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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 %
HWA
526
HCR Wealth Advisors
California
$9K – – –
ME
527
McIlrath & Eck
Washington
$9K – – –
GTAM
528
Global Trust Asset Management
Florida
$9K +$102 +1 +1%
CAGAS
529
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
CHC
530
City Holding Co
West Virginia
$8K – – –
YAL
531
Your Advocates Ltd
Texas
$8K +$8K +75 New
FHC
532
First Horizon Corporation
Tennessee
$8K +$8K +84 New
CTB
533
Country Trust Bank
Illinois
$7K – – –
HFA
534
Hoover Financial Advisors
Pennsylvania
$7K – – –
PWMG
535
Prestige Wealth Management Group
New Jersey
$7K +$6.9K +69 +6,900%
PCFFS
536
Pacific Center for Financial Services
California
$6K – – –
MM
537
Main Management
California
$5K +$104 +1 +2%
TWP
538
TFO Wealth Partners
Ohio
$5K +$5K +50 New
SFC
539
SYM Financial Corp
Indiana
$5K +$5K +53 New
CAAS
540
Capital Asset Advisory Services
Michigan
$4K – – –
CWC
541
Carolinas Wealth Consulting
North Carolina
$4K – – –
TIM
542
Tortoise Investment Management
New York
$4K +$273 +3 +7%
HS
543
Horan Securities
United States
$3K -$5K -45 -63%
CB
544
CNB Bank
Pennsylvania
$3K -$4.8K -40 -62%
ADL
545
Asset Dedication LLC
California
$3K -$2K -20 -40%
TAM
546
Townsend Asset Management
North Carolina
$3K – – –
CAL
547
Capital Analysts LLC
Pennsylvania
$3K – – –
SIS
548
Sound Income Strategies
Florida
$3K – – –
JWA
549
JFS Wealth Advisors
Pennsylvania
$3K +$3K +25 New
GI
550
Gradient Investments
Minnesota
$2K -$2.29K -24 -53%
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