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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 %
Franklin Resources
501
Franklin Resources
California
$284K -$22.6K -168 -7%
TNB
502
TCF National Bank
South Dakota
$284K +$7.43K +55 +3%
WPP
503
Whalerock Point Partners
Rhode Island
$283K – – –
GRP
504
Global Retirement Partners
California
$280K +$16.6K +123 +6%
PL
505
Plancorp LLC
Missouri
$275K -$158K -1,170 -36%
Kovitz Investment Group Partners
506
Kovitz Investment Group Partners
Illinois
$274K -$59.3K -439 -18%
MCM
507
Maryland Capital Management
Maryland
$274K -$4.45K -33 -2%
SF
508
Synovus Financial
Georgia
$273K -$1.04M -7,690 -79%
MFG
509
Magnus Financial Group
New York
$273K +$1.89K +14 +0.7%
SA
510
Strategic Advisors
New York
$271K – – –
MMPW
511
Mitchell McLeod Pugh & Williams
Alabama
$271K +$271K +2,012 New
NWA
512
Navis Wealth Advisors
New York
$270K – – –
PFO
513
Pathstone Family Office
New Jersey
$267K +$33.1K +246 +14%
EAM
514
Evanson Asset Management
California
$265K +$675 +5 +0.3%
FNT
515
First National Trust
Pennsylvania
$263K +$21.3K +158 +9%
HWA
516
Heritage Wealth Advisors
Virginia
$263K +$2.7K +20 +1%
W
517
WealthOne
New York
$261K -$25.1K -186 -9%
KOMWMG
518
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$260K +1,926 New
TSS
519
Two Sigma Securities
New York
$260K +$260K +1,931 New
PFA
520
Professional Financial Advisors
Nebraska
$259K +$25.4K +188 +11%
SAM
521
Seelaus Asset Management
New Jersey
$258K -$22.8K -169 -8%
CFGS
522
Concourse Financial Group Securities
Alabama
$258K +$270 +2 +0.1%
KCM
523
Kennicott Capital Management
California
$258K +$258K +1,916 New
BFO
524
Biltmore Family Office
North Carolina
$256K – – –
MAG
525
Mayfair Advisory Group
Alabama
$254K +$254K +1,867 New
19 20
21
22 23