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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 %
VCM
701
Virtue Capital Management
Tennessee
– -$1.08M -9,073 Closed
Fiera Capital (Canada)
702
Fiera Capital (Canada)
Quebec, Canada
– -$967K -8,125 Closed
PPW
703
Parcion Private Wealth
Washington
– -$670K -5,633 Closed
CWM
704
Connecticut Wealth Management
Connecticut
– -$479K -4,030 Closed
M&T Bank
705
M&T Bank
New York
– -$479K -4,025 Closed
CW
706
CreativeOne Wealth
Kansas
– -$468K -3,931 Closed
FFN
707
Focus Financial Network
Minnesota
– -$346K -2,911 Closed
LWAC
708
Laurel Wealth Advisors (California)
California
– -$309K -2,594 Closed
PCMC
709
Private Capital Management (Colorado)
Colorado
– -$246K -2,080 Closed
F
710
F3Logic
Minnesota
– -$204K -1,718 Closed
ICP
711
Interchange Capital Partners
Pennsylvania
– -$127K -1,075 Closed
FWM
712
FSA Wealth Management
Massachusetts
– -$115K -968 Closed
HI
713
Human Investing
Oregon
– -$73K -614 Closed
DWM
714
Defined Wealth Management
Oregon
– -$52K -434 Closed
HFA
715
HC Financial Advisors
California
– -$38K -317 Closed
RWA
716
Ropes Wealth Advisors
Massachusetts
– -$37K -309 Closed
TIAM2
717
Tru Independence Asset Management 2
Oregon
– -$36K -302 Closed
APC
718
Asset Planning Corporation
Tennessee
– -$24K -205 Closed
SWM
719
Selective Wealth Management
Virginia
– -$24K -200 Closed
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$15.5K -130 Closed
SSB
721
Sandy Spring Bank
Maryland
– -$13K -108 Closed
IA
722
Inspire Advisors
Idaho
– -$12K -102 Closed
FWM
723
ForthRight Wealth Management
Georgia
– -$11K -96 Closed
NCM
724
New Capital Management
Texas
– -$9K -88 Closed
HWA
725
HCR Wealth Advisors
California
– -$10K -87 Closed
26 27 28
29
30