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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 %
CAWM
126
Capital Advisors Wealth Management
Washington
$6.24M +$400K +2,845 +7%
FAT
127
First American Trust
California
$6.24M -$68.4K -487 -1%
CAN
128
Cetera Advisor Networks
California
$6.21M +$2.93M +20,829 +89%
NA
129
NewEdge Advisors
Louisiana
$6.13M +$375K +2,671 +7%
DADC
130
D.A. Davidson & Co
Montana
$6.13M +$134K +954 +2%
OMC
131
Old Mission Capital
Illinois
$6.11M +$3.93M +27,966 +180%
CAG
132
Compass Advisory Group
New York
$6.08M +$724K +5,154 +14%
RC
133
Rovin Capital
Arizona
$6.03M +$10.7K +76 +0.2%
PAI
134
Pittenger & Anderson Inc
Nebraska
$6.02M +$1.04M +7,437 +21%
ACA
135
Atlas Capital Advisors
Wyoming
$6.01M +$681K +4,846 +13%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$6M +$112K +799 +2%
AW
137
Avion Wealth
Texas
$5.99M +$5.32M +37,846 +796%
FPIS
138
Financial Planning & Information Services
Wisconsin
$5.97M -$145K -1,035 -2%
IFA
139
Interactive Financial Advisors
Illinois
$5.93M +$5.82M +41,401 +5,254%
PAS
140
Park Avenue Securities
New York
$5.93M +$3.16M +22,463 +114%
OWA
141
Octavia Wealth Advisors
Ohio
$5.87M +$720K +5,126 +14%
QAM
142
Q3 Asset Management
Michigan
$5.85M -$1.29M -9,211 -18%
CB
143
Commerce Bank
Missouri
$5.83M +$449K +3,195 +8%
OPWM
144
Oxinas Partners Wealth Management
Indiana
$5.74M +$1.24M +8,853 +28%
OWM
145
Opes Wealth Management
California
$5.72M -$87.4K -622 -2%
CSPAM
146
Cary Street Partners Asset Management
Virginia
$5.72M -$8.45M -60,138 -60%
MFW
147
Mosaic Family Wealth
Missouri
$5.62M +$264K +1,880 +5%
CWAG
148
Compton Wealth Advisory Group
Virginia
$5.55M +$970K +6,906 +21%
FUBT
149
First United Bank & Trust
Maryland
$5.34M +$283K +2,012 +6%
CCA
150
Checchi Capital Advisers
California
$5.26M +$867K +6,169 +20%
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