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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 %
CB
601
Community Bank
New York
$78K +$30.3K +225 +64%
PFBT
602
Parkside Financial Bank & Trust
Missouri
$76K +$814 +6 +1%
BlackRock
603
BlackRock
New York
$76K +$23K +171 +44%
FHC
604
First Horizon Corporation
Tennessee
$74K +$15.2K +113 +26%
BEI
605
Benjamin Edwards Inc
Missouri
$73K +$2.28K +17 +3%
SCA
606
Stonebridge Capital Advisors
Minnesota
$72K +$72K +535 New
BW
607
Bison Wealth
Georgia
$71K +$136 +1 +0.2%
GAM
608
Grandview Asset Management
Pennsylvania
$66K +$66K +489 New
GI
609
Gradient Investments
Minnesota
$63K +$60.1K +443 +2,110%
HDIM
610
Hanson & Doremus Investment Management
Vermont
$60K +$940 +7 +2%
BWM
611
BerganKDV Wealth Management
Minnesota
$59K – – –
LFG
612
Larson Financial Group
Missouri
$56K +$8.55K +64 +18%
CPWM
613
Cypress Point Wealth Management
Texas
$54K – – –
MF
614
Manchester Financial
California
$54K – – –
PP
615
PrairieView Partners
Minnesota
$49K +$13.9K +103 +39%
CFN
616
Cordasco Financial Network
Florida
$48K – – –
EP
617
Eudaimonia Partners
Tennessee
$47K +$3.93K +29 +9%
GEA
618
Glen Eagle Advisors
New Jersey
$43.6K – – –
LIA
619
LS Investment Advisors
Michigan
$43K – – –
MFA
620
McClarren Financial Advisors
Pennsylvania
$43K +$270 +2 +0.6%
TWM
621
Tradition Wealth Management
Minnesota
$41K – – –
TWA
622
TCI Wealth Advisors
Arizona
$40K +$15.9K +119 +66%
WPA
623
West Paces Advisors
Georgia
$39.8K +$39.8K +295 New
SFSIG
624
San Francisco Sentry Investment Group
California
$38K – – –
EFSCE
625
Enterprise Financial Services Corp (EFSC)
Missouri
$37K – – –
23 24
25
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