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

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$0
2
EC
2
Estate Counselors
Wisconsin
$1.79M
3
FIA
3
Foundations Investment Advisors
Arizona
$1.81M
4
BWL
4
Bogart Wealth LLC
Virginia
$26.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.42B +$13.1M +93,627 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$551M -$8.88M -63,628 -2%
Bank of America
3
Bank of America
North Carolina
$336M +$6.98M +49,993 +2%
TF
4
TIAA FSB
Florida
$331M +$4.26M +30,499 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$329M +$61.2M +438,637 +23%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$301M -$472K -3,333 -0.2%
AssetMark Inc
7
AssetMark Inc
California
$283M +$23.5M +167,983 +9%
UBS Group
8
UBS Group
Switzerland
$279M +$793K +5,683 +0.3%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$269M +$41.9M +413,812 +18%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$261M +$196K +1,403 +0.1%
Wells Fargo
11
Wells Fargo
California
$231M -$9.76M -69,923 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$187M -$4.9M -35,079 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$174M +$10.6M +75,860 +6%
Ameriprise
14
Ameriprise
Minnesota
$158M +$3.18M +22,612 +2%
Truist Financial
15
Truist Financial
North Carolina
$132M +$3.53M +25,288 +3%
SGAM
16
Stephens Group Asset Management
Arkansas
$122M +$1.49M +10,649 +1%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$115M +$17.1M +122,508 +17%
WA
18
Waverly Advisors
Alabama
$113M +$5.48M +36,570 +5%
LPL Financial
19
LPL Financial
California
$112M +$8.23M +58,982 +8%
Osaic Holdings
20
Osaic Holdings
Arizona
$112M +$4.04M +29,809 +4%
Stifel Financial
21
Stifel Financial
Missouri
$102M -$6.28M -45,012 -6%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$97.3M +$2.57M +18,433 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$71.2M +$3.79M +27,155 +6%
EH
24
Equitable Holdings
New York
$66.4M -$10.5M -74,971 -14%
PAG
25
Private Advisor Group
New Jersey
$61.8M +$26.9M +192,704 +77%
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