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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 %
MCC
676
Money Concepts Capital
Florida
$145K +$145K +965 New
LB
677
Legacy Bridge
Iowa
$144K – – –
TF
678
TimeScale Financial
Massachusetts
$144K +$899 +6 +0.6%
CFA
679
Carroll Financial Associates
North Carolina
$143K -$18K -121 -11%
FPB
680
First PREMIER Bank
South Dakota
$142K – – –
PFBT
681
Parkside Financial Bank & Trust
Missouri
$140K +$66.9K +446 +92%
FP
682
Financial Perspectives
Minnesota
$139K +$150 +1 +0.1%
CM
683
Cornerstone Management
Georgia
$138K -$199K -1,321 -59%
JFGIW
684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K – – –
FFA
685
Founders Financial Alliance
North Carolina
$121K – – –
FAG
686
Fortitude Advisory Group
Washington
$120K +$120K +799 New
SSC
687
Syverson Strege & Co
Iowa
$118K – – –
CCM
688
Covington Capital Management
California
$104K +$3.74K +25 +4%
LFG
689
Larson Financial Group
Missouri
$102K +$17.4K +116 +21%
MFM
690
MD Financial Management
Ontario, Canada
$101K +$101K +669 New
NL
691
NVWM LLC
Pennsylvania
$100K +$28.3K +189 +39%
MPCG
692
Matrix Private Capital Group
New York
$99K – – –
MRCM
693
M&R Capital Management
New Jersey
$92K – – –
RG
694
Retirement Group
California
$88K – – –
CB
695
Community Bank
New York
$87K – – –
SCA
696
Stonebridge Capital Advisors
Minnesota
$87K +$149 +1 +0.2%
BWM
697
BerganKDV Wealth Management
Minnesota
$86K – – –
SIC
698
Salem Investment Counselors
North Carolina
$83K +$59.8K +400 +258%
FCT
699
First Community Trust
Iowa
$79.7K +$79.7K +530 New
1IA
700
1834 Investment Advisors
Wisconsin
$79K -$7.52K -50 -9%
26 27
28
29 30