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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

829 hedge funds and large institutions have $9.73B invested in Vanguard Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 347 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+121
Holders Change %
+17.09%
% of All Funds
12.8%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
0.85%
New
172
Increased
347
Reduced
170
Closed
39
Calls
$8.3M
Puts
$902K
Net Calls
+$7.4M
Net Calls Change
+$4.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$397M
2
PPW
Parcion Private Wealth
Washington
$42.8M
3
Bank of America
Bank of America
North Carolina
$389M
4
AssetMark Inc
AssetMark Inc
California
$330M
5
CG
Colony Group
Massachusetts
$43.2M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$331M
2
PAG
Private Advisor Group
New Jersey
$40.8M
3
BCM
Brookstone Capital Management
Illinois
$46.6M
4
CAG
Compass Advisory Group
New York
$540K
5
IFA
Interactive Financial Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.54B +$14.2M +94,311 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$607M +$13.7M +91,068 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$397M +$42.8M +284,520 +12%
Bank of America
4
Bank of America
North Carolina
$389M +$28M +186,505 +8%
TF
5
TIAA FSB
Florida
$364M +$8.57M +57,138 +2%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$331M -$68M -452,523 -17%
AssetMark Inc
7
AssetMark Inc
California
$330M +$24.7M +164,439 +8%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$316M -$2.97M -19,773 -0.9%
UBS Group
9
UBS Group
Switzerland
$302M +$2.27M +15,075 +0.8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$278M -$2.41M -16,047 -0.9%
Wells Fargo
11
Wells Fargo
California
$252M +$3.26M +21,693 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$210M +$9.04M +60,129 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$183M -$4.95M -32,956 -3%
Ameriprise
14
Ameriprise
Minnesota
$174M +$3.89M +25,882 +2%
Truist Financial
15
Truist Financial
North Carolina
$153M +$11.2M +74,202 +8%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$138M +$13.7M +91,057 +11%
SGAM
17
Stephens Group Asset Management
Arkansas
$133M +$1.86M +12,402 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$121M +$577K +3,947 +0.5%
LPL Financial
19
LPL Financial
California
$119M -$1.71M -11,402 -1%
WA
20
Waverly Advisors
Alabama
$118M +$6.95M +47,260 +6%
Stifel Financial
21
Stifel Financial
Missouri
$113M +$2.46M +16,367 +2%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$102M -$2.48M -16,529 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$80.1M +$3.4M +22,587 +4%
EH
24
Equitable Holdings
New York
$79.9M +$8.45M +56,178 +12%
FWI
25
Facet Wealth Inc
Maryland
$63M +$9.32M +62,008 +17%
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