
California
$564K +$564K +3,750 New
DCM
467
Donaldson Capital Management
Indiana
$563K -$5.56K -37 -1%
KFI
468
Key Financial Inc
Pennsylvania
$557K – – –
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$557K +$152K +1,013 +38%
BB
470
Busey Bank
Illinois
$555K -$21.3K -142 -4%
CPFP
471
Clear Perspectives Financial Planning
Ohio
$554K +$15.2K +101 +3%
WA
472
WP Advisors
California
$551K +$3.16K +21 +0.6%
CAG
473
Compass Advisory Group
New York
$540K -$6.13M -40,786 -92%
CFO
474
Collective Family Office
Pennsylvania
$530K -$173K -1,150 -25%
Jane Street
475
Jane Street
New York
$530K +$530K +3,523 New
17 18
19
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