VOE icon

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
$269M
2
BCM
Brookstone Capital Management
Illinois
$52.2M
3
Betterment LLC
Betterment LLC
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$280M
5
Bank of America
Bank of America
North Carolina
$331M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
Creative Planning
Kansas
$45.3M
5
TF
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
576
First Manhattan
New York
$199K -$7.02K -50 -3%
Bessemer Group
577
Bessemer Group
New Jersey
$199K +$4.34K +31 +2%
TFGT
578
TS Financial Group (TSFG)
Illinois
$199K +$24.7K +176 +14%
TIA
579
Tiemann Investment Advisors
California
$197K -$171K -1,220 -46%
TSW
580
Thompson Siegel & Walmsley
Virginia
$195K +$195K +1,388 New
SIM
581
Sonora Investment Management
Arizona
$190K – – –
WFA
582
Wells Financial Advisors
Massachusetts
$188K -$224K -1,596 -54%
RFA
583
Reilly Financial Advisors
California
$188K +$2.66K +19 +1%
FPS
584
Fieldpoint Private Securities
Connecticut
$184K -$943K -6,549 -84%
RCA
585
Ranch Capital Advisors
Florida
$171K – – –
AWA
586
Arkadios Wealth Advisors
Georgia
$163K +$16.2K +116 +11%
FWM
587
FFT Wealth Management
Pennsylvania
$160K +$160K +1,139 New
SBL
588
Sargent Bickham Lagudis
Colorado
$152K +$3.37K +24 +2%
CFA
589
Carroll Financial Associates
North Carolina
$152K +$11.8K +84 +8%
SCA
590
Stonebridge Capital Advisors
Minnesota
$147K +$73.5K +535 +100%
LB
591
Legacy Bridge
Iowa
$142K – – –
SC
592
Sierra Capital
Florida
$142K – – –
NSIM
593
North Star Investment Management
Illinois
$141K +$281 +2 +0.2%
CA
594
Clearstead Advisors
Ohio
$138K – – –
JGIA
595
Jackson Grant Investment Advisers
Connecticut
$137K +$564 +4 +0.4%
TF
596
TimeScale Financial
Massachusetts
$134K +$704 +5 +0.5%
FPB
597
First PREMIER Bank
South Dakota
$133K – – –
FP
598
Financial Perspectives
Minnesota
$129K -$15.2M -108,324 -99%
BU
599
BBVA USA
Alabama
$128K +$128K +910 New
PMFA
600
Plante Moran Financial Advisors
Michigan
$124K +$1.56K +11 +1%
22 23
24
25 26