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Vanguard Mid-Cap Value ETF

651 hedge funds and large institutions have $6.58B invested in Vanguard Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 239 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 25

47% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.23M

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

27% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 188

24% more capital invested

Capital invested by funds: $5.29B → $6.58B (+$1.29B)

17% more funds holding

Funds holding: 558651 (+93)

1% more ownership

Funds ownership: 58.59%59.59% (+1%)

Holders
651
Holders Change
+93
Holders Change %
+16.67%
% of All Funds
11.52%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.65%
New
127
Increased
239
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$47.3M +$532K +4,747 +1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$38.8M +$116K +1,036 +0.3%
LNC
28
Lincoln National Corp
Pennsylvania
$35M -$873K -7,792 -3%
AWM
29
Avior Wealth Management
Nebraska
$33.3M +$240K +2,141 +0.8%
RA
30
Rodgers & Associates
Pennsylvania
$32.1M +$30.2M +269,600 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$30.2M +$4.8M +42,872 +20%
MML Investors Services
32
MML Investors Services
Massachusetts
$29.1M -$393K -3,511 -1%
KF
33
Krilogy Financial
Missouri
$28.3M -$539K -4,808 -2%
IWA
34
Inspirion Wealth Advisors
Illinois
$27.8M +$879K +7,848 +3%
FI
35
FormulaFolio Investments
Michigan
$26.6M +$23.2M +207,024 +1,276%
CCM
36
Condor Capital Management
New Jersey
$25M +$631K +5,636 +3%
SF
37
Summit Financial
New Jersey
$24.5M -$37.7K -337 -0.2%
MAM
38
Marotta Asset Management
Virginia
$23.7M +$1.09M +9,718 +5%
KAS
39
Kestra Advisory Services
Texas
$23.5M +$8.23M +73,477 +59%
EWA
40
ERTS Wealth Advisors
Michigan
$23.4M +$2.87M +25,655 +15%
PAG
41
Private Advisor Group
New Jersey
$22.2M +$782K +6,977 +4%
US Bancorp
42
US Bancorp
Minnesota
$22.1M +$3.92M +35,015 +23%
PCG
43
Private Capital Group
Connecticut
$21.2M -$7.17K -64 -0%
FWI
44
Facet Wealth Inc
Maryland
$20.7M +$19.5M +174,234 New
BIA
45
BHK Investment Advisors
Alabama
$18.7M +$1.67M +14,894 +10%
JP Morgan Chase
46
JP Morgan Chase
New York
$17.9M -$668K -5,962 -4%
MIS
47
Morningstar Investment Services
Illinois
$17.4M +$386K +3,442 +2%
FC
48
Forte Capital
New York
$16.1M -$348K -3,104 -2%
SP
49
Symmetry Partners
Connecticut
$15.8M +$236K +2,110 +2%
RJA
50
Raymond James & Associates
Florida
$15.8M +$1.68M +15,012 +13%

VOE Hedge Fund Activity: Q4 2020 in Review

651 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2020, worth a combined $6.58B — up 24% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new VOE positions and 25 closed out — a net gain of 102 holders — while 239 added to existing stakes and 188 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $75.2M. The largest seller was TIAA FSB, cutting an estimated $64.5M.

  • 651 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2020, up from 558 in Q3 2020.
  • Funds reported $6.58B of Vanguard Mid-Cap Value ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 127 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2020 and 25 closed out, a net change of +102 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2020 was Exchange Traded Concepts, an estimated $75.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2020 was TIAA FSB, an estimated $64.5M sold.

Based on aggregated 13F filings for Q4 2020.