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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 %
MWM
301
Meridian Wealth Management
Kentucky
$535K +$47.1K +465 +10%
PP
302
Prudential plc
United Kingdom
$531K -$203K -2,000 -28%
9WM
303
9258 Wealth Management
Ohio
$527K -$51K -500 -9%
MFS
304
McNamara Financial Services
Massachusetts
$520K – – –
AWM
305
Altavista Wealth Management
North Carolina
$514K +$90.2K +890 +21%
Prudential Financial
306
Prudential Financial
New Jersey
$509K +$122K +1,206 +32%
TNBTD
307
Trustmark National Bank Trust Department
Mississippi
$498K – – –
CAM
308
Cresset Asset Management
Illinois
$497K -$322K -3,181 -39%
HF
309
HRT Financial
New York
$494K -$2.07M -20,438 -81%
WAM
310
Wealthspire Advisors (Maryland)
Maryland
$484K +$43K +424 +10%
EFL
311
ERn Financial LLC
Wisconsin
$478K – – –
ZB
312
Zions Bancorporation
Utah
$474K -$10.7K -106 -2%
Lido Advisors
313
Lido Advisors
California
$471K +$166K +1,636 +54%
NP
314
NorthRock Partners
Minnesota
$469K -$19.3K -190 -4%
PA
315
Paracle Advisors
Washington
$452K – – –
SPIA
316
Steward Partners Investment Advisory
New York
$441K -$31.7K -313 -7%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$436K -$122K -1,195 -22%
BCA
318
Bay Colony Advisors
Massachusetts
$435K +$5.27K +52 +1%
PAS
319
Partnervest Advisory Services
California
$426K +$23.8K +235 +6%
IA
320
IFP Advisors
Florida
$425K -$31.8K -312 -7%
PWM
321
Perigon Wealth Management
California
$423K -$1.32K -13 -0.3%
CWM
322
Calamos Wealth Management
Illinois
$422K +$10.6K +105 +3%
AFP
323
Ausdal Financial Partners
Iowa
$419K +$134K +1,325 +47%
JPLA
324
Joseph P. Lucia & Associates
New York
$409K -$153K -1,510 -27%
CWM
325
Connecticut Wealth Management
Connecticut
$409K +$507 +5 +0.1%
11 12
13
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