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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

696 hedge funds and large institutions have $8.28B invested in Vanguard Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 316 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+46
Holders Change %
+7.08%
% of All Funds
12.26%
Holding in Top 10
47
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.03%
% of All Funds
0.83%
New
86
Increased
316
Reduced
187
Closed
37
Calls
$5.48M
Puts
$997K
Net Calls
+$4.48M
Net Calls Change
+$3.44M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$63M
2
UBS Group
UBS Group
Switzerland
+$50.4M
3
BWL
Bogart Wealth LLC
Virginia
+$29.3M
4
Prudential Financial
Prudential Financial
New Jersey
+$24.3M
5
Ameriprise
Ameriprise
Minnesota
+$22.8M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$28.4M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$19.6M
3
TF
TIAA FSB
Florida
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.5M
5
KAS
Kestra Advisory Services
Texas
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
176
Burleson & Co
California
$3.3M -$1.08M -8,025 -25%
NNP
177
Nachman Norwood & Parrott
South Carolina
$3.21M -$15.4K -114 -0.5%
CWM
178
Capital Wealth Management
Rhode Island
$3.2M +$863K +6,402 +37%
FAIM
179
Financial Advocates Investment Management
Washington
$3.19M +$442K +3,278 +16%
Citigroup
180
Citigroup
New York
$3.18M +$177K +1,312 +6%
SFM
181
Signet Financial Management
New Jersey
$3.16M -$413K -3,059 -12%
CAN
182
Cetera Advisor Networks
California
$3.15M +$401K +2,975 +15%
FCI
183
Financial Counselors Inc
Kansas
$3.12M -$72.8K -540 -2%
MAFM
184
Mid Atlantic Financial Management
Pennsylvania
$3.08M -$3.37K -25 -0.1%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$3.06M – – –
HB
186
Homrich & Berg
Georgia
$3.01M +$33.3K +247 +1%
BMCM
187
Bryn Mawr Capital Management
Pennsylvania
$2.93M +$1M +7,437 +52%
TPCW
188
TD Private Client Wealth
New York
$2.9M -$58.7K -435 -2%
Goldman Sachs
189
Goldman Sachs
New York
$2.87M -$1.82M -13,463 -39%
RIA
190
Regal Investment Advisors
Michigan
$2.78M -$1.56M -11,594 -36%
UCFA
191
United Capital Financial Advisors
Texas
$2.77M +$200K +1,484 +8%
PAS
192
Park Avenue Securities
New York
$2.66M +$410K +3,037 +18%
DE
193
Day & Ennis
Georgia
$2.65M -$19.2K -142 -0.7%
WDL
194
Well Done LLC
Michigan
$2.61M -$318K -2,355 -11%
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.57M -$65.4K -485 -2%
WLIM
196
White Lighthouse Investment Management
Massachusetts
$2.55M -$217K -1,610 -8%
TCWA
197
Ten Capital Wealth Advisors
Washington
$2.47M +$26.4K +196 +1%
SWA
198
SOA Wealth Advisors
New York
$2.43M +$16K +119 +0.7%
CS
199
Comerica Securities
Michigan
$2.42M +$122K +906 +5%
VA
200
Valmark Advisers
Ohio
$2.4M +$574K +4,254 +31%
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