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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
$269M
2
BCM
Brookstone Capital Management
Illinois
$52.2M
3
Betterment LLC
Betterment LLC
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$280M
5
Bank of America
Bank of America
North Carolina
$331M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
Creative Planning
Kansas
$45.3M
5
TF
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$52.2M +$52.2M +374,302 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$46M +$1.34M +9,524 +3%
Creative Planning
28
Creative Planning
Kansas
$45.3M -$30.5M -217,217 -40%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$44.1M +$1.6M +11,364 +4%
BWL
30
Bogart Wealth LLC
Virginia
$40.9M -$5.31M -37,790 -11%
FWI
31
Facet Wealth Inc
Maryland
$40.9M +$8.66M +61,613 +27%
AWM
32
Avior Wealth Management
Nebraska
$40.1M -$36.2K -257 -0.1%
LNC
33
Lincoln National Corp
Pennsylvania
$39.9M -$2.09M -14,849 -5%
RA
34
Rodgers & Associates
Pennsylvania
$37.8M +$75.9K +540 +0.2%
MML Investors Services
35
MML Investors Services
Massachusetts
$36.5M +$1.68M +11,941 +5%
PAG
36
Private Advisor Group
New Jersey
$35.1M +$1.98M +14,119 +6%
KF
37
Krilogy Financial
Missouri
$33.7M +$13.2K +94 +0%
IWA
38
Inspirion Wealth Advisors
Illinois
$33.5M +$542K +3,859 +2%
US Bancorp
39
US Bancorp
Minnesota
$31.3M +$323K +2,298 +1%
CCM
40
Condor Capital Management
New Jersey
$30.2M +$894K +6,366 +3%
MAM
41
Marotta Asset Management
Virginia
$27.6M +$41.8K +295 +0.2%
SF
42
Summit Financial
New Jersey
$25.5M -$3.18M -22,636 -11%
EC
43
Estate Counselors
Wisconsin
$23.5M +$23.5M +167,490 New
BIA
44
BHK Investment Advisors
Alabama
$22.5M +$448K +3,190 +2%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$21.1M -$19.6K -5 -0.1%
EWA
46
ERTS Wealth Advisors
Michigan
$19.4M -$9.54M -67,901 -33%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$19.3M +$19.3M +137,208 +72,215%
SP
48
Symmetry Partners
Connecticut
$19.2M -$39.9K -284 -0.2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$19M -$32.9K -234 -0.2%
PWM
50
Praetorian Wealth Management
California
$18.8M +$1.43M +10,164 +8%
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