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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 %
LWMG
551
Levy Wealth Management Group
Pennsylvania
$246K -$3.23K -23 -1%
SAM
552
Silvercrest Asset Management
New York
$243K +$34.4K +245 +16%
MCM
553
MAI Capital Management
Ohio
$243K +$243K +1,732 New
MC
554
Moors & Cabot
Massachusetts
$241K +$241K +1,712 New
DP
555
Dearborn Partners
Illinois
$228K – – –
WIC
556
Woodmont Investment Counsel
Tennessee
$226K +$984 +7 +0.4%
OWP
557
Obermeyer Wealth Partners
Colorado
$225K – – –
NF
558
Nikulski Financial
Iowa
$224K -$116K -830 -34%
OSAM
559
O'Shaughnessy Asset Management
Connecticut
$222K +$57K +406 +35%
JG
560
Jefferies Group
New York
$220K +$220K +1,565 New
CTC
561
Central Trust Company
Missouri
$218K +$9.56K +68 +5%
LSPW
562
Lake Street Private Wealth
Illinois
$217K +$3.55K +25 +2%
OC
563
Oppenheimer & Co
New York
$215K +$215K +1,529 New
VVP
564
Venture Visionary Partners
Ohio
$214K -$3.37K -24 -2%
ECG
565
Edge Capital Group
Georgia
$213K -$105K -747 -33%
AHC
566
Anderson Hoagland & Co
Missouri
$211K – – –
FI
567
Financial Insights
Washington
$211K +$211K +150 New
LS
568
Leelyn Smith
Illinois
$210K +$210K +1,495 New
AC
569
Abbrea Capital
California
$209K – – –
SEM
570
Strategic Equity Management
Arizona
$205K +$205K +1,456 New
HTC
571
Haverford Trust Company
Pennsylvania
$205K +$205K +1,459 New
BFM
572
Broadview Financial Management
Wisconsin
$205K +$205K +1,459 New
MSA
573
Marino Stram & Associates
Massachusetts
$202K -$808K -5,741 -80%
YWP
574
YorkBridge Wealth Partners
New York
$202K -$14.2K -101 -7%
CI
575
Cordant Inc
Oregon
$200K -$9.81K -70 -5%
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