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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 %
CAMG
526
CWA Asset Management Group
Florida
$252K -$4.85K -36 -2%
SBIA
527
Sheaff Brock Investment Advisors
Indiana
$251K -$48.8K -362 -16%
NFP
528
Narus Financial Partners
Utah
$249K +$249K +1,844 New
Principal Financial Group
529
Principal Financial Group
Iowa
$248K +$248K +1,836 New
MA
530
MCF Advisors
Kentucky
$245K – – –
AWA
531
Acorn Wealth Advisors
Michigan
$245K +$14K +104 +6%
CHP
532
Cable Hill Partners
Oregon
$244K -$115K -850 -32%
PIA
533
Pinion Investment Advisors
Kansas
$244K -$3.91K -29 -2%
BWM
534
Benchmark Wealth Management
Connecticut
$244K – – –
OA
535
Oxbow Advisors
Texas
$243K +$243K +1,799 New
LWMG
536
Levy Wealth Management Group
Pennsylvania
$240K +$810 +6 +0.3%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$239K -$137K -1,015 -36%
KCM
538
Karp Capital Management
California
$239K +$239K +1,772 New
Citadel Advisors
539
Citadel Advisors
Florida
$239K +$239K +1,773 New
OLA
540
Oliver Luxxe Assets
New Jersey
$237K +$5.26K +39 +2%
BBA
541
BLB&B Advisors
Pennsylvania
$233K -$27.5K -204 -11%
DP
542
Dearborn Partners
Illinois
$218K +$218K +1,620 New
OWP
543
Obermeyer Wealth Partners
Colorado
$216K -$189K -1,400 -47%
WIC
544
Woodmont Investment Counsel
Tennessee
$216K +$216K +1,601 New
GVAG
545
Great Valley Advisor Group
Delaware
$211K -$40K -297 -16%
GLA
546
Good Life Advisors
Pennsylvania
$211K +$211K +1,571 New
BUB
547
BBVA USA Bancshares
Texas
$210K +$210K +1,556 New
DW
548
Domani Wealth
Pennsylvania
$209K +$209K +1,550 New
SFA
549
Sequoia Financial Advisors
Ohio
$208K +$208K +1,545 New
VVP
550
Venture Visionary Partners
Ohio
$208K +$208K +1,547 New
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