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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

557 hedge funds and large institutions have $5.29B invested in Vanguard Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 217 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
-6
Holders Change %
-1.07%
% of All Funds
11.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.53%
New
46
Increased
191
Reduced
217
Closed
48
Calls
$2.36M
Puts
$4.72M
Net Calls
-$2.36M
Net Calls Change
-$3.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
TF
TIAA FSB
Florida
+$56.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$31.5M
4
Betterment LLC
Betterment LLC
New York
+$25.8M
5
CCFM
Clear Creek Financial Management
Washington
+$25.2M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.9M
3
Creative Planning
Creative Planning
Kansas
-$22.9M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$18M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
276
Cedar Brook Financial Partners
Ohio
$642K -$460K -4,535 -42%
KA
277
Kovack Advisors
Florida
$629K +$4.26K +42 +0.7%
SFP
278
Strategic Financial Partners
Oregon
$628K -$71.5K -705 -10%
FLA
279
Financial Life Advisors
Texas
$624K +$624K +6,163 New
TFA
280
TPG Financial Advisors
Oregon
$621K -$56.5K -558 -8%
WFPG
281
Waller Financial Planning Group
Ohio
$606K – – –
NFG
282
Nadler Financial Group
Illinois
$601K +$243K +2,401 +68%
FA
283
FDx Advisors
Illinois
$595K -$85.3K -842 -13%
TC
284
TAP Consulting
Missouri
$592K +$288K +2,842 +95%
PS
285
Portfolio Solutions
Michigan
$580K -$82.6K -814 -12%
PIMG
286
Patriot Investment Management Group
Tennessee
$579K -$99.7K -985 -15%
PPW
287
Parcion Private Wealth
Washington
$579K – – –
ECG
288
Edge Capital Group
Georgia
$571K – – –
GPA
289
Guidance Point Advisors
Massachusetts
$569K +$3.54K +35 +0.6%
CW
290
CreativeOne Wealth
Kansas
$569K +$13.4K +132 +2%
CHA
291
Carmichael Hill & Associates
Maryland
$556K -$12.6K -124 -2%
Fiera Capital (Canada)
292
Fiera Capital (Canada)
Quebec, Canada
$555K – – –
JIC
293
Johnson Investment Counsel
Ohio
$554K -$1.42K -14 -0.3%
5L
294
55I LLC
Massachusetts
$551K -$9.43K -93 -2%
HWA
295
Heartwood Wealth Advisors
Virginia
$549K – – –
RCA
296
Rex Capital Advisors
Rhode Island
$545K – – –
COF
297
Capital One Financial
Virginia
$541K -$326K -3,220 -38%
WP
298
WMS Partners
Maryland
$541K +$3.65K +36 +0.7%
PA
299
PFG Advisors
Arizona
$539K -$204K -1,937 -27%
TIA
300
Tiemann Investment Advisors
California
$536K -$217K -2,144 -29%
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