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

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$315M
3
MIS
3
Morningstar Investment Services
Illinois
$9.21M
4
Creative Planning
4
Creative Planning
Kansas
$45.3M
5
TF
5
TIAA FSB
Florida
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.41B +$43M +306,398 +3%
Morgan Stanley
2
Morgan Stanley
New York
$564M -$2.26M -16,118 -0.4%
Bank of America
3
Bank of America
North Carolina
$331M +$23.7M +168,424 +8%
TF
4
TIAA FSB
Florida
$329M -$24.2M -172,596 -7%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$315M -$39.3M -279,659 -11%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$301M -$4.37M -30,891 -1%
UBS Group
7
UBS Group
Switzerland
$280M +$25.3M +180,004 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$269M +$204M +1,453,591 +314%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$262M -$7.53M -53,603 -3%
AssetMark Inc
10
AssetMark Inc
California
$261M +$17.9M +127,698 +7%
Wells Fargo
11
Wells Fargo
California
$242M +$18.3M +130,317 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$193M -$3.67M -26,130 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$165M -$3.04M -21,608 -2%
Ameriprise
14
Ameriprise
Minnesota
$155M +$17.1M +121,448 +12%
Truist Financial
15
Truist Financial
North Carolina
$129M +$3.61M +25,714 +3%
ETC
16
Exchange Traded Concepts
Oklahoma
$124M +$16.4M +117,012 +15%
SGAM
17
Stephens Group Asset Management
Arkansas
$121M -$23.1M -164,162 -16%
Stifel Financial
18
Stifel Financial
Missouri
$109M +$2.45M +17,407 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$108M +$4.76M +34,836 +5%
LPL Financial
20
LPL Financial
California
$104M +$13M +92,830 +14%
WA
21
Waverly Advisors
Alabama
$104M +$3.3M +22,779 +3%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$98.7M +$10.4M +74,319 +12%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$95.4M +$5.15M +36,682 +6%
EH
24
Equitable Holdings
New York
$77.3M +$12M +85,114 +18%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$67.9M -$6.33M -45,044 -9%
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