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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 %
Deutsche Bank
376
Deutsche Bank
Germany
$289K -$3.45M -33,902 -92%
HIC
377
Holderness Investments Company
North Carolina
$286K +$286K +2,817 New
MFG
378
Merit Financial Group
Georgia
$285K -$5.47K -54 -2%
MFW
379
Meristem Family Wealth
Minnesota
$283K – – –
WWM
380
Western Wealth Management
Colorado
$277K +$6.3K +62 +2%
WCAMG
381
Woodard & Company Asset Management Group
North Carolina
$275K -$5.37K -53 -2%
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K -$164K -1,615 -37%
SCG
383
Sonata Capital Group
Washington
$274K -$50.7K -500 -16%
FPCG
384
Fort Pitt Capital Group
Pennsylvania
$272K -$3.04K -30 -1%
RJT
385
Raymond James Trust
Florida
$272K – – –
CHP
386
Cable Hill Partners
Oregon
$270K – – –
KA
387
Klingman & Associates
New York
$265K +$6.08K +60 +2%
AA
388
Argent Advisors
Louisiana
$264K +$30.5K +300 +13%
UR
389
USCA RIA
Texas
$262K +$262K +2,585 New
ZF
390
Zhang Financial
Michigan
$261K +$6.68K +66 +3%
LWAC
391
Laurel Wealth Advisors (California)
California
$260K – – –
TFS
392
Thoroughbred Financial Services
Tennessee
$259K -$22.9K -226 -8%
IWC
393
Integrated Wealth Concepts
Massachusetts
$255K -$111K -1,097 -30%
BEAM
394
Baker Ellis Asset Management
Washington
$254K – – –
Kovitz Investment Group Partners
395
Kovitz Investment Group Partners
Illinois
$253K -$109K -1,072 -30%
CMO
396
Covenant Multifamily Offices
Texas
$251K – – –
PCA
397
Personal Capital Advisors
California
$251K +$251K +2,480 New
IAN
398
Integrated Advisors Network
Texas
$250K -$522K -5,154 -68%
NDSI
399
Newman Dignan & Sheerar Inc
Rhode Island
$250K +$250K +2,465 New
SFI
400
SPC Financial Inc
Maryland
$248K -$203 -2 -0.1%
14 15
16
17 18