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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
$1.31B
2
UBS Group
UBS Group
Switzerland
$244M
3
BWL
Bogart Wealth LLC
Virginia
$44.3M
4
Prudential Financial
Prudential Financial
New Jersey
$25M
5
Ameriprise
Ameriprise
Minnesota
$133M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$3.5M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$84.7M
3
TF
TIAA FSB
Florida
$339M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.4M
5
KAS
Kestra Advisory Services
Texas
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$62.7M +$6.73M +49,925 +12%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$62.5M +$8.9M +65,961 +17%
BWL
28
Bogart Wealth LLC
Virginia
$44.3M +$29.3M +217,541 +196%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$42.9M -$1.16M -8,593 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$40.8M +$6.55M +48,557 +19%
LNC
31
Lincoln National Corp
Pennsylvania
$40.3M +$646K +4,789 +2%
MIS
32
Morningstar Investment Services
Illinois
$40M +$20.2M +148,570 +102%
AWM
33
Avior Wealth Management
Nebraska
$38.4M +$737K +5,468 +2%
RA
34
Rodgers & Associates
Pennsylvania
$36.2M -$113K -840 -0.3%
MML Investors Services
35
MML Investors Services
Massachusetts
$33.4M +$414K +3,068 +1%
KF
36
Krilogy Financial
Missouri
$32.3M +$249K +1,843 +0.8%
PAG
37
Private Advisor Group
New Jersey
$31.8M +$6.58M +48,771 +26%
IWA
38
Inspirion Wealth Advisors
Illinois
$31.6M +$94.1K +698 +0.3%
FWI
39
Facet Wealth Inc
Maryland
$30.9M +$7.42M +55,038 +32%
US Bancorp
40
US Bancorp
Minnesota
$29.7M +$4.6M +34,111 +18%
CCM
41
Condor Capital Management
New Jersey
$28.1M -$187K -1,390 -0.7%
EWA
42
ERTS Wealth Advisors
Michigan
$27.7M +$1.25M +9,232 +5%
SF
43
Summit Financial
New Jersey
$27.5M -$245K -1,818 -0.9%
MAM
44
Marotta Asset Management
Virginia
$26.5M -$632K -4,644 -2%
Prudential Financial
45
Prudential Financial
New Jersey
$25M +$24.3M +180,035 +3,633%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$21.4M -$11.5M -2,891 -35%
FIA
47
Foundations Investment Advisors
Arizona
$19.1M +$15.2M +111,166 +392%
BIA
48
BHK Investment Advisors
Alabama
$18.7M +$476 +4 +0%
SP
49
Symmetry Partners
Connecticut
$18.4M +$534K +3,956 +3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$18.3M +$4.26M +31,597 +30%
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