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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 %
TFA
476
TPG Financial Advisors
Oregon
$529K -$26.6K -177 -5%
SAM
477
S.A. Mason
Michigan
$522K -$752 -5 -0.1%
GWM
478
Geneos Wealth Management
Colorado
$519K +$64K +426 +14%
BTWM
479
Baker Tilly Wealth Management
Wisconsin
$514K – – –
IWC
480
Integrated Wealth Concepts
Massachusetts
$513K -$26.3K -175 -5%
CIBC World Market
481
CIBC World Market
Ontario, Canada
$513K -$6.01K -40 -1%
BRWM
482
B. Riley Wealth Management
Tennessee
$502K +$41.2K +274 +9%
SRC
483
Sage Rhino Capital
California
$502K +$502K +3,341 New
COF
484
Capital One Financial
Virginia
$501K – – –
EVC
485
Eidelman Virant Capital
Missouri
$500K +$27.9K +185 +6%
AA
486
Ancora Advisors
Ohio
$496K +$32.3K +215 +7%
AT
487
American Trust
Kentucky
$496K +$496K +3,298 New
KA
488
Klingman & Associates
New York
$490K – – –
FA
489
FC Advisory
Pennsylvania
$489K -$28.4K -189 -5%
DI
490
Disciplined Investments
Oklahoma
$485K -$2.71K -18 -0.6%
BCWM
491
Bartlett & Co Wealth Management
Ohio
$484K – – –
BC
492
Bartlett & Co
Ohio
$484K – – –
VCM
493
Virtue Capital Management
Tennessee
$481K +$481K +3,200 New
OCM
494
One Capital Management
California
$479K +$15.3K +102 +3%
WB
495
WesBanco Bank
West Virginia
$478K +$13.7K +91 +3%
BCP
496
Berkeley Capital Partners
Georgia
$477K -$16.2K -108 -3%
WCAMG
497
Woodard & Company Asset Management Group
North Carolina
$476K -$14.4K -96 -3%
PPA
498
Parametric Portfolio Associates
Washington
$470K +$9.32K +62 +2%
AA
499
Argent Advisors
Louisiana
$466K – – –
FCA
500
FinTrust Capital Advisors
South Carolina
$466K +$379K +2,525 +438%
18 19
20
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