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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
$397M
2
PPW
Parcion Private Wealth
Washington
$42.8M
3
Bank of America
Bank of America
North Carolina
$389M
4
AssetMark Inc
AssetMark Inc
California
$330M
5
CG
Colony Group
Massachusetts
$43.2M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$331M
2
PAG
Private Advisor Group
New Jersey
$40.8M
3
BCM
Brookstone Capital Management
Illinois
$46.6M
4
CAG
Compass Advisory Group
New York
$540K
5
IFA
Interactive Financial Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
76
World Investment Advisors
California
$15.6M +$14.3M +96,592 +1,166%
ML
77
McAdam LLC
Pennsylvania
$15.5M +$3.39M +22,581 +28%
William Blair & Company
78
William Blair & Company
Illinois
$15.4M +$871K +5,791 +6%
CAP
79
Columbia Advisory Partners
Washington
$15.3M +$15.3M +102,048 New
EI
80
Ellevest Inc
New York
$13.6M +$596K +4,000 +5%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$13.6M -$571K -3,801 -4%
OWM
82
Orgel Wealth Management
Wisconsin
$13.3M +$7.51M +49,926 +130%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$13.1M -$1.43M -9,519 -10%
NA
84
NewEdge Advisors
Louisiana
$12.9M +$5M +33,244 +63%
LIM
85
Leavell Investment Management
Alabama
$12.8M +$1.29M +8,580 +11%
SFG
86
SNS Financial Group
Minnesota
$12.8M +$562K +3,739 +5%
AF
87
Allworth Financial
California
$12.1M +$403K +2,683 +3%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$12.1M +$1.67M +11,079 +16%
WTA
89
Washington Trust Advisors
Massachusetts
$11.9M +$11.9M +79,047 New
SWM
90
Southern Wealth Management
Texas
$11.5M -$691K -4,597 -6%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$11.1M +$229K +1,551 +2%
BPA
92
Beacon Pointe Advisors
California
$11M -$1.58M -10,508 -13%
AA
93
Aire Advisors
California
$10.9M +$10.9M +72,624 New
TM
94
Titan Managers
Arizona
$10.7M -$399K -2,655 -4%
AMG
95
Asset Management Group
Connecticut
$10.6M -$317K -2,106 -3%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$10.4M +$930K +6,186 +10%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$10.3M +$91.6K +609 +0.9%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$10.2M +$1.66M +11,033 +19%
AWM
99
AE Wealth Management
Kansas
$9.98M +$805K +5,354 +9%
CB
100
Commerce Bank
Missouri
$9.91M +$2.51M +16,689 +34%
2 3
4
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