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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
$329M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$269M
3
TC
Trust Company
Kansas
$38.8M
4
PAG
Private Advisor Group
New Jersey
$61.8M
5
AssetMark Inc
AssetMark Inc
California
$283M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
EC
Estate Counselors
Wisconsin
$1.79M
3
FIA
Foundations Investment Advisors
Arizona
$1.81M
4
BWL
Bogart Wealth LLC
Virginia
$26.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$51.9M -$1.51M -10,597 -3%
FWI
27
Facet Wealth Inc
Maryland
$49.8M +$9.21M +65,954 +23%
Creative Planning
28
Creative Planning
Kansas
$45.9M +$852K +6,105 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$45.3M -$367K -2,627 -0.8%
MML Investors Services
30
MML Investors Services
Massachusetts
$41.9M +$5.66M +40,553 +16%
LNC
31
Lincoln National Corp
Pennsylvania
$41.6M +$1.97M +14,075 +5%
AWM
32
Avior Wealth Management
Nebraska
$40.8M +$1.03M +7,377 +3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$39.7M -$4.16M -29,795 -9%
TC
34
Trust Company
Kansas
$38.8M +$38.8M +277,876 New
RA
35
Rodgers & Associates
Pennsylvania
$38.1M +$463K +3,314 +1%
US Bancorp
36
US Bancorp
Minnesota
$34.3M +$3.28M +23,470 +11%
KF
37
Krilogy Financial
Missouri
$34.1M +$639K +4,575 +2%
IWA
38
Inspirion Wealth Advisors
Illinois
$33.4M +$97.9K +701 +0.3%
CCM
39
Condor Capital Management
New Jersey
$30.5M +$458K +3,279 +2%
MAM
40
Marotta Asset Management
Virginia
$28.6M +$1.34M +9,622 +5%
Mariner
41
Mariner
Kansas
$26.5M +$16M +114,558 +152%
BWL
42
Bogart Wealth LLC
Virginia
$26.4M -$14.3M -102,121 -35%
SF
43
Summit Financial
New Jersey
$26.2M +$835K +5,982 +3%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$22.3M -$13M -1,979 -37%
BIA
45
BHK Investment Advisors
Alabama
$22.2M -$188K -1,348 -0.8%
KAS
46
Kestra Advisory Services
Texas
$20.5M +$1.84M +13,206 +10%
SP
47
Symmetry Partners
Connecticut
$19.9M +$511K +3,594 +3%
EWA
48
ERTS Wealth Advisors
Michigan
$19.7M +$435K +3,115 +2%
CG
49
Colony Group
Massachusetts
$19.2M +$2.19M +15,701 +13%
KL
50
KWMG LLC
Kansas
$19M +$844K +6,044 +5%
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