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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

717 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 326 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+21
Holders Change %
+3.02%
% of All Funds
12.52%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.94%
New
75
Increased
326
Reduced
186
Closed
39
Calls
$2.98M
Puts
$900K
Net Calls
+$2.08M
Net Calls Change
-$2.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M
2
BCM
Brookstone Capital Management
Illinois
$52.2M
3
Betterment LLC
Betterment LLC
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$280M
5
Bank of America
Bank of America
North Carolina
$331M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
Creative Planning
Kansas
$45.3M
5
TF
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$13.2M +$229K +1,629 +2%
TWP
77
Total Wealth Planning
Ohio
$12.6M +$163K +1,162 +1%
FC
78
Ferris Capital
Massachusetts
$12.6M +$12.6M +89,990 New
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$12.5M +$372K +2,650 +3%
FWP
80
Falcon Wealth Planning
California
$12.4M +$550K +3,911 +5%
DC
81
Derby & Company
Massachusetts
$12.3M +$144K +1,024 +1%
SWM
82
Southern Wealth Management
Texas
$11.7M +$1.76M +12,343 +18%
EI
83
Ellevest Inc
New York
$11.3M +$847K +6,036 +8%
SFG
84
SNS Financial Group
Minnesota
$11.2M -$11.7K -83 -0.1%
EWA
85
EP Wealth Advisors
California
$11.1M +$7.28M +51,782 +191%
JFG
86
JMG Financial Group
Illinois
$11M +$5.55M +39,533 +102%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$11M +$3.98M +28,357 +57%
Mariner
88
Mariner
Kansas
$10.6M +$258K +1,834 +2%
AMG
89
Asset Management Group
Connecticut
$10.6M -$71.9K -512 -0.7%
TM
90
Titan Managers
Arizona
$10.1M – – –
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$9.89M +$234K +1,667 +2%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$9.71M +$769K +5,476 +9%
ML
93
McAdam LLC
Pennsylvania
$9.68M +$3.84M +27,080 +66%
CWM
94
Cranbrook Wealth Management
Michigan
$9.34M -$472K -3,357 -5%
MIS
95
Morningstar Investment Services
Illinois
$9.21M -$32.2M -229,110 -78%
AA
96
Alesco Advisors
New York
$9.21M -$293K -2,084 -3%
LIM
97
Leavell Investment Management
Alabama
$9.11M – – –
AF
98
Allworth Financial
California
$8.94M +$94.3K +671 +1%
HCMT
99
Highland Capital Management (Tennessee)
Tennessee
$8.64M -$1.24M -8,839 -13%
AWM
100
AE Wealth Management
Kansas
$8.61M +$1.05M +7,501 +14%
2 3
4
5 6