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

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
3
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
4
Creative Planning
Kansas
$45.3M
5
TF
5
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
101
Miracle Mile Advisors
California
$8.42M -$34.1K -243 -0.4%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$8.37M +$262K +1,865 +3%
LFS
103
Lutz Financial Services
Nebraska
$8.24M -$461K -3,283 -5%
CPIG
104
Chicago Partners Investment Group
Illinois
$8.24M +$10.1K +72 +0.1%
WFA
105
Wellspring Financial Advisors
Ohio
$8.18M +$6.24M +44,428 +322%
HI
106
Harbour Investments
Wisconsin
$8.12M +$333K +2,373 +4%
DC
107
Davenport & Co
Virginia
$7.8M +$1.25M +8,897 +19%
DWA
108
Dougherty Wealth Advisers
Minnesota
$7.66M -$189K -1,348 -2%
AFS
109
Annapolis Financial Services
Maryland
$7.66M -$25.7K -183 -0.3%
EWA
110
Exencial Wealth Advisors
Oklahoma
$7.55M -$297K -2,112 -4%
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$7.49M +$193K +1,374 +3%
TYCC
112
Texas Yale Capital Corp
Florida
$7.45M +$281 +2 +0%
ONB
113
Old National Bancorp
Indiana
$7.42M +$815K +5,799 +12%
FFG
114
Fullen Financial Group
Ohio
$7.32M +$111K +791 +2%
BWM
115
Brickley Wealth Management
California
$7.08M -$33K -235 -0.5%
CI
116
CX Institutional
Indiana
$6.94M -$2.4M -17,104 -26%
GB
117
Goepper Burkhardt
South Carolina
$6.85M +$351K +2,499 +5%
BCA
118
Biltmore Capital Advisors
New Jersey
$6.76M -$154K -1,097 -2%
APA
119
American Portfolios Advisors
New York
$6.75M +$218K +1,554 +3%
WIC
120
Whitegate Investment Counselors
New Hampshire
$6.68M +$133K +949 +2%
PP
121
Prosperity Planning
Missouri
$6.56M +$375K +2,671 +6%
HA
122
HYA Advisors
Missouri
$6.34M +$734K +5,227 +13%
Northern Trust
123
Northern Trust
Illinois
$6.3M -$520K -3,700 -8%
UB
124
UMB Bank
Missouri
$6.26M +$30.5K +217 +0.5%
AAP
125
Arax Advisory Partners
Colorado
$6.26M +$6.26M +44,518 New
3 4
5
6 7