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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 %
VWM
576
Venturi Wealth Management
Texas
$320K +$320K +2,126 New
MC
577
Moors & Cabot
Massachusetts
$316K +$70K +466 +28%
WPP
578
Whalerock Point Partners
Rhode Island
$315K – – –
OWP
579
Obermeyer Wealth Partners
Colorado
$315K – – –
NRI
580
NFP Retirement Inc
California
$314K +$90.5K +602 +40%
CA
581
Continuum Advisory
Idaho
$314K -$98.1K -652 -24%
BBA
582
BLB&B Advisors
Pennsylvania
$311K -$44.9K -299 -13%
MCM
583
Maryland Capital Management
Maryland
$310K +$4.66K +31 +2%
SBIA
584
Sheaff Brock Investment Advisors
Indiana
$309K +$28.6K +190 +10%
MFG
585
Magnus Financial Group
New York
$309K +$35K +233 +13%
LSPW
586
Lake Street Private Wealth
Illinois
$308K +$58K +386 +23%
QWM
587
Quaker Wealth Management
New Jersey
$307K +$307K +2,045 New
SG
588
StoneX Group
New York
$303K +$303K +2,017 New
OLA
589
Oliver Luxxe Assets
New Jersey
$303K +$8.27K +55 +3%
MMPW
590
Mitchell McLeod Pugh & Williams
Alabama
$302K – – –
SA
591
Strategic Advisors
New York
$302K – – –
NWA
592
Navis Wealth Advisors
New York
$301K – – –
NAS
593
Nicolet Advisory Services
Wisconsin
$301K +$150 +1 +0%
LS
594
Leelyn Smith
Illinois
$301K +$76.5K +509 +34%
CG
595
Caprock Group
Idaho
$300K +$5.12K +34 +2%
MOS
596
MGO One Seven
Ohio
$298K -$37.7K -251 -11%
PA
597
PFG Advisors
Arizona
$298K -$17K -113 -5%
EAM
598
Evanson Asset Management
California
$298K +$1.2K +8 +0.4%
ECM
599
Evergreen Capital Management
Washington
$297K – – –
Kovitz Investment Group Partners
600
Kovitz Investment Group Partners
Illinois
$294K +$53.5K +449 +22%
22 23
24
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