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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 %
BPWM
601
Badgley Phelps Wealth Managers
Washington
$294K +$294K +1,957 New
MAG
602
MRA Advisory Group
New Jersey
$294K +$294K +1,958 New
HWA
603
Heritage Wealth Advisors
Virginia
$293K – – –
FPCG
604
Fort Pitt Capital Group
Pennsylvania
$292K – – –
SIC
605
Sterling Investment Counsel
New York
$291K +$291K +1,935 New
TFA
606
Triad Financial Advisors
North Carolina
$290K +$290K +1,930 New
IFWM
607
Institute for Wealth Management
Colorado
$289K – – –
CAMG
608
CWA Asset Management Group
Florida
$288K -$23.4K -156 -8%
KCM
609
Kennicott Capital Management
California
$288K – – –
QCIG
610
Quad-Cities Investment Group
Iowa
$283K +$2.85K +19 +1%
IA
611
IFG Advisory
Georgia
$282K +$15.4K +103 +6%
GT
612
Greenleaf Trust
Michigan
$279K -$28.6K -190 -9%
Franklin Resources
613
Franklin Resources
California
$279K – – –
HGERS
614
Householder Group Estate & Retirement Specialist
Arizona
$278K +$278K +1,848 New
CSB
615
City State Bank
Iowa
$277K +$277K +1,842 New
CHP
616
Cable Hill Partners
Oregon
$272K – – –
BWM
617
Benchmark Wealth Management
Connecticut
$272K – – –
TFGT
618
TS Financial Group (TSFG)
Illinois
$270K +$60K +400 +29%
WA
619
Wealthstream Advisors
New York
$270K +$270K +1,798 New
HIC
620
Holderness Investments Company
North Carolina
$269K +$2.55K +17 +1%
DWT
621
Dorsey & Whitney Trust
South Dakota
$263K +$5.72K +38 +2%
TRCT
622
Tower Research Capital (TRC)
New York
$261K -$2.23M -14,810 -90%
LWMG
623
Levy Wealth Management Group
Pennsylvania
$261K +$1.2K +8 +0.5%
SAM
624
Silvercrest Asset Management
New York
$260K – – –
BFA
625
BMS Financial Advisors
South Dakota
$257K +$257K +1,710 New
23 24
25
26 27