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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 %
NAMP
351
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$346K -$616K -6,081 -64%
IWAG
352
Integer Wealth Advisors Group
Georgia
$343K -$2.54K -25 -0.7%
RFC
353
Regions Financial Corp
Alabama
$342K – – –
DI
354
Disciplined Investments
Oklahoma
$341K +$7.5K +74 +2%
OIA
355
OneDigital Investment Advisors
Kansas
$339K +$51.7K +510 +18%
CF
356
Centaurus Financial
California
$337K -$10.6K -104 -3%
IA
357
IFG Advisory
Georgia
$331K -$51.3K -507 -13%
GIA
358
Gladstone Institutional Advisory
Florida
$326K +$19.5K +192 +6%
WA
359
Wambolt & Associates
Colorado
$326K +$49.2K +485 +18%
FPS
360
Fieldpoint Private Securities
Connecticut
$326K +$68.4K +674 +27%
PL
361
Plancorp LLC
Missouri
$325K -$79.4K -784 -20%
WIA
362
World Investment Advisors
California
$322K -$8.32K -82 -3%
QWM
363
Quaker Wealth Management
New Jersey
$316K -$842K -8,310 -73%
BB
364
Busey Bank
Illinois
$310K – – –
OWP
365
Obermeyer Wealth Partners
Colorado
$304K – – –
SSI
366
Scott & Selber Inc
Texas
$304K – – –
Brown Advisory
367
Brown Advisory
Maryland
$303K -$81.1K -799 -21%
HSWM
368
Hubbell Strickland Wealth Management
Louisiana
$303K +$1.93K +19 +0.6%
GJIC
369
Gamble Jones Investment Counsel
California
$302K -$9.22K -91 -3%
WLPWM
370
Walled Lake Planning & Wealth Management
Illinois
$301K -$10.1K -100 -3%
BWM
371
BCS Wealth Management
Tennessee
$301K – – –
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$299K +$299K +2,952 New
SWPG
373
Strategic Wealth Partners Group
Illinois
$292K -$28.4K -280 -9%
DY
374
Dowling & Yahnke
California
$292K -$16.8K -166 -5%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$290K +$4.05K +40 +1%
13 14
15
16 17