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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 %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$5.22M +$28.6K +205 +0.6%
FWP
152
FAS Wealth Partners
Kansas
$5.14M +$75.4K +540 +1%
MCM
153
Manchester Capital Management
Vermont
$5.02M – – –
FHA
154
First Horizon Advisors
Tennessee
$5.01M +$111K +797 +2%
PFA
155
Pure Financial Advisors
California
$4.92M -$63.1K -452 -1%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$4.78M +$3.44M +24,625 +255%
SPIA
157
Steward Partners Investment Advisory
New York
$4.69M +$1.1M +7,850 +31%
SPC
158
Sigma Planning Corp
Michigan
$4.54M +$362K +2,592 +9%
BI
159
Berkeley Inc
Idaho
$4.42M +$18.6K +133 +0.4%
RIA
160
Regal Investment Advisors
Michigan
$4.42M +$251K +1,801 +6%
ZC
161
Zeit Capital
Colorado
$4.4M +$33.6K +241 +0.8%
TC
162
Tacita Capital
Ontario, Canada
$4.36M -$162K -1,160 -4%
AI
163
Atria Investments
North Carolina
$4.29M +$141K +1,007 +3%
ATPW
164
Ashton Thomas Private Wealth
Arizona
$4.29M +$73.4K +526 +2%
SCM
165
SOL Capital Management
Maryland
$4.29M -$244K -1,750 -5%
CIAS
166
CBIZ Investment Advisory Services
Ohio
$4.24M – – –
RWA
167
Redhawk Wealth Advisors
Minnesota
$4.22M +$31.7K +227 +0.8%
SB
168
Simmons Bank
Arkansas
$4.19M -$27.4K -196 -0.6%
PFA
169
Paradigm Financial Advisors
Missouri
$4.14M -$201K -1,439 -5%
SIA
170
Strategic Investment Advisors
Michigan
$4.13M +$126K +900 +3%
JFA
171
Johanson Financial Advisors
California
$4.09M +$187K +1,337 +5%
PBF
172
Petix & Botte Financial
California
$4.04M +$2.38M +17,105 +145%
BMCM
173
Bryn Mawr Capital Management
Pennsylvania
$4.01M +$211K +1,511 +6%
IHWM
174
Iron Horse Wealth Management
Iowa
$3.98M +$311K +2,228 +8%
TC
175
Tenret Company
Florida
$3.88M +$5.86K +42 +0.2%
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