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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 %
VRM
651
Vectors Research Management
New York
$15K +$1.06K +8 +8%
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$14K +$13.6K +104 +3,467%
FRA
653
Front Row Advisors
California
$13K – – –
BC
654
Barnett & Company
Tennessee
$13K – – –
HPC
655
HM Payson & Co
Maine
$13K +$1.49K +11 +13%
PFGIA
656
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$32K -229 -73%
AIP
657
Ameritas Investment Partners
Nebraska
$12K – – –
ME
658
McIlrath & Eck
Washington
$12K – – –
CAGAS
659
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
MG
660
MilWealth Group
Wisconsin
$10.2K -$7.13K -53 -41%
HFA
661
Hoover Financial Advisors
Pennsylvania
$10K – – –
CTB
662
Country Trust Bank
Illinois
$9K -$2.52K -19 -22%
CFB
663
Cullen/Frost Bankers
Texas
$9K +$9K +68 New
PCFFS
664
Pacific Center for Financial Services
California
$8K – – –
AF
665
Affiance Financial
Minnesota
$8K +$8K +58 New
PK
666
Pflug Koory
Nebraska
$8K +$8K +62 New
HWA
667
HHM Wealth Advisors
Tennessee
$8K +$8K +63 New
SIS
668
Sound Income Strategies
Florida
$7.82K +$4.45K +33 +132%
HS
669
Horan Securities
United States
$7K +$3.16K +23 +82%
FCB
670
First Command Bank
Texas
$7K +$5.74K +41 +456%
FCFS
671
First Command Financial Services
Texas
$7K +$5.74K +41 +456%
BFC
672
Bedel Financial Consulting
Indiana
$7K +$7K +54 New
PWMG
673
Prestige Wealth Management Group
New Jersey
$6K -$933 -7 -13%
FCMT
674
Founders Capital Management (Texas)
Texas
$6K – – –
MM
675
Main Management
California
$6K – – –
25 26
27
28 29