VOE icon

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 %
SC
576
Sierra Capital
Florida
$136K +$136K +1,008 New
NSIM
577
North Star Investment Management
Illinois
$135K +$7K +52 +5%
PAIM
578
Punch & Associates Investment Management
Minnesota
$135K +$135K +1,000 New
CFA
579
Carroll Financial Associates
North Carolina
$134K – – –
CA
580
Clearstead Advisors
Ohio
$133K – – –
JGIA
581
Jackson Grant Investment Advisers
Connecticut
$131K +$541 +4 +0.4%
FPB
582
First PREMIER Bank
South Dakota
$128K – – –
TF
583
TimeScale Financial
Massachusetts
$128K +$541 +4 +0.4%
SFS
584
Sowell Financial Services
Arkansas
$120K +$68.8K +479 +134%
PMFA
585
Plante Moran Financial Advisors
Michigan
$117K -$1.62K -12 -1%
CFFP
586
Center for Financial Planning
Michigan
$116K -$18.5K -138 -14%
FFA
587
Founders Financial Alliance
North Carolina
$113K – – –
SSC
588
Syverson Strege & Co
Iowa
$106K – – –
IFA
589
Interactive Financial Advisors
Illinois
$106K +$54.9K +408 +107%
BWM
590
Baystate Wealth Management
Massachusetts
$99K -$12.2K -90 -11%
1IA
591
1834 Investment Advisors
Wisconsin
$99K -$538 -4 -0.5%
MCC
592
Money Concepts Capital
Florida
$95K -$12K -89 -11%
CCM
593
Covington Capital Management
California
$94K – – –
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$91K +$12.4K +92 +16%
MPCG
595
Matrix Private Capital Group
New York
$89K – – –
VFA
596
Valeo Financial Advisors
Indiana
$87K -$3.79K -28 -4%
MRCM
597
M&R Capital Management
New Jersey
$82K – – –
CL
598
COWA LLC
Oklahoma
$81K – – –
BFG
599
Baron Financial Group
New Jersey
$80.9K – – –
RG
600
Retirement Group
California
$79K +$2.58K +19 +3%
22 23
24
25 26