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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
1
Royal Bank of Canada
Ontario, Canada
$269M
2
BCM
2
Brookstone Capital Management
Illinois
$52.2M
3
Betterment LLC
3
Betterment LLC
New York
$1.41B
4
UBS Group
4
UBS Group
Switzerland
$280M
5
Bank of America
5
Bank of America
North Carolina
$331M

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
3
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
4
Creative Planning
Kansas
$45.3M
5
TF
5
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$18.7M +$1.71M +12,187 +10%
SCA
52
Spearhead Capital Advisors
Florida
$18.6M +$40.6K +289 +0.2%
Prudential Financial
53
Prudential Financial
New Jersey
$18.5M -$7.5M -53,405 -29%
BFA
54
Bragg Financial Advisors
North Carolina
$18.5M -$216K -1,539 -1%
FIA
55
Foundations Investment Advisors
Arizona
$18.3M -$1.39M -9,860 -7%
FC
56
Forte Capital
New York
$18.2M -$649K -4,619 -3%
RJA
57
Raymond James & Associates
Florida
$18.1M +$1.72M +12,240 +11%
KL
58
KWMG LLC
Kansas
$18M +$747K +5,386 +4%
CA
59
Capital Advantage
California
$17.9M +$124K +884 +0.7%
CG
60
Colony Group
Massachusetts
$17.1M +$568K +4,042 +3%
PCG
61
Private Capital Group
Connecticut
$16.9M -$299K -2,128 -2%
EK
62
Evensky & Katz
Florida
$16.8M -$733K -5,215 -4%
WF
63
WoodTrust Financial
Wisconsin
$16.2M -$135K -962 -0.8%
A
64
AdvicePeriod
California
$15.8M -$815K -5,799 -5%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$15.3M +$406K +2,888 +3%
SFG
66
Sage Financial Group
Pennsylvania
$14.9M -$169K -1,200 -1%
RWG
67
Ratio Wealth Group
Colorado
$14.8M +$1.07M +7,628 +8%
MGIA
68
Moneta Group Investment Advisors
Missouri
$14.8M +$701K +4,990 +5%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$14.6M +$4.26M +30,338 +41%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$14.5M -$2.11M -15,021 -13%
SWM
71
Shakespeare Wealth Management
Wisconsin
$14.4M -$631K -4,415 -4%
SI
72
Stephens Inc
Arkansas
$14.4M +$10.7M +76,028 +291%
LNB
73
Ledyard National Bank
$14.3M +$362K +2,579 +3%
WAM
74
WNY Asset Management
New York
$14.2M +$2.88M +20,518 +26%
BPA
75
Beacon Pointe Advisors
California
$13.3M +$12.6M +90,002 +1,863%
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