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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

717 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 326 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+21
Holders Change %
+3.02%
% of All Funds
12.52%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.94%
New
75
Increased
326
Reduced
186
Closed
39
Calls
$2.98M
Puts
$900K
Net Calls
+$2.08M
Net Calls Change
-$2.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M
2
BCM
Brookstone Capital Management
Illinois
$52.2M
3
Betterment LLC
Betterment LLC
New York
$1.41B
4
UBS Group
UBS Group
Switzerland
$280M
5
Bank of America
Bank of America
North Carolina
$331M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
Creative Planning
Kansas
$45.3M
5
TF
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$3.06M – – –
MA
202
MUFG Americas
New York
$3.06M -$506K -3,604 -14%
CS
203
Comerica Securities
Michigan
$3.03M +$514K +3,658 +20%
Goldman Sachs
204
Goldman Sachs
New York
$3.02M +$32.5K +231 +1%
OWM
205
Orgel Wealth Management
Wisconsin
$2.99M +$2.99M +21,299 New
TPCW
206
TD Private Client Wealth
New York
$2.86M -$158K -1,121 -5%
TRCT
207
Tower Research Capital (TRC)
New York
$2.74M +$2.72M +19,369 +14,242%
WLIM
208
White Lighthouse Investment Management
Massachusetts
$2.73M +$80.5K +573 +3%
DE
209
Day & Ennis
Georgia
$2.73M -$36.5K -260 -1%
WDL
210
Well Done LLC
Michigan
$2.72M -$422 -3 -0%
SWA
211
SOA Wealth Advisors
New York
$2.68M +$149K +1,061 +6%
VWM
212
Valley Wealth Managers
New Jersey
$2.66M +$338K +2,404 +15%
APSP
213
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.65M -$24.2K -172 -0.9%
SF
214
Synovus Financial
Georgia
$2.59M +$2.31M +16,468 +813%
MWM
215
Maltin Wealth Management
New Jersey
$2.47M +$160K +1,140 +7%
MRC
216
Millburn Ridgefield Corp
New York
$2.45M +$11.9K +85 +0.5%
SW
217
SkyOak Wealth
Michigan
$2.42M +$352K +2,507 +17%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$2.41M +$2M +14,237 +494%
TCWA
219
Ten Capital Wealth Advisors
Washington
$2.4M -$170K -1,212 -7%
BJL
220
Brighton Jones LLC
Washington
$2.4M +$18.5K +132 +0.8%
SFP
221
Sterling Financial Planning
New Jersey
$2.3M +$37.9K +270 +2%
PFM
222
Phillips Financial Management
Indiana
$2.28M – – –
AOWM
223
Alpha Omega Wealth Management
Virginia
$2.26M +$170K +1,213 +8%
AWM
224
Accel Wealth Management
Iowa
$2.21M +$1.36M +9,692 +161%
EF
225
Empirical Finance
Pennsylvania
$2.21M -$46.4K -330 -2%
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