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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 %
CPP
626
Capasso Planning Partners
South Carolina
$256K +$256K +1,702 New
WP
627
Wealthspan Partners
Iowa
$254K +$254K +1,691 New
DP
628
Dearborn Partners
Illinois
$251K +$7.52K +50 +3%
AWA
629
Arkadios Wealth Advisors
Georgia
$249K +$108K +720 +77%
TWP
630
TFO Wealth Partners
Ohio
$245K +$245K +1,669 New
WIC
631
Woodmont Investment Counsel
Tennessee
$244K +$1.35K +9 +0.6%
SC
632
Sierra Capital
Florida
$244K +$92.3K +613 +61%
CCM
633
Crabel Capital Management
California
$243K +$243K +1,619 New
SWM
634
Silverlake Wealth Management
Vermont
$243K +$243K +1,616 New
NF
635
Nikulski Financial
Iowa
$241K – – –
First Manhattan
636
First Manhattan
New York
$239K – – –
OSAM
637
O'Shaughnessy Asset Management
Connecticut
$238K – – –
KCM
638
Kennedy Capital Management
Missouri
$236K +$236K +1,567 New
AWM
639
Apollon Wealth Management
South Carolina
$233K +$233K +1,550 New
VVP
640
Venture Visionary Partners
Ohio
$231K +$1.2K +8 +0.5%
HSA
641
HBK Sorce Advisory
Pennsylvania
$231K +$231K +1,538 New
SIMG
642
Sonora Investment Management Group
Arizona
$226K +$226K +1,501 New
WP
643
WealthPLAN Partners
Nebraska
$225K -$13.6K -93 -6%
AC
644
Abbrea Capital
California
$223K – – –
OC
645
Oppenheimer & Co
New York
$222K -$15.1K -100 -6%
Deutsche Bank
646
Deutsche Bank
Germany
$221K -$113K -750 -34%
BFM
647
Broadview Financial Management
Wisconsin
$221K +$1.2K +8 +0.5%
AHC
648
Anderson Hoagland & Co
Missouri
$218K – – –
WP
649
WealthSource Partners
California
$217K +$217K +1,441 New
YWP
650
YorkBridge Wealth Partners
New York
$215K – – –
24 25
26
27 28