VOE icon

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 %
B
651
Bailard
California
$215K +$215K +1,429 New
VFA
652
Valeo Financial Advisors
Indiana
$214K +$214K +1,422 New
CA
653
Clearstead Advisors
Ohio
$212K +$301 +2 +0.1%
AWA
654
Acorn Wealth Advisors
Michigan
$212K +$212K +1,410 New
CB
655
Cadence Bank
Mississippi
$211K +$211K +1,401 New
OHWP
656
Oak Harbor Wealth Partners
North Carolina
$211K +$211K +1,405 New
EWM
657
Endowment Wealth Management
Wisconsin
$210K +$210K +1,400 New
KPW
658
Kore Private Wealth
New York
$209K +$209K +1,392 New
CAM
659
Cozad Asset Management
Illinois
$207K +$207K +1,378 New
CGA
660
Crescent Grove Advisors
Illinois
$207K +$207K +1,378 New
FLPIM
661
F.L. Putnam Investment Management
Massachusetts
$206K +$206K +1,369 New
CWP
662
Concord Wealth Partners
Virginia
$205K +$205K +1,366 New
HSWM
663
Hubbell Strickland Wealth Management
Louisiana
$204K +$204K +1,356 New
WFA
664
Wells Financial Advisors
Massachusetts
$202K +$901 +6 +0.4%
FCBT
665
First Citizens Bank & Trust
North Carolina
$202K +$202K +1,344 New
ECG
666
Edge Capital Group
Georgia
$201K +$201K +1,335 New
CI
667
Cordant Inc
Oregon
$200K -$3.46K -23 -2%
DWM
668
Dakota Wealth Management
Florida
$200K +$200K +1,329 New
YIH
669
Y-Intercept (HK)
Hong Kong
$200K +$200K +1,331 New
LFA
670
Level Financial Advisors
New York
$186K +$186K +1,234 New
PFGIA
671
Patriot Financial Group Insurance Agency
Massachusetts
$181K -$7.22K -48 -4%
NSIM
672
North Star Investment Management
Illinois
$172K +$20.9K +139 +14%
MA
673
Montag & Associates
Georgia
$170K – – –
SBL
674
Sargent Bickham Lagudis
Colorado
$163K – – –
CFFP
675
Center for Financial Planning
Michigan
$150K -$26.3K -175 -15%
25 26
27
28 29