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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
$1.31B
2
UBS Group
UBS Group
Switzerland
$244M
3
BWL
Bogart Wealth LLC
Virginia
$44.3M
4
Prudential Financial
Prudential Financial
New Jersey
$25M
5
Ameriprise
Ameriprise
Minnesota
$133M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$3.5M
2
Natixis Advisors
Natixis Advisors
Massachusetts
$84.7M
3
TF
TIAA FSB
Florida
$339M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.4M
5
KAS
Kestra Advisory Services
Texas
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.31B +$63M +467,379 +5%
Morgan Stanley
2
Morgan Stanley
New York
$543M +$18.1M +133,990 +3%
CIAS
3
CBIZ Investment Advisory Services
Ohio
$523M – – –
TF
4
TIAA FSB
Florida
$339M -$14.1M -104,384 -4%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$300M – – –
Bank of America
6
Bank of America
North Carolina
$295M +$1.6M +11,829 +0.5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$293M -$9.72M -71,661 -3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$259M -$4.32M -32,057 -2%
UBS Group
9
UBS Group
Switzerland
$244M +$50.4M +373,636 +26%
AssetMark Inc
10
AssetMark Inc
California
$234M +$20.9M +155,253 +10%
Wells Fargo
11
Wells Fargo
California
$215M +$7.58M +56,218 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$188M -$2.98M -22,085 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$161M +$62.2K +461 +0%
SGAM
14
Stephens Group Asset Management
Arkansas
$139M +$11.5M +85,224 +9%
Ameriprise
15
Ameriprise
Minnesota
$133M +$22.8M +168,870 +21%
Truist Financial
16
Truist Financial
North Carolina
$121M -$6.3M -46,732 -5%
ETC
17
Exchange Traded Concepts
Oklahoma
$103M +$12.4M +91,936 +14%
Stifel Financial
18
Stifel Financial
Missouri
$103M -$559K -4,147 -0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$99.1M +$4.48M +34,249 +5%
WA
20
Waverly Advisors
Alabama
$98.7M +$1.64M +11,516 +2%
LPL Financial
21
LPL Financial
California
$87.6M +$8.09M +59,967 +10%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$86.6M -$3.64M -26,994 -4%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$84.7M -$19.6M -145,446 -19%
Creative Planning
24
Creative Planning
Kansas
$72.8M -$4.92M -36,467 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$71.2M +$3.8M +28,160 +6%
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