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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
$1.31B
2
UBS Group
UBS Group
Switzerland
$244M
3
BWL
Bogart Wealth LLC
Virginia
$44.3M
4
Prudential Financial
Prudential Financial
New Jersey
$25M
5
Ameriprise
Ameriprise
Minnesota
$133M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$3.5M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$84.7M
3
TF
TIAA FSB
Florida
$339M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.4M
5
KAS
Kestra Advisory Services
Texas
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
51
Forte Capital
New York
$18.1M -$87.8K -651 -0.5%
BFA
52
Bragg Financial Advisors
North Carolina
$17.9M +$92.5K +686 +0.5%
SCA
53
Spearhead Capital Advisors
Florida
$17.8M +$133K +985 +0.8%
CA
54
Capital Advantage
California
$17.1M +$219K +1,627 +1%
EK
55
Evensky & Katz
Florida
$16.8M -$368K -2,730 -2%
KL
56
KWMG LLC
Kansas
$16.8M +$12.3K +91 +0.1%
PWM
57
Praetorian Wealth Management
California
$16.6M +$772K +5,723 +5%
PCG
58
Private Capital Group
Connecticut
$16.5M -$7.58M -56,199 -31%
KAS
59
Kestra Advisory Services
Texas
$16.4M -$10.5M -77,700 -39%
A
60
AdvicePeriod
California
$15.9M -$767K -5,689 -5%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$15.9M +$1.81M +13,425 +13%
CG
62
Colony Group
Massachusetts
$15.9M +$269K +1,992 +2%
WF
63
WoodTrust Financial
Wisconsin
$15.7M +$80.1K +594 +0.5%
RJA
64
Raymond James & Associates
Florida
$15.7M -$2.2M -16,298 -12%
SFG
65
Sage Financial Group
Pennsylvania
$14.5M -$882K -6,542 -6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$14.3M +$13.8M +102,089 +2,661%
SWM
67
Shakespeare Wealth Management
Wisconsin
$14.2M -$268K -1,986 -2%
MGIA
68
Moneta Group Investment Advisors
Missouri
$13.5M +$1.59M +11,789 +13%
LNB
69
Ledyard National Bank
$13.4M +$3.58M +26,580 +37%
RWG
70
Ratio Wealth Group
Colorado
$13.2M +$1.29M +9,547 +11%
William Blair & Company
71
William Blair & Company
Illinois
$12.5M +$1.43M +10,592 +13%
TWP
72
Total Wealth Planning
Ohio
$12M +$467K +3,463 +4%
DC
73
Derby & Company
Massachusetts
$11.7M +$283K +2,102 +2%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$11.7M -$8.63M -63,958 -43%
FWP
75
Falcon Wealth Planning
California
$11.4M +$567K +4,201 +5%
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3
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