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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$329M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$269M
3
TC
Trust Company
Kansas
$38.8M
4
PAG
Private Advisor Group
New Jersey
$61.8M
5
AssetMark Inc
AssetMark Inc
California
$283M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
EC
Estate Counselors
Wisconsin
$1.79M
3
FIA
Foundations Investment Advisors
Arizona
$1.81M
4
BWL
Bogart Wealth LLC
Virginia
$26.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
51
Bragg Financial Advisors
North Carolina
$18.7M +$386K +2,762 +2%
SCA
52
Spearhead Capital Advisors
Florida
$18.7M +$262K +1,878 +1%
PWM
53
Praetorian Wealth Management
California
$18.7M +$78.7K +564 +0.4%
Prudential Financial
54
Prudential Financial
New Jersey
$18.3M -$332K -2,340 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$18M -$1.75M -12,171 -9%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$17.9M -$1M -7,163 -5%
FC
57
Forte Capital
New York
$17.8M -$293K -2,098 -2%
CA
58
Capital Advantage
California
$17.8M +$419 +3 +0%
MGIA
59
Moneta Group Investment Advisors
Missouri
$17.6M +$2.97M +21,249 +20%
PCG
60
Private Capital Group
Connecticut
$17.2M +$397K +2,841 +2%
WF
61
WoodTrust Financial
Wisconsin
$17M +$852K +6,102 +5%
RJA
62
Raymond James & Associates
Florida
$16.8M -$1.13M -8,098 -6%
EK
63
Evensky & Katz
Florida
$16.3M -$420K -3,005 -3%
EWA
64
EP Wealth Advisors
California
$15.5M +$4.47M +32,034 +41%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$15.3M +$935K +6,694 +7%
SI
66
Stephens Inc
Arkansas
$15.1M +$811K +5,809 +6%
RWG
67
Ratio Wealth Group
Colorado
$14.9M +$236K +1,689 +2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$14.9M +$375K +2,684 +3%
SFG
69
Sage Financial Group
Pennsylvania
$14.6M -$252K -1,807 -2%
SWM
70
Shakespeare Wealth Management
Wisconsin
$14.5M +$228K +1,613 +2%
LNB
71
Ledyard National Bank
$14.3M +$106K +762 +0.7%
WAM
72
WNY Asset Management
New York
$14.3M +$225K +1,610 +2%
FWP
73
Falcon Wealth Planning
California
$14.2M +$1.86M +13,311 +15%
William Blair & Company
74
William Blair & Company
Illinois
$13.5M +$382K +2,736 +3%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$13.5M +$1.01M +7,234 +8%
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