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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 %
TFS
551
Thoroughbred Financial Services
Tennessee
$366K +$150 +1 +0%
HIP
552
HUB Investment Partners
Texas
$366K +$1.96K +13 +0.5%
EA
553
Eudaimonia Advisors
Tennessee
$366K +$366K +2,432 New
FNT
554
First National Trust
Pennsylvania
$362K +$21.8K +145 +6%
MW
555
Milestone Wealth
New York
$360K +$360K +2,392 New
JCM
556
Jacobi Capital Management
Pennsylvania
$357K +$15.2K +101 +4%
SFI
557
SPC Financial Inc
Maryland
$350K -$1.2K -8 -0.3%
BEAM
558
Baker Ellis Asset Management
Washington
$347K – – –
SWPG
559
Strategic Wealth Partners Group
Illinois
$343K -$85.9K -571 -20%
FCM
560
Fourpath Capital Management
Oklahoma
$343K +$343K +2,282 New
OA
561
Oxbow Advisors
Texas
$341K -$4.06K -27 -1%
WSTAM
562
Wilbanks Smith & Thomas Asset Management
Virginia
$340K – – –
IPW
563
Intergy Private Wealth
Colorado
$340K +$340K +2,259 New
MAG
564
Mayfair Advisory Group
Alabama
$339K – – –
HPWM
565
High Pines Wealth Management
Massachusetts
$337K -$10.7K -71 -3%
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$332K – – –
SAM
567
Seelaus Asset Management
New Jersey
$331K +$1.65K +11 +0.5%
PFA
568
Professional Financial Advisors
Nebraska
$330K +$23.2K +154 +8%
PL
569
Plancorp LLC
Missouri
$326K +$19K +126 +6%
AllianceBernstein
570
AllianceBernstein
Tennessee
$325K +$325K +2,159 New
TF
571
Theory Financial
Colorado
$324K +$324K +2,157 New
VBWMG
572
Von Berge Wealth Management Group
California
$324K +$324K +2,218 New
FFMBT
573
First Farmers & Merchants Bank Trust
Tennessee
$323K +$323K +2,150 New
PG
574
Prostatis Group
Maryland
$322K -$122K -814 -28%
DWP
575
Destiny Wealth Partners
Florida
$322K – – –
21 22
23
24 25