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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$50.3M +$1.48M +9,869 +3%
Creative Planning
27
Creative Planning
Kansas
$50.3M +$911K +6,063 +2%
BCM
28
Brookstone Capital Management
Illinois
$46.6M -$8.55M -56,345 -15%
AWM
29
Avior Wealth Management
Nebraska
$46.1M +$2.19M +14,557 +5%
LNC
30
Lincoln National Corp
Pennsylvania
$45.5M +$715K +4,759 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$44.3M -$880K -5,857 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$44.3M +$1.56M +10,375 +4%
CG
33
Colony Group
Massachusetts
$43.2M +$22.5M +149,935 +109%
US Bancorp
34
US Bancorp
Minnesota
$42.9M +$5.88M +39,134 +16%
PPW
35
Parcion Private Wealth
Washington
$42.8M +$42.8M +280,596 New
TC
36
Trust Company
Kansas
$42.2M +$403K +2,679 +1%
PAG
37
Private Advisor Group
New Jersey
$40.8M -$25.7M -170,737 -39%
RA
38
Rodgers & Associates
Pennsylvania
$40.6M -$391K -2,603 -1%
IWA
39
Inspirion Wealth Advisors
Illinois
$36.4M +$454K +3,023 +1%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$34.1M +$15.3M +101,513 +81%
CCM
41
Condor Capital Management
New Jersey
$33.3M +$489K +3,250 +1%
KF
42
Krilogy Financial
Missouri
$31.6M -$5.1M -33,955 -14%
MAM
43
Marotta Asset Management
Virginia
$31.1M +$329K +2,189 +1%
Mariner
44
Mariner
Kansas
$29.1M +$547K +3,640 +2%
BWL
45
Bogart Wealth LLC
Virginia
$28.8M +$390K +2,596 +1%
SF
46
Summit Financial
New Jersey
$28.6M +$405K +2,693 +1%
RJA
47
Raymond James & Associates
Florida
$27.5M +$9.44M +62,797 +52%
ES
48
Eagle Strategies
New York
$24.8M +$24.8M +165,095 New
BIA
49
BHK Investment Advisors
Alabama
$23.8M -$64K -426 -0.3%
EWA
50
ERTS Wealth Advisors
Michigan
$21.8M +$644K +4,283 +3%
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