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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 %
LF
701
Lee Financial
Texas
$5K – – –
JMF
702
Johnson Midwest Financial
Iowa
$5K +$5K +33 New
TFM
703
TFC Financial Management
Massachusetts
$5K +$5K +35 New
JWA
704
JFS Wealth Advisors
Pennsylvania
$4K – – –
BCA
705
Berman Capital Advisors
Georgia
$4K – – –
LWANC
706
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
FCA
707
FinTrust Capital Advisors
South Carolina
$3K – – –
FF
708
FourThought Financial
Florida
$3K – – –
IBOK
709
Independence Bank of Kentucky
Kentucky
$2K +$2K +14 New
AIA
710
Arcadia Investment Advisors
Idaho
$1.55K – – –
HFS
711
Hantz Financial Services
Michigan
$1K +$1K +5 New
APWA
712
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +6 New
LWM
713
Liberty Wealth Management
California
$1K +$1K +6 New
ADL
714
Asset Dedication LLC
California
$1K +$1K +10 New
BBHC
715
Brown Brothers Harriman & Co
New York
$242 -$130 -927 -35%
SFM
716
Signet Financial Management
New Jersey
– -$3.16M -23,415 Closed
VA
717
Valmark Advisers
Ohio
– -$2.4M -17,801 Closed
VFA
718
Voya Financial Advisors
Connecticut
– -$2.32M -17,063 Closed
Boston Partners
719
Boston Partners
Massachusetts
– -$2.24M -16,611 Closed
Legacy Financial Group (Iowa)
720
Legacy Financial Group (Iowa)
Iowa
– -$1.46M -10,818 Closed
SS
721
Simplicity Solutions
Minnesota
– -$1.2M -8,857 Closed
RC
722
RegentAtlantic Capital
New Jersey
– -$807K -5,985 Closed
CS
723
Credit Suisse
Switzerland
– -$718K -5,320 Closed
MHS
724
M Holdings Securities
Oregon
– -$426K -3,157 Closed
BWM
725
BCS Wealth Management
Tennessee
– -$400K -2,968 Closed
27 28
29
30 31