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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 %
BlackRock
701
BlackRock
New York
$78K +$747 +5 +1%
AIA
702
Armor Investment Advisors
North Carolina
$74K – – –
FWA
703
FSC Wealth Advisors
New York
$74K +$74K +491 New
BFG
704
Baron Financial Group
New Jersey
$73.2K -$1.5K -10 -2%
SC
705
Stephens Consulting
Michigan
$70.2K +$70.2K +467 New
BEI
706
Benjamin Edwards Inc
Missouri
$68K +$4.94K +33 +8%
APW
707
Acima Private Wealth
Virginia
$67K – – –
CWS
708
Confluence Wealth Services
Pennsylvania
$67K +$67K +450 New
HDIM
709
Hanson & Doremus Investment Management
Vermont
$66K – – –
GI
710
Gradient Investments
Minnesota
$63K -$15.6K -103 -20%
WPA
711
West Paces Advisors
Georgia
$60.1K +$60.1K +400 New
TSWM
712
Tyler-Stone Wealth Management
Ohio
$58K +$58K +384 New
AA
713
Addison Advisors
Vermont
$57K – – –
RWA
714
RGT Wealth Advisors
Texas
$57K +$57K +381 New
DSC
715
Duncker Streett & Co
Missouri
$56K – – –
Barclays
716
Barclays
United Kingdom
$54K – – –
CFN
717
Cordasco Financial Network
Florida
$53K – – –
ADL
718
Asset Dedication LLC
California
$53K +$33.1K +213 +166%
GEA
719
Glen Eagle Advisors
New Jersey
$52.3K +$3.46K +23 +7%
BW
720
Bison Wealth
Georgia
$52K -$23.2K -156 -31%
BWM
721
Baystate Wealth Management
Massachusetts
$52K +$302 +2 +0.6%
MCA
722
Maryland Capital Advisors
Maryland
$52K +$52K +345 New
EWM
723
EPG Wealth Management
Georgia
$50K +$150 +1 +0.3%
MFA
724
McClarren Financial Advisors
Pennsylvania
$49K +$454 +3 +0.9%
BWS
725
BCR Wealth Strategies
Alabama
$49K +$49K +323 New
27 28
29
30 31