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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

717 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 326 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+21
Holders Change %
+3.02%
% of All Funds
12.52%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.94%
New
75
Increased
326
Reduced
186
Closed
39
Calls
$2.98M
Puts
$900K
Net Calls
+$2.08M
Net Calls Change
-$2.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$204M
2
BCM
Brookstone Capital Management
Illinois
+$52.2M
3
Betterment LLC
Betterment LLC
New York
+$43M
4
UBS Group
UBS Group
Switzerland
+$25.3M
5
Bank of America
Bank of America
North Carolina
+$23.7M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$523M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$39.3M
3
MIS
Morningstar Investment Services
Illinois
-$32.2M
4
Creative Planning
Creative Planning
Kansas
-$30.5M
5
TF
TIAA FSB
Florida
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$285K – – –
MMPW
527
Mitchell McLeod Pugh & Williams
Alabama
$283K – – –
SA
528
Strategic Advisors
New York
$282K – – –
PFA
529
Professional Financial Advisors
Nebraska
$282K +$12.6K +90 +5%
LWAC
530
Laurel Wealth Advisors (California)
California
$282K +$282K +2,011 New
NAS
531
Nicolet Advisory Services
Wisconsin
$281K -$89.9K -640 -24%
NWA
532
Navis Wealth Advisors
New York
$281K – – –
KOMWMG
533
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$278K +$7.58K +54 +3%
EAM
534
Evanson Asset Management
California
$277K +$844 +6 +0.3%
CG
535
Caprock Group
Idaho
$275K +$275K +1,960 New
HWA
536
Heritage Wealth Advisors
Virginia
$274K – – –
BBA
537
BLB&B Advisors
Pennsylvania
$272K +$28.7K +204 +12%
PFO
538
Pathstone Family Office
New Jersey
$270K -$8.28K -59 -3%
IA
539
IFG Advisory
Georgia
$269K -$32.5K -232 -11%
KCM
540
Kennicott Capital Management
California
$269K – – –
BFO
541
Biltmore Family Office
North Carolina
$267K – – –
SW
542
SVB Wealth
Massachusetts
$262K +$262K +1,868 New
SBIA
543
Sheaff Brock Investment Advisors
Indiana
$261K – – –
Koshinski Asset Management
544
Koshinski Asset Management
Illinois
$258K -$61K -434 -19%
CAM
545
Cidel Asset Management
Ontario, Canada
$255K -$91.3K -650 -26%
MA
546
MCF Advisors
Kentucky
$255K – – –
BWM
547
Benchmark Wealth Management
Connecticut
$255K – – –
CHP
548
Cable Hill Partners
Oregon
$254K – – –
KCM
549
Karp Capital Management
California
$249K – – –
OLA
550
Oliver Luxxe Assets
New Jersey
$247K +$701 +5 +0.3%
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