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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

708 hedge funds and large institutions have $8.54B invested in Vanguard Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 333 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.43%
Holding in Top 10
44
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.52%
% of All Funds
0.77%
New
48
Increased
333
Reduced
185
Closed
42
Calls
$4.27M
Puts
$1.68M
Net Calls
+$2.6M
Net Calls Change
+$519K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$329M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$269M
3
TC
Trust Company
Kansas
$38.8M
4
PAG
Private Advisor Group
New Jersey
$61.8M
5
AssetMark Inc
AssetMark Inc
California
$283M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
EC
Estate Counselors
Wisconsin
$1.79M
3
FIA
Foundations Investment Advisors
Arizona
$1.81M
4
BWL
Bogart Wealth LLC
Virginia
$26.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
201
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.64M +$2.79K +20 +0.1%
Comerica Bank
202
Comerica Bank
Texas
$2.63M +$1.33M +9,214 +103%
WDL
203
Well Done LLC
Michigan
$2.61M -$95.1K -681 -4%
NFG
204
Next Financial Group
Texas
$2.55M +$606K +4,338 +31%
SF
205
Synovus Financial
Georgia
$2.55M -$34.3K -246 -1%
MWM
206
Maltin Wealth Management
New Jersey
$2.54M +$86.7K +621 +4%
MRC
207
Millburn Ridgefield Corp
New York
$2.44M +$9.91K +71 +0.4%
SW
208
SkyOak Wealth
Michigan
$2.44M +$37.3K +267 +2%
VIA
209
Vickerman Investment Advisors
Washington
$2.43M +$2.43M +17,393 New
TNBTD
210
Trustmark National Bank Trust Department
Mississippi
$2.4M +$13.8K +99 +0.6%
BJL
211
Brighton Jones LLC
Washington
$2.4M +$13.1K +94 +0.5%
AOWM
212
Alpha Omega Wealth Management
Virginia
$2.39M +$146K +1,045 +7%
AWM
213
Accel Wealth Management
Iowa
$2.33M +$139K +999 +6%
SFP
214
Sterling Financial Planning
New Jersey
$2.33M +$48.9K +350 +2%
SCA
215
Stillwater Capital Advisors
Pennsylvania
$2.32M +$2.32M +16,650 New
TRCT
216
Tower Research Capital (TRC)
New York
$2.31M -$413K -2,959 -15%
TWP
217
Tempus Wealth Planning
California
$2.29M +$366K +2,621 +19%
PP
218
Prudential plc
United Kingdom
$2.29M +$105K +753 +5%
BC
219
Burleson & Co
California
$2.23M -$1.89M -13,541 -46%
PFM
220
Phillips Financial Management
Indiana
$2.21M -$58.8K -421 -3%
EF
221
Empirical Finance
Pennsylvania
$2.19M – – –
1WA
222
180 Wealth Advisors
Washington
$2.17M +$56.6K +389 +3%
EFG
223
Everhart Financial Group
Ohio
$2.1M +$129K +926 +7%
BRWA
224
B. Riley Wealth Advisors
Florida
$2.07M +$21.4K +153 +1%
BOH
225
Bank of Hawaii
Hawaii
$2.05M -$7.4K -53 -0.4%
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