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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 %
MRC
201
Millburn Ridgefield Corp
New York
$2.34M -$1.52M -11,290 -39%
VFA
202
Voya Financial Advisors
Connecticut
$2.32M -$70.7K -521 -3%
BJL
203
Brighton Jones LLC
Washington
$2.29M +$4.18K +31 +0.2%
PWM
204
Provident Wealth Management
Tennessee
$2.27M -$90.4K -670 -4%
Boston Partners
205
Boston Partners
Massachusetts
$2.24M +$674K +5,000 +43%
VWM
206
Valley Wealth Managers
New Jersey
$2.23M +$244K +1,807 +12%
MWM
207
Maltin Wealth Management
New Jersey
$2.22M +$94K +697 +4%
BDF
208
Black Diamond Financial
Maryland
$2.21M -$60.6K -449 -3%
PFM
209
Phillips Financial Management
Indiana
$2.19M -$185K -1,368 -8%
AB
210
Atlas Brown
Kentucky
$2.17M +$3.1K +23 +0.1%
SFP
211
Sterling Financial Planning
New Jersey
$2.17M +$160K +1,183 +8%
CWM
212
Chicago Wealth Management
Illinois
$2.1M +$2.1M +15,563 New
MD
213
Money Design
Japan
$2.1M +$2.1M +15,546 New
NFG
214
Next Financial Group
Texas
$2.1M -$827K -6,134 -28%
OMC
215
Old Mission Capital
Illinois
$2.09M +$2.09M +15,511 New
SW
216
SkyOak Wealth
Michigan
$2.06M +$61K +434 +3%
BOH
217
Bank of Hawaii
Hawaii
$2.06M -$267K -1,979 -11%
1WA
218
180 Wealth Advisors
Washington
$2.06M +$33.6K +236 +2%
EA
219
Eclectic Associates
California
$2.05M -$39.9K -296 -2%
WANY
220
Wealthspire Advisors (New York)
New York
$2.02M +$1.39M +10,285 +220%
AOWM
221
Alpha Omega Wealth Management
Virginia
$2M +$233K +1,725 +13%
MW
222
Marcum Wealth
Ohio
$1.97M -$260K -1,926 -12%
TWP
223
Tempus Wealth Planning
California
$1.95M +$1.95M +14,477 New
CF
224
Centaurus Financial
California
$1.93M -$345K -2,554 -15%
EF
225
Empirical Finance
Pennsylvania
$1.91M – – –
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