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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
+$63M
2
UBS Group
UBS Group
Switzerland
+$50.4M
3
BWL
Bogart Wealth LLC
Virginia
+$29.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$24.3M
5
Ameriprise
Ameriprise
Minnesota
+$22.8M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$28.4M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$19.6M
3
TF
TIAA FSB
Florida
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.5M
5
KAS
Kestra Advisory Services
Texas
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
476
SPC Financial Inc
Maryland
$325K – – –
EVC
477
Eidelman Virant Capital
Missouri
$325K +$75.7K +560 +30%
BEAM
478
Baker Ellis Asset Management
Washington
$324K -$13.5K -100 -4%
TFS
479
Thoroughbred Financial Services
Tennessee
$318K +$5.38K +40 +2%
JCM
480
Jacobi Capital Management
Pennsylvania
$318K +$11.3K +84 +4%
HIP
481
HUB Investment Partners
Texas
$312K +$312K +2,313 New
Cerity Partners
482
Cerity Partners
New York
$311K -$31.7K -235 -9%
TCOV
483
Trust Company of Vermont
Vermont
$309K +$215K +1,594 +229%
ECG
484
Edge Capital Group
Georgia
$306K -$31.9K -236 -9%
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
$306K +$66.4K +493 +28%
SCA
486
Snowden Capital Advisors
New York
$305K -$21.4K -159 -7%
AA
487
Ancora Advisors
Ohio
$305K +$77.5K +576 +34%
VCA
488
Verdence Capital Advisors
Maryland
$302K +$135 +1 +0%
CM
489
Cornerstone Management
Georgia
$302K – – –
JCIA
490
Jackson Creek Investment Advisors
Colorado
$300K +$45.2K +336 +18%
QWM
491
Quaker Wealth Management
New Jersey
$298K -$71.5K -531 -19%
FMWA
492
Forvis Mazars Wealth Advisors
Missouri
$298K – – –
CHC
493
City Holding Co
West Virginia
$298K +$105K +781 +55%
Susquehanna International Group
494
Susquehanna International Group
Pennsylvania
$297K +$297K +2,205 New
IA
495
IFG Advisory
Georgia
$289K -$110K -818 -28%
FPCG
496
Fort Pitt Capital Group
Pennsylvania
$288K – – –
DWP
497
Destiny Wealth Partners
Florida
$288K – – –
JFGIW
498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K -$77K -571 -21%
IFWM
499
Institute for Wealth Management
Colorado
$286K – – –
GW
500
GW & Wade
Massachusetts
$286K +$286K +2,120 New
18 19
20
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