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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$329M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$269M
3
TC
Trust Company
Kansas
$38.8M
4
PAG
Private Advisor Group
New Jersey
$61.8M
5
AssetMark Inc
AssetMark Inc
California
$283M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
EC
Estate Counselors
Wisconsin
$1.79M
3
FIA
Foundations Investment Advisors
Arizona
$1.81M
4
BWL
Bogart Wealth LLC
Virginia
$26.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$6.38M +$161K +1,152 +3%
OWA
127
Octavia Wealth Advisors
Ohio
$6.34M +$500K +3,579 +9%
CAWM
128
Capital Advisors Wealth Management
Washington
$6.28M +$79.3K +568 +1%
CI
129
CX Institutional
Indiana
$6.28M -$617K -4,418 -9%
BSB
130
Bangor Savings Bank
Maine
$6.27M +$2.4M +17,171 +62%
DADC
131
D.A. Davidson & Co
Montana
$6.21M +$115K +821 +2%
CAG
132
Compass Advisory Group
New York
$6.2M +$154K +1,100 +3%
FPIS
133
Financial Planning & Information Services
Wisconsin
$6.12M +$181K +1,296 +3%
ACA
134
Atlas Capital Advisors
Wyoming
$6.08M +$107K +768 +2%
CAN
135
Cetera Advisor Networks
California
$6.08M -$86.8K -622 -1%
PAI
136
Pittenger & Anderson Inc
Nebraska
$5.99M +$4.33K +31 +0.1%
HI
137
Harbour Investments
Wisconsin
$5.98M -$2.09M -14,996 -26%
RC
138
Rovin Capital
Arizona
$5.97M -$26.9K -193 -0.4%
HA
139
HYA Advisors
Missouri
$5.87M -$568K -3,987 -9%
OWM
140
Opes Wealth Management
California
$5.76M +$73.4K +526 +1%
MFW
141
Mosaic Family Wealth
Missouri
$5.73M +$144K +1,034 +3%
IFA
142
Interactive Financial Advisors
Illinois
$5.71M -$179K -1,284 -3%
CWAG
143
Compton Wealth Advisory Group
Virginia
$5.66M +$144K +1,033 +3%
Vanguard Group
144
Vanguard Group
Pennsylvania
$5.48M +$5.48M +39,236 New
OWM
145
Orgel Wealth Management
Wisconsin
$5.36M +$2.39M +17,084 +80%
JFA
146
JNBA Financial Advisors
Minnesota
$5.3M +$86.4K +619 +2%
SWA
147
Stratos Wealth Advisors
Ohio
$5.3M +$580K +4,157 +12%
FUBT
148
First United Bank & Trust
Maryland
$5.3M -$5.86K -42 -0.1%
PWM
149
Provident Wealth Management
Tennessee
$5.3M +$637K +4,564 +14%
JFG
150
JMG Financial Group
Illinois
$5.24M -$5.7M -40,843 -52%
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