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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 %
Wolverine Trading
401
Wolverine Trading
Illinois
$248K +$248K +2,461 New
NF
402
Nikulski Financial
Iowa
$247K – – –
ACP
403
Aveo Capital Partners
Colorado
$245K +$245K +2,414 New
VCA
404
Verdence Capital Advisors
Maryland
$244K -$17K -168 -7%
SCA
405
Snowden Capital Advisors
New York
$243K +$4.97K +49 +2%
MOS
406
MGO One Seven
Ohio
$242K +$242K +2,390 New
W
407
WealthOne
New York
$239K -$51.5K -509 -18%
Cerity Partners
408
Cerity Partners
New York
$232K -$40.6K -401 -15%
NB
409
NBT Bank
New York
$232K – – –
NAS
410
Nicolet Advisory Services
Wisconsin
$228K +$406 +4 +0.2%
CFFP
411
Center for Financial Planning
Michigan
$227K – – –
CMBA
412
C.M. Bidwell & Associates
Hawaii
$227K +$113K +1,113 +98%
JCM
413
Jacobi Capital Management
Pennsylvania
$224K +$190K +1,874 +564%
WPP
414
Whalerock Point Partners
Rhode Island
$224K -$2.34M -2,342 -91%
PIA
415
Pinion Investment Advisors
Kansas
$220K – – –
TSS
416
Two Sigma Securities
New York
$218K -$2.94K -29 -1%
TNB
417
TCF National Bank
South Dakota
$217K +$217K +2,143 New
Renaissance Technologies
418
Renaissance Technologies
New York
$213K +$213K +2,100 New
PPP
419
Private Portfolio Partners
New Jersey
$212K -$9.63K -95 -4%
CFA
420
Cahill Financial Advisors
Minnesota
$212K +$212K +2,088 New
BWM
421
Benchmark Wealth Management
Connecticut
$212K +$212K +2,095 New
CM
422
Cornerstone Management
Georgia
$211K +$211K +2,085 New
SA
423
Strategic Advisors
New York
$209K +$835 +8 +0.4%
MCM
424
Maryland Capital Management
Maryland
$206K +$206K +2,030 New
FA
425
FC Advisory
Pennsylvania
$203K +$203K +2,002 New
15 16
17
18 19