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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 %
OWM
151
Opes Wealth Management
California
$6.29M +$94K +625 +2%
JFA
152
JNBA Financial Advisors
Minnesota
$6.04M +$333K +2,217 +6%
MFW
153
Mosaic Family Wealth
Missouri
$6.01M -$158K -1,049 -3%
RFA
154
RTD Financial Advisors
Pennsylvania
$5.8M +$5.8M +38,568 New
HA
155
HYA Advisors
Missouri
$5.78M -$407K -2,706 -7%
WAM
156
Weinberger Asset Management
California
$5.76M +$5.76M +38,317 New
Bank of New York Mellon
157
Bank of New York Mellon
New York
$5.72M +$105K +699 +2%
NC
158
NovaPoint Capital
Georgia
$5.64M -$1.55M -10,312 -22%
JFG
159
JMG Financial Group
Illinois
$5.6M -$46.4K -309 -0.8%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$5.59M +$436K +2,897 +8%
FHA
161
First Horizon Advisors
Tennessee
$5.54M +$145K +963 +3%
AAP
162
Arax Advisory Partners
Colorado
$5.52M +$2.45M +16,324 +80%
FWP
163
FAS Wealth Partners
Kansas
$5.51M -$28.9K -192 -0.5%
FUBT
164
First United Bank & Trust
Maryland
$5.48M -$228K -1,520 -4%
TFCP
165
Twin Focus Capital Partners
Massachusetts
$5.43M +$1.27M +8,421 +30%
MCM
166
Manchester Capital Management
Vermont
$5.4M -$9.17K -61 -0.2%
VWA
167
Visionary Wealth Advisors
Illinois
$5.39M +$5.39M +35,881 New
SWIM
168
Smallwood Wealth Investment Management
New Jersey
$5.39M +$5.39M +35,865 New
IFPL
169
Investments & Financial Planning LLC
Kentucky
$5.38M +$5.38M +36,247 New
PFA
170
Pure Financial Advisors
California
$5.27M -$29.6K -197 -0.6%
TWP
171
Total Wealth Planning
Ohio
$5.21M -$5.14M -47,616 -50%
ATPW
172
Ashton Thomas Private Wealth
Arizona
$5.18M +$567K +3,771 +12%
SPIA
173
Steward Partners Investment Advisory
New York
$5.03M -$20.1K -134 -0.4%
SPC
174
Sigma Planning Corp
Michigan
$5.03M +$138K +917 +3%
EWA
175
EverSource Wealth Advisors
Alabama
$4.99M +$4.99M +33,210 New
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