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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 %
MGIA
51
Moneta Group Investment Advisors
Missouri
$21.6M +$2.63M +17,468 +14%
EWA
52
EP Wealth Advisors
California
$21.6M +$4.94M +32,836 +30%
SP
53
Symmetry Partners
Connecticut
$21.3M +$216K +1,434 +1%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$21.1M +$7.77M +1,979 +58%
PWM
55
Praetorian Wealth Management
California
$20.8M +$678K +4,512 +3%
KL
56
KWMG LLC
Kansas
$20.8M +$404K +2,689 +2%
SCA
57
Spearhead Capital Advisors
Florida
$20.3M +$99.8K +664 +0.5%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$19.6M +$290K +1,932 +2%
CA
59
Capital Advantage
California
$19.5M +$370K +2,467 +2%
WF
60
WoodTrust Financial
Wisconsin
$19.4M +$1.11M +7,401 +6%
SI
61
Stephens Inc
Arkansas
$18.9M +$2.67M +17,747 +16%
BFA
62
Bragg Financial Advisors
North Carolina
$18.7M – – –
PCG
63
Private Capital Group
Connecticut
$18.7M +$245K +1,628 +1%
FC
64
Forte Capital
New York
$18.7M -$521K -3,469 -3%
Prudential Financial
65
Prudential Financial
New Jersey
$18.5M +$8.58M +112,242 +87%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$17.6M +$1.16M +7,687 +7%
EK
67
Evensky & Katz
Florida
$17.1M -$366K -2,434 -2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$17.1M +$1.07M +7,133 +7%
KAS
69
Kestra Advisory Services
Texas
$16.7M -$5.33M -35,452 -24%
FWP
70
Falcon Wealth Planning
California
$16.5M +$1.17M +7,750 +8%
RWG
71
Ratio Wealth Group
Colorado
$16.4M +$362K +2,410 +2%
SWM
72
Shakespeare Wealth Management
Wisconsin
$16.3M +$861K +5,728 +6%
WAM
73
WNY Asset Management
New York
$15.8M +$353K +2,347 +2%
LNB
74
Ledyard National Bank
$15.6M +$182K +1,208 +1%
SFG
75
Sage Financial Group
Pennsylvania
$15.6M -$134K -891 -0.9%
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