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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 %
RDIA
801
RE Dickinson Investment Advisors
Iowa
$6K +$6K +40 New
TC
802
Truvestments Capital
Florida
$6K +$6K +41 New
GWM
803
Guardian Wealth Management
Illinois
$6K +$6K +41 New
SIC
804
SJS Investment Consulting
Ohio
$6K +$6K +42 New
JMF
805
Johnson Midwest Financial
Iowa
$5K -$1.26M -8,339 -100%
MM
806
Main Management
California
$5K -$588 -4 -11%
LF
807
Lee Financial
Texas
$5K – – –
CAAS
808
Capital Asset Advisory Services
Michigan
$5K – – –
CWC
809
Carolinas Wealth Consulting
North Carolina
$5K – – –
TFM
810
TFC Financial Management
Massachusetts
$5K – – –
TAM
811
Townsend Asset Management
North Carolina
$5K – – –
JWM
812
Janiczek Wealth Management
Colorado
$4K – – –
LWANC
813
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
TCWM
814
Total Clarity Wealth Management
Illinois
$3K – – –
ARMC
815
American Research & Management Company
Massachusetts
$3K – – –
PP
816
PFS Partners
New Jersey
$2.29K +$2.29K +15 New
FF
817
FourThought Financial
Florida
$2K -$1.09K -6 -35%
PA
818
PSI Advisors
Florida
$2K – – –
ZIG
819
Zullo Investment Group
Pennsylvania
$2K +$2K +12 New
CWM
820
CarsonAllaria Wealth Management
Illinois
$2K +$2K +13 New
AIA
821
Arcadia Investment Advisors
Idaho
$1.65K – – –
BIM
822
Baldwin Investment Management
Pennsylvania
$1.4K +$1 +9 +0.1%
FHC
823
First Heartland Consultants
Missouri
$1.04K +$1.04K +6,901 New
HWM
824
Holloway Wealth Management
Florida
$1K -$1K – –
BHWM
825
Beaird Harris Wealth Management
Texas
$1K +$1K +8 New
31 32
33
34 35