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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 %
CMBA
501
C.M. Bidwell & Associates
Hawaii
$464K -$177K -1,174 -28%
CHJWM
502
Carlton Hofferkamp & Jenks Wealth Management
Texas
$463K – – –
NB
503
NBT Bank
New York
$463K – – –
KWM
504
Kingsview Wealth Management
Oregon
$458K +$63.4K +422 +16%
MFW
505
Meristem Family Wealth
Minnesota
$456K – – –
GJIC
506
Gamble Jones Investment Counsel
California
$456K +$8.12K +54 +2%
SSI
507
Scott & Selber Inc
Texas
$451K – – –
TC
508
TownSquare Capital
Utah
$448K +$448K +2,979 New
BWM
509
BCS Wealth Management
Tennessee
$446K – – –
MFG
510
Merit Financial Group
Georgia
$446K +$22.7K +151 +5%
VCA
511
Verdence Capital Advisors
Maryland
$443K -$1.35K -9 -0.3%
JSW
512
Journey Strategic Wealth
New Jersey
$443K +$443K +2,948 New
FCH
513
Freestone Capital Holdings
Washington
$442K – – –
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$442K +$15.4K +102 +4%
MF
515
Meridian Financial
Massachusetts
$439K +$439K +2,921 New
BFO
516
Biltmore Family Office
North Carolina
$436K – – –
RJT
517
Raymond James Trust
Florida
$434K -$21.6K -144 -5%
NB
518
Nicolet Bankshares
Wisconsin
$434K +$3.16K +21 +0.7%
NAMP
519
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$431K – – –
WLPWM
520
Walled Lake Planning & Wealth Management
Illinois
$429K +$1.35K +9 +0.3%
AWM
521
Atticus Wealth Management
Florida
$429K +$16.3K +108 +4%
BFA
522
Beacon Financial Advisory
Ohio
$427K +$150 +1 +0%
RMDI
523
R.M. Davis Inc
Maine
$424K – – –
TSW
524
Thompson Siegel & Walmsley
Virginia
$423K +$13.8K +92 +3%
USCWA
525
U.S. Capital Wealth Advisors
Texas
$420K +$5.26K +35 +1%
19 20
21
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