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Vanguard Mid-Cap Value ETF
VOE

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: 26 → 37 (+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: 558 → 651 (+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

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$75.2M
2
Truist Financial
Truist Financial
North Carolina
+$47.8M
3
Betterment LLC
Betterment LLC
New York
+$31.4M
4
Creative Planning
Creative Planning
Kansas
+$26.1M
5
AssetMark Inc
AssetMark Inc
California
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$64.5M
2
Goldman Sachs
Goldman Sachs
New York
-$25.2M
3
CCFM
Clear Creek Financial Management
Washington
-$25.2M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$15M
5
UBS Group
UBS Group
Switzerland
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
601
MilWealth Group
Wisconsin
$15.3K -$2.46K -22 -15%
BA
602
Bellwether Advisors
Nebraska
$14K +$13.4K +120 New
FCM
603
Firestone Capital Management
Florida
$14K +$13.4K +120 New
CWA
604
Carolina Wealth Advisors
South Carolina
$13K -$9.86K -88 -44%
SSB
605
Sandy Spring Bank
Maryland
$13K – – –
VRM
606
Vectors Research Management
New York
$12K -$10.2K -91 -46%
FRA
607
Front Row Advisors
California
$12K – – –
IA
608
Inspire Advisors
Idaho
$12K +$11.4K +102 New
BC
609
Barnett & Company
Tennessee
$11K – – –
HNB
610
Huntington National Bank
Ohio
$11K – – –
FWM
611
ForthRight Wealth Management
Georgia
$11K +$10.8K +96 New
CAGAS
612
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
GTAM
613
Global Trust Asset Management
Florida
$10K – – –
HWA
614
HCR Wealth Advisors
California
$10K – – –
ME
615
McIlrath & Eck
Washington
$10K – – –
AIP
616
Ameritas Investment Partners
Nebraska
$10K +$112 +1 +1%
CTB
617
Country Trust Bank
Illinois
$10K +$2.13K +19 +28%
GA
618
GoalVest Advisory
New York
$10K +$9.41K +84 New
HPC
619
HM Payson & Co
Maine
$10K +$9.52K +85 New
NCM
620
New Capital Management
Texas
$9K – – –
HFA
621
Hoover Financial Advisors
Pennsylvania
$8K +$112 +1 +2%
CAAS
622
Capital Asset Advisory Services
Michigan
$8K +$3.36K +30 +86%
PCFFS
623
Pacific Center for Financial Services
California
$7K – – –
PWMG
624
Prestige Wealth Management Group
New Jersey
$6K -$2.02K -18 -26%
MM
625
Main Management
California
$6K – – –
23 24
25
26 27

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.