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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 %
GPA
326
Garrison Point Advisors
California
$401K – – –
PFC
327
Phocas Financial Corp
California
$400K – – –
ODIJL
328
One Day In July LLC
Vermont
$399K – – –
SWP
329
Stratos Wealth Partners
Ohio
$392K -$69.9K -690 -15%
SWM
330
SeaCrest Wealth Management
New York
$387K -$1.11K -11 -0.3%
PFA
331
Paradigm Financial Advisors
Missouri
$386K -$203K -1,999 -34%
M&T Bank
332
M&T Bank
New York
$384K -$2.84K -28 -0.7%
PCIA
333
Prime Capital Investment Advisors
Kansas
$381K +$231K +2,282 +155%
ESB
334
Essex Savings Bank
Connecticut
$380K +$2.13K +21 +0.6%
NB
335
Nicolet Bankshares
Wisconsin
$376K +$304 +3 +0.1%
CFG
336
Citizens Financial Group
Rhode Island
$376K +$4.83K +47 +1%
WA
337
WP Advisors
California
$372K +$2.53K +25 +0.7%
FFG
338
Ford Financial Group
California
$371K -$13.5K -133 -4%
BCWM
339
Bartlett & Co Wealth Management
Ohio
$369K +$1.01K +10 +0.3%
BC
340
Bartlett & Co
Ohio
$369K +$1.01K +10 +0.3%
KFI
341
Key Financial Inc
Pennsylvania
$368K +$58.9K +581 +19%
DCM
342
Donaldson Capital Management
Indiana
$364K -$14.8K -146 -4%
CIAS
343
Capital Investment Advisory Services
North Carolina
$364K +$150K +1,477 +70%
DAS
344
Dynamic Advisor Solutions
Arizona
$356K +$103K +1,021 +41%
BFA
345
Beacon Financial Advisory
Ohio
$355K -$33.1K -327 -9%
KTM
346
Keeler Thomas Management
Utah
$354K +$15.2K +150 +4%
SAM
347
S.A. Mason
Michigan
$349K -$3.04K -30 -0.9%
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$349K +$41.1K +406 +13%
HIS
349
Horizon Investment Services
Indiana
$348K +$22.4K +221 +7%
BS
350
Boenning & Scattergood
Pennsylvania
$347K +$48.7K +481 +16%
12 13
14
15 16