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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 %
RIA
176
Regal Investment Advisors
Michigan
$4.92M +$155K +1,030 +3%
WP
177
WealthShield Partners
North Carolina
$4.88M +$3.2M +21,272 +191%
BI
178
Berkeley Inc
Idaho
$4.84M +$81.5K +542 +2%
FAIM
179
Financial Advocates Investment Management
Washington
$4.78M +$625K +4,101 +15%
SCM
180
SOL Capital Management
Maryland
$4.77M +$153K +1,015 +3%
ZC
181
Zeit Capital
Colorado
$4.76M +$20.6K +137 +0.4%
JFA
182
Johanson Financial Advisors
California
$4.67M +$271K +1,802 +6%
TC
183
Tacita Capital
Ontario, Canada
$4.63M -$67.6K -450 -1%
HF
184
HRT Financial
New York
$4.59M +$4.59M +30,522 New
CIAS
185
CBIZ Investment Advisory Services
Ohio
$4.56M +$4.56M +30,352 New
RWA
186
Redhawk Wealth Advisors
Minnesota
$4.55M +$7.97K +53 +0.2%
SWA
187
SOA Wealth Advisors
New York
$4.53M +$425K +2,833 +10%
SIA
188
Strategic Investment Advisors
Michigan
$4.52M +$70.3K +468 +2%
IHWM
189
Iron Horse Wealth Management
Iowa
$4.52M +$228K +1,515 +5%
RC
190
Rovin Capital
Arizona
$4.43M -$1.99M -13,259 -31%
PFA
191
Paradigm Financial Advisors
Missouri
$4.29M -$161K -1,074 -4%
HIA
192
Harbor Investment Advisory
Maryland
$4.2M +$505K +3,356 +14%
TC
193
Tenret Company
Florida
$4.18M -$7.22K -48 -0.2%
SFO
194
Stokes Family Office
Louisiana
$4.17M -$2.11K -14 -0.1%
OFP
195
OLIO Financial Planning
Virginia
$4.1M +$4.1M +27,273 New
CWM
196
Chicago Wealth Management
Illinois
$4.05M +$14.3K +95 +0.4%
PMG
197
ProVise Management Group
Florida
$4.04M +$513K +3,415 +15%
GP
198
Girard Partners
Pennsylvania
$3.98M -$2.1K -14 -0.1%
IFS
199
Ifrah Financial Services
Arkansas
$3.97M -$9.62K -64 -0.2%
Goldman Sachs
200
Goldman Sachs
New York
$3.95M -$3.07M -20,426 -44%
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