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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$61.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$41.9M
3
TC
Trust Company
Kansas
+$38.8M
4
PAG
Private Advisor Group
New Jersey
+$26.9M
5
AssetMark Inc
AssetMark Inc
California
+$23.5M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$124M
2
EC
Estate Counselors
Wisconsin
-$21.6M
3
FIA
Foundations Investment Advisors
Arizona
-$16.6M
4
BWL
Bogart Wealth LLC
Virginia
-$14.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
576
Carroll Financial Associates
North Carolina
$151K +$139 +1 +0.1%
SC
577
Sierra Capital
Florida
$141K – – –
NSIM
578
North Star Investment Management
Illinois
$141K +$280 +2 +0.2%
JGIA
579
Jackson Grant Investment Advisers
Connecticut
$136K +$557 +4 +0.4%
LB
580
Legacy Bridge
Iowa
$134K -$6.98K -50 -5%
TF
581
TimeScale Financial
Massachusetts
$133K +$418 +3 +0.3%
FPB
582
First PREMIER Bank
South Dakota
$132K – – –
AWA
583
Arkadios Wealth Advisors
Georgia
$131K -$31.5K -226 -19%
FP
584
Financial Perspectives
Minnesota
$129K – – –
BU
585
BBVA USA
Alabama
$127K – – –
PMFA
586
Plante Moran Financial Advisors
Michigan
$117K -$5.89K -42 -5%
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$1.12K +8 +1%
FFA
588
Founders Financial Alliance
North Carolina
$112K – – –
SSC
589
Syverson Strege & Co
Iowa
$110K – – –
CCM
590
Covington Capital Management
California
$94K -$4.21K -30 -4%
MPCG
591
Matrix Private Capital Group
New York
$92K +$140 +1 +0.2%
MRCM
592
M&R Capital Management
New Jersey
$85K – – –
RG
593
Retirement Group
California
$82K – – –
SCA
594
Stonebridge Capital Advisors
Minnesota
$81K -$68.2K -489 -46%
CB
595
Community Bank
New York
$80K – – –
1IA
596
1834 Investment Advisors
Wisconsin
$80K – – –
BWM
597
BerganKDV Wealth Management
Minnesota
$80K +$14.5K +103 +22%
FCA
598
FinTrust Capital Advisors
South Carolina
$80K +$77.4K +557 +2,932%
LFG
599
Larson Financial Group
Missouri
$79K +$24.6K +176 +45%
GI
600
Gradient Investments
Minnesota
$73K +$9.27K +66 +15%
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24
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