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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
+$61.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$41.9M
3
TC
Trust Company
Kansas
+$38.8M
4
PAG
Private Advisor Group
New Jersey
+$26.9M
5
AssetMark Inc
AssetMark Inc
California
+$23.5M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$124M
2
EC
Estate Counselors
Wisconsin
-$21.6M
3
FIA
Foundations Investment Advisors
Arizona
-$16.6M
4
BWL
Bogart Wealth LLC
Virginia
-$14.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
501
Deutsche Bank
Germany
$310K -$266K -1,901 -46%
FMWA
502
Forvis Mazars Wealth Advisors
Missouri
$308K – – –
JCIA
503
Jackson Creek Investment Advisors
Colorado
$306K +$6.28K +45 +2%
SAM
504
Seelaus Asset Management
New Jersey
$306K +$21.6K +155 +8%
GRP
505
Global Retirement Partners
California
$305K +$16.4K +117 +6%
DWP
506
Destiny Wealth Partners
Florida
$299K – – –
KCM
507
Karp Capital Management
California
$299K +$51.4K +368 +21%
WPP
508
Whalerock Point Partners
Rhode Island
$293K – – –
OWP
509
Obermeyer Wealth Partners
Colorado
$293K +$69.3K +496 +31%
PA
510
PFG Advisors
Arizona
$292K -$199K -1,427 -41%
CAMG
511
CWA Asset Management Group
Florida
$289K +$1.39K +10 +0.5%
PL
512
Plancorp LLC
Missouri
$285K – – –
PFA
513
Professional Financial Advisors
Nebraska
$285K +$3.92K +28 +1%
GT
514
Greenleaf Trust
Michigan
$285K +$285K +2,044 New
MCM
515
Maryland Capital Management
Maryland
$283K – – –
Kovitz Investment Group Partners
516
Kovitz Investment Group Partners
Illinois
$282K -$1.4K -10 -0.5%
MMPW
517
Mitchell McLeod Pugh & Williams
Alabama
$281K – – –
SA
518
Strategic Advisors
New York
$280K – – –
NAS
519
Nicolet Advisory Services
Wisconsin
$280K +$280 +2 +0.1%
NWA
520
Navis Wealth Advisors
New York
$279K – – –
EAM
521
Evanson Asset Management
California
$277K +$702 +5 +0.3%
ECM
522
Evergreen Capital Management
Washington
$276K +$276K +1,974 New
CG
523
Caprock Group
Idaho
$274K – – –
OLA
524
Oliver Luxxe Assets
New Jersey
$274K +$27.9K +200 +11%
HWA
525
Heritage Wealth Advisors
Virginia
$272K – – –
19 20
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