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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 %
TIM
676
Tortoise Investment Management
New York
$6K +$383 +3 +7%
SCM
677
SevenOneSeven Capital Management
Pennsylvania
$6K +$6K +47 New
HWMA
678
Heritage Wealth Management (Arizona)
Arizona
$6K +$6K +48 New
TAM
679
Townsend Asset Management
North Carolina
$5K – – –
CWC
680
Carolinas Wealth Consulting
North Carolina
$5K – – –
LF
681
Lee Financial
Texas
$5K +$5K +35 New
QCG
682
Quadrant Capital Group
Ohio
$5K +$5K +37 New
BCA
683
Berman Capital Advisors
Georgia
$4K – – –
FCA
684
FinTrust Capital Advisors
South Carolina
$3K – – –
JWA
685
JFS Wealth Advisors
Pennsylvania
$3K – – –
LWANC
686
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SFA
687
Stewardship Financial Advisors
Georgia
$3K +$3K +20 New
FF
688
FourThought Financial
Florida
$2K -$545 -6 -21%
TCWM
689
Total Clarity Wealth Management
Illinois
$2K +$2K +18 New
COCM
690
Charter Oak Capital Management
New Hampshire
$2K +$2K +18 New
AIA
691
Arcadia Investment Advisors
Idaho
$1.48K – – –
RWG
692
Regal Wealth Group
California
$1K – – –
CWP
693
Concord Wealth Partners
Virginia
$1K +$1K +8 New
BBHC
694
Brown Brothers Harriman & Co
New York
$358 -$9 -65 -2%
FGAM
695
Financial Gravity Asset Management
Texas
$32 – – –
NYLIM
696
New York Life Investment Management
New York
– -$8.85M -74,362 Closed
SL
697
Systelligence LLC
Minnesota
– -$7.07M -59,463 Closed
HMS
698
Hanseatic Management Services
New Mexico
– -$1.8M -15,098 Closed
BP
699
BBR Partners
New York
– -$1.3M -10,957 Closed
Renaissance Technologies
700
Renaissance Technologies
New York
– -$1.2M -10,100 Closed
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