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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
+$42.8M
2
PPW
Parcion Private Wealth
Washington
+$42.8M
3
Bank of America
Bank of America
North Carolina
+$28M
4
AssetMark Inc
AssetMark Inc
California
+$24.7M
5
CG
Colony Group
Massachusetts
+$22.5M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$68M
2
PAG
Private Advisor Group
New Jersey
-$25.7M
3
BCM
Brookstone Capital Management
Illinois
-$8.55M
4
CAG
Compass Advisory Group
New York
-$6.13M
5
IFA
Interactive Financial Advisors
Illinois
-$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
Exencial Wealth Advisors
Oklahoma
$7.96M +$7.96M +52,925 New
BSB
127
Bangor Savings Bank
Maine
$7.95M +$1.2M +7,964 +18%
AFS
128
Annapolis Financial Services
Maryland
$7.93M -$84.3K -561 -1%
PP
129
Prosperity Planning
Missouri
$7.85M +$586K +3,895 +8%
APP
130
Avantax Planning Partners
Iowa
$7.78M +$86K +572 +1%
GB
131
Goepper Burkhardt
South Carolina
$7.76M +$370K +2,462 +5%
Northern Trust
132
Northern Trust
Illinois
$7.49M +$158K +1,051 +2%
SWA
133
Stratos Wealth Advisors
Ohio
$7.38M +$1.67M +11,124 +29%
BWM
134
Brickley Wealth Management
California
$7.34M -$241K -1,603 -3%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$7.09M +$7.09M +47,189 New
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$7.05M +$131K +869 +2%
UB
137
UMB Bank
Missouri
$6.94M +$71.3K +474 +1%
CAN
138
Cetera Advisor Networks
California
$6.8M +$254K +1,688 +4%
DADC
139
D.A. Davidson & Co
Montana
$6.8M +$115K +762 +2%
WIC
140
Whitegate Investment Counselors
New Hampshire
$6.72M -$461K -3,068 -6%
CWAG
141
Compton Wealth Advisory Group
Virginia
$6.72M +$624K +4,154 +10%
TMWM
142
Taylor & Morgan Wealth Management
Michigan
$6.65M +$6.65M +44,254 New
CSPAM
143
Cary Street Partners Asset Management
Virginia
$6.62M +$6.62M +44,062 New
ACA
144
Atlas Capital Advisors
Wyoming
$6.56M +$14.1K +94 +0.2%
WFM
145
Wolff Financial Management
Michigan
$6.5M +$6.5M +43,219 New
FPIS
146
Financial Planning & Information Services
Wisconsin
$6.48M -$101K -672 -2%
CAWM
147
Capital Advisors Wealth Management
Washington
$6.45M -$315K -2,097 -5%
PAI
148
Pittenger & Anderson Inc
Nebraska
$6.45M -$902 -6 -0%
SC
149
Sepio Capital
Utah
$6.4M +$4.51M +29,975 +238%
PWM
150
Provident Wealth Management
Tennessee
$6.3M +$594K +3,948 +10%
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