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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

696 hedge funds and large institutions have $8.28B invested in Vanguard Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 316 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+46
Holders Change %
+7.08%
% of All Funds
12.26%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.83%
New
86
Increased
316
Reduced
187
Closed
37
Calls
$5.48M
Puts
$997K
Net Calls
+$4.48M
Net Calls Change
+$3.44M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$63M
2
UBS Group
UBS Group
Switzerland
+$50.4M
3
BWL
Bogart Wealth LLC
Virginia
+$29.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$24.3M
5
Ameriprise
Ameriprise
Minnesota
+$22.8M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$28.4M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$19.6M
3
TF
TIAA FSB
Florida
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.5M
5
KAS
Kestra Advisory Services
Texas
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
126
Opes Wealth Management
California
$5.58M +$1.23M +9,141 +28%
CSPAM
127
Cary Street Partners Asset Management
Virginia
$5.55M +$1.31M +23,774 +31%
ML
128
McAdam LLC
Pennsylvania
$5.55M +$2.56M +18,954 +85%
NA
129
NewEdge Advisors
Louisiana
$5.53M +$580K +4,299 +12%
HA
130
HYA Advisors
Missouri
$5.38M +$515K +3,821 +11%
HF
131
HRT Financial
New York
$5.26M +$5.26M +38,977 New
JFG
132
JMG Financial Group
Illinois
$5.24M +$766K +5,682 +17%
CB
133
Commerce Bank
Missouri
$5.17M +$73.5K +545 +1%
SPIA
134
Steward Partners Investment Advisory
New York
$5.16M +$1.99M +14,768 +63%
CAG
135
Compass Advisory Group
New York
$5.14M +$1.28M +9,460 +33%
MFW
136
Mosaic Family Wealth
Missouri
$5.14M -$262K -1,942 -5%
ACA
137
Atlas Capital Advisors
Wyoming
$5.12M +$210K +1,559 +4%
JFA
138
JNBA Financial Advisors
Minnesota
$5.04M -$944 -7 -0%
FWP
139
FAS Wealth Partners
Kansas
$4.99M -$8.09K -60 -0.2%
PFA
140
Pure Financial Advisors
California
$4.96M -$363K -2,694 -7%
OWA
141
Octavia Wealth Advisors
Ohio
$4.95M +$2.69M +19,925 +119%
MCM
142
Manchester Capital Management
Vermont
$4.85M +$416K +3,081 +9%
FUBT
143
First United Bank & Trust
Maryland
$4.85M +$1.1M +8,143 +29%
PAI
144
Pittenger & Anderson Inc
Nebraska
$4.78M – – –
BF
145
BOK Financial
Oklahoma
$4.71M +$187K +1,389 +4%
TC
146
Tacita Capital
Ontario, Canada
$4.59M -$92.4K -685 -2%
CWAG
147
Compton Wealth Advisory Group
Virginia
$4.39M +$132K +980 +3%
SCM
148
SOL Capital Management
Maryland
$4.37M +$60.7K +450 +1%
OPWM
149
Oxinas Partners Wealth Management
Indiana
$4.32M +$4.32M +31,998 New
BI
150
Berkeley Inc
Idaho
$4.23M +$201K +1,492 +5%
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