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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 %
YWP
551
YorkBridge Wealth Partners
New York
$207K -$39.1K -290 -16%
AHC
552
Anderson Hoagland & Co
Missouri
$203K -$171K -1,265 -46%
LSPW
553
Lake Street Private Wealth
Illinois
$203K +$203K +1,504 New
CI
554
Cordant Inc
Oregon
$202K -$540 -4 -0.3%
SAM
555
Silvercrest Asset Management
New York
$201K -$38.8K -287 -16%
AP
556
Atwood & Palmer
Missouri
$201K – – –
CTC
557
Central Trust Company
Missouri
$200K – – –
AC
558
Abbrea Capital
California
$200K +$200K +1,486 New
First Manhattan
559
First Manhattan
New York
$197K – – –
Bessemer Group
560
Bessemer Group
New Jersey
$187K – – –
LTI
561
Laffer Tengler Investments
Tennessee
$187K +$187K +1,384 New
SBSB
562
Sullivan, Bruyette, Speros & Blaney
Virginia
$185K – – –
CFD
563
Creative Financial Designs
Indiana
$185K +$10.8K +80 +6%
SIM
564
Sonora Investment Management
Arizona
$183K – – –
RFA
565
Reilly Financial Advisors
California
$178K -$19.3K -143 -10%
TFGT
566
TS Financial Group (TSFG)
Illinois
$168K -$675 -5 -0.4%
WCM
567
Wealthcare Capital Management
Virginia
$166K +$166K +1,231 New
RCA
568
Ranch Capital Advisors
Florida
$164K +$135 +1 +0.1%
ACM
569
Allred Capital Management
Texas
$160K +$160K +1,185 New
DSC
570
Duncker Streett & Co
Missouri
$158K +$405 +3 +0.3%
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$158K +$158K +1,175 New
BAMG
572
Brand Asset Management Group
Missouri
$148K +$14.7K +109 +11%
SBL
573
Sargent Bickham Lagudis
Colorado
$143K +$135 +1 +0.1%
AWA
574
Arkadios Wealth Advisors
Georgia
$141K +$10.1K +75 +8%
LB
575
Legacy Bridge
Iowa
$136K – – –
21 22
23
24 25