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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 %
FFG
826
Ford Financial Group
California
$501 +$11 +71 +2%
BBHC
827
Brown Brothers Harriman & Co
New York
$328 +$69 +460 +27%
CP
828
Castleview Partners
Texas
$54 +$54 +8,117 New
FGAM
829
Financial Gravity Asset Management
Texas
$33 -$3 -19 -8%
IFA
830
Interactive Financial Advisors
Illinois
– -$5.71M -40,905 Closed
Vanguard Group
831
Vanguard Group
Pennsylvania
– -$5.48M -39,236 Closed
FTUS
832
Flow Traders U.S.
New York
– -$1.85M -13,236 Closed
EC
833
Estate Counselors
Wisconsin
– -$1.79M -12,800 Closed
CCWA
834
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$644K -4,614 Closed
STA
835
Summit Trail Advisors
New York
– -$569K -4,079 Closed
Principal Financial Group
836
Principal Financial Group
Iowa
– -$512K -3,667 Closed
CA
837
Calton & Associates
Florida
– -$498K -3,567 Closed
W
838
WealthOne
New York
– -$427K -3,061 Closed
SIM
839
Stratos Investment Management
Ohio
– -$393K -2,816 Closed
GRP
840
Global Retirement Partners
California
– -$305K -2,182 Closed
MA
841
MCF Advisors
Kentucky
– -$253K -1,816 Closed
G
842
GenTrust
Florida
– -$217K -1,553 Closed
SL
843
SWMG LLC
Texas
– -$208K -1,493 Closed
RCA
844
Ranch Capital Advisors
Florida
– -$165K -1,180 Closed
JGIA
845
Jackson Grant Investment Advisers
Connecticut
– -$136K -976 Closed
PMFA
846
Plante Moran Financial Advisors
Michigan
– -$117K -835 Closed
FA
847
Flagstar Advisors
New York
– -$73K -520 Closed
GKWIM
848
Gerber Kawasaki Wealth & Investment Management
California
– -$60K -433 Closed
CPWM
849
Cypress Point Wealth Management
Texas
– -$56K -400 Closed
KIG
850
Kowal Investment Group
Wisconsin
– -$51K -364 Closed
31 32 33
34
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