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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
$151M
2
TF
TIAA FSB
Florida
$324M
3
Osaic Holdings
Osaic Holdings
Arizona
$71.9M
4
Betterment LLC
Betterment LLC
New York
$912M
5
CCFM
Clear Creek Financial Management
Washington
$25.2M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$204M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Creative Planning
Creative Planning
Kansas
$34.8M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$269M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$33M +$768K +7,572 +2%
LNC
27
Lincoln National Corp
Pennsylvania
$30.6M -$3.55K -35 -0%
AWM
28
Avior Wealth Management
Nebraska
$28.1M +$2.22M +21,906 +9%
Goldman Sachs
29
Goldman Sachs
New York
$26.3M +$22.7M +223,888 +624%
MML Investors Services
30
MML Investors Services
Massachusetts
$25.2M +$1.66M +16,327 +7%
CCFM
31
Clear Creek Financial Management
Washington
$25.2M +$25.2M +248,224 New
KF
32
Krilogy Financial
Missouri
$24.6M +$494K +4,870 +2%
IWA
33
Inspirion Wealth Advisors
Illinois
$22.9M +$22.5M +222,253 +6,172%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$21.4M +$6.63M +65,418 +45%
SF
35
Summit Financial
New Jersey
$20.9M +$42.1K +415 +0.2%
CCM
36
Condor Capital Management
New Jersey
$20.7M -$251K -2,481 -1%
MAM
37
Marotta Asset Management
Virginia
$19.2M +$1.06M +10,416 +6%
PCG
38
Private Capital Group
Connecticut
$18.1M +$311K +3,070 +2%
PAG
39
Private Advisor Group
New Jersey
$17.7M -$210K -2,135 -1%
EWA
40
ERTS Wealth Advisors
Michigan
$17.3M -$1.49M -14,696 -8%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$15.8M -$428K -4,252 -3%
US Bancorp
42
US Bancorp
Minnesota
$15.3M +$310K +3,058 +2%
BIA
43
BHK Investment Advisors
Alabama
$14.4M -$516K -5,088 -3%
MIS
44
Morningstar Investment Services
Illinois
$14.4M -$1.06M -10,510 -7%
FC
45
Forte Capital
New York
$14M -$810K -7,992 -5%
CA
46
Capital Advantage
California
$13.3M +$306K +2,904 +2%
NYLIM
47
New York Life Investment Management
New York
$13.3M -$10.7M -105,867 -45%
SP
48
Symmetry Partners
Connecticut
$13.2M -$354K -3,491 -3%
BFA
49
Bragg Financial Advisors
North Carolina
$13.2M -$61K -602 -0.5%
EK
50
Evensky & Katz
Florida
$12.9M -$203K -1,999 -2%
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