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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

650 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, 238 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+93
Holders Change %
+16.7%
% of All Funds
11.53%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.66%
New
127
Increased
238
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$79.9M
2
Truist Financial
Truist Financial
North Carolina
+$50.8M
3
Betterment LLC
Betterment LLC
New York
+$33.3M
4
Creative Planning
Creative Planning
Kansas
+$27.7M
5
AssetMark Inc
AssetMark Inc
California
+$27.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$68.5M
2
Goldman Sachs
Goldman Sachs
New York
-$26.8M
3
CCFM
Clear Creek Financial Management
Washington
-$25.2M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$16M
5
UBS Group
UBS Group
Switzerland
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$6K +$6K +50 New
TIM
627
Tortoise Investment Management
New York
$5K – – –
FCMT
628
Founders Capital Management (Texas)
Texas
$5K +$5K +46 New
CWC
629
Carolinas Wealth Consulting
North Carolina
$4K – – –
TAM
630
Townsend Asset Management
North Carolina
$4K +$1.03K +9 +35%
ADL
631
Asset Dedication LLC
California
$3K – – –
JWA
632
JFS Wealth Advisors
Pennsylvania
$3K – – –
SIS
633
Sound Income Strategies
Florida
$3K – – –
LWANC
634
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
HS
635
Horan Securities
United States
$3K +$107 +1 +4%
FF
636
FourThought Financial
Florida
$3K +$3K +28 New
BCA
637
Berman Capital Advisors
Georgia
$3K +$3K +32 New
GI
638
Gradient Investments
Minnesota
$2K – – –
TSW
639
Thompson Siegel & Walmsley
Virginia
$2K – – –
FCA
640
FinTrust Capital Advisors
South Carolina
$2K – – –
AIA
641
Arcadia Investment Advisors
Idaho
$1.31K +$1.31K +11 New
RWG
642
Regal Wealth Group
California
$1K – – –
FCB
643
First Command Bank
Texas
$1K +$1K +9 New
FCFS
644
First Command Financial Services
Texas
$1K +$1K +9 New
OFG
645
Oxford Financial Group
Indiana
$1K +$1K +10 New
TFM
646
TFC Financial Management
Massachusetts
$1K +$1K +12 New
NDSI
647
Newman Dignan & Sheerar Inc
Rhode Island
$295 +$2 +19 +0.8%
CCFM
648
Clear Creek Financial Management
Washington
– -$25.2M -248,224 Closed
Susquehanna International Group
649
Susquehanna International Group
Pennsylvania
– -$2.44M -24,056 Closed
VF
650
Virtu Financial
New York
– -$1.52M -14,969 Closed
23 24 25
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