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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 %
TFP
751
Tilia Fiduciary Partners
North Carolina
$28K +$28K +189 New
SMA
752
Sage Mountain Advisors
Georgia
$27K +$153 +1 +0.6%
EWM
753
Evermay Wealth Management
Virginia
$26K – – –
MFA
754
Morling Financial Advisors
California
$26K +$26K +173 New
MIM
755
MTM Investment Management
South Carolina
$25K – – –
AIP
756
Ameritas Investment Partners
Nebraska
$25K +$149 +1 +0.6%
GWANC
757
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K +$23K +151 New
AIM
758
Anchor Investment Management
South Carolina
$22.6K – – –
APC
759
Aspire Private Capital
North Carolina
$21K – – –
WB
760
West Bancorporation
Iowa
$21K +$21K +138 New
RPCA
761
Running Point Capital Advisors
California
$21K +$21K +139 New
CA
762
CoreCap Advisors
Michigan
$20K +$20K +131 New
M1FG
763
Mach-1 Financial Group
Arkansas
$20K +$20K +137 New
GTAM
764
Global Trust Asset Management
Florida
$19K – – –
AF
765
Affiance Financial
Minnesota
$18K – – –
BA
766
Bellwether Advisors
Nebraska
$18K – – –
BFC
767
Bedel Financial Consulting
Indiana
$18K +$5.75K +38 +47%
SFC
768
SYM Financial Corp
Indiana
$17K – – –
VRM
769
Vectors Research Management
New York
$17K – – –
CWA
770
Carolina Wealth Advisors
South Carolina
$17K +$149 +1 +0.9%
CAL
771
Capital Analysts LLC
Pennsylvania
$16K +$150 +1 +0.9%
FRA
772
Front Row Advisors
California
$15K – – –
FFWM
773
Future Financial Wealth Management
Ohio
$15K +$15K +100 New
National Bank of Canada
774
National Bank of Canada
Quebec, Canada
$14K +$14K +90 New
AWA
775
Aquire Wealth Advisors
Utah
$14K +$14K +91 New
29 30
31
32 33