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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

717 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 326 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+21
Holders Change %
+3.02%
% of All Funds
12.52%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.94%
New
75
Increased
326
Reduced
186
Closed
39
Calls
$2.98M
Puts
$900K
Net Calls
+$2.08M
Net Calls Change
-$2.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M
2
BCM
Brookstone Capital Management
Illinois
$52.2M
3
Betterment LLC
Betterment LLC
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$280M
5
Bank of America
Bank of America
North Carolina
$331M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
Creative Planning
Kansas
$45.3M
5
TF
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
676
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
MG
677
MilWealth Group
Wisconsin
$10.6K – – –
CTB
678
Country Trust Bank
Illinois
$10K – – –
ST
679
Sageworth Trust
Pennsylvania
$10K +$10K +73 New
PK
680
Pflug Koory
Nebraska
$9K – – –
HWA
681
HHM Wealth Advisors
Tennessee
$9K – – –
HFA
682
Hoover Financial Advisors
Pennsylvania
$9K +$132 +1 +1%
LC
683
Lindbrook Capital
California
$9K +$9K +61 New
PCFFS
684
Pacific Center for Financial Services
California
$8K – – –
SIS
685
Sound Income Strategies
Florida
$8K +$267 +2 +3%
BFC
686
Bedel Financial Consulting
Indiana
$8K +$800 +6 +11%
CP
687
Castleview Partners
Texas
$8K +$8K +54 New
HS
688
Horan Securities
United States
$7K – – –
MM
689
Main Management
California
$7K – – –
TIM
690
Tortoise Investment Management
New York
$7K – – –
FCFS
691
First Command Financial Services
Texas
$7K – – –
FCB
692
First Command Bank
Texas
$7K – – –
HWMA
693
Heritage Wealth Management (Arizona)
Arizona
$7K – – –
PWMG
694
Prestige Wealth Management Group
New Jersey
$7K +$298 +2 +4%
PCA
695
Providence Capital Advisors
North Carolina
$7K +$7K +50 New
FCMT
696
Founders Capital Management (Texas)
Texas
$6K – – –
QCG
697
Quadrant Capital Group
Ohio
$6K +$585 +4 +11%
CAAS
698
Capital Asset Advisory Services
Michigan
$5K -$15.6K -109 -76%
LF
699
Lee Financial
Texas
$5K – – –
TAM
700
Townsend Asset Management
North Carolina
$5K – – –
26 27
28
29 30