VOE icon

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 %
AA
451
Ancora Advisors
Ohio
$114K – – –
GWM
452
Geneos Wealth Management
Colorado
$114K +$594 +6 +0.5%
CCM
453
Cribstone Capital Management
Maine
$112K +$5.28K +52 +5%
BAM
454
Belpointe Asset Management
Nevada
$110K -$1.53K -15 -1%
SBL
455
Sargent Bickham Lagudis
Colorado
$107K – – –
S
456
SignatureFD
Georgia
$105K -$5.81K -57 -5%
LB
457
Legacy Bridge
Iowa
$102K -$7.57K -75 -7%
CA
458
Clearstead Advisors
Ohio
$100K – – –
BAMG
459
Brand Asset Management Group
Missouri
$100K – – –
JGIA
460
Jackson Grant Investment Advisers
Connecticut
$97K +$1.32K +13 +1%
FPB
461
First PREMIER Bank
South Dakota
$96K – – –
NSIM
462
North Star Investment Management
Illinois
$96K +$304 +3 +0.3%
TF
463
TimeScale Financial
Massachusetts
$95K +$608 +6 +0.6%
CFA
464
Carroll Financial Associates
North Carolina
$93K +$3.61K +36 +4%
CFD
465
Creative Financial Designs
Indiana
$93K +$26.8K +265 +41%
PMFA
466
Plante Moran Financial Advisors
Michigan
$88K +$1.93K +19 +2%
FP
467
Financial Perspectives
Minnesota
$82.1K – – –
FFA
468
Founders Financial Alliance
North Carolina
$82K +$82K +802 New
1IA
469
1834 Investment Advisors
Wisconsin
$74K +$16.2K +161 +28%
BWM
470
Baystate Wealth Management
Massachusetts
$73K +$504 +5 +0.7%
CCM
471
Covington Capital Management
California
$71K -$14.2K -140 -17%
IFA
472
Interactive Financial Advisors
Illinois
$70K +$3.93K +39 +6%
Simplex Trading
473
Simplex Trading
Illinois
$68K +$68K +679 New
MPCG
474
Matrix Private Capital Group
New York
$67K -$16K -157 -19%
BFG
475
Baron Financial Group
New Jersey
$65.9K +$65.9K +650 New
17 18
19
20 21