We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF
VOE

652 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 128 funds opening new positions, 239 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more first-time investments, than exits

New positions opened: 128 | 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 → 652 (+94)

1% more ownership

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

Holders
652
Holders Change
+94
Holders Change %
+16.85%
% of All Funds
11.54%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.65%
New
128
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
MM
626
Main Management
California
$6K – – –
SFC
627
SYM Financial Corp
Indiana
$6K – – –
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$6K +$5.6K +50 New
TIM
629
Tortoise Investment Management
New York
$5K – – –
FCMT
630
Founders Capital Management (Texas)
Texas
$5K +$5.15K +46 New
CWC
631
Carolinas Wealth Consulting
North Carolina
$4K – – –
TAM
632
Townsend Asset Management
North Carolina
$4K +$1.01K +9 +35%
ADL
633
Asset Dedication LLC
California
$3K – – –
JWA
634
JFS Wealth Advisors
Pennsylvania
$3K – – –
LWANC
635
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SIS
636
Sound Income Strategies
Florida
$3K – – –
HS
637
Horan Securities
United States
$3K +$112 +1 +4%
FF
638
FourThought Financial
Florida
$3K +$3.14K +28 New
BCA
639
Berman Capital Advisors
Georgia
$3K +$3.58K +32 New
FCA
640
FinTrust Capital Advisors
South Carolina
$2K – – –
GI
641
Gradient Investments
Minnesota
$2K – – –
TSW
642
Thompson Siegel & Walmsley
Virginia
$2K – – –
AIA
643
Arcadia Investment Advisors
Idaho
$1.31K +$1.23K +11 New
RWG
644
Regal Wealth Group
California
$1K – – –
FCB
645
First Command Bank
Texas
$1K +$1.01K +9 New
FCFS
646
First Command Financial Services
Texas
$1K +$1.01K +9 New
OFG
647
Oxford Financial Group
Indiana
$1K +$1.12K +10 New
TFM
648
TFC Financial Management
Massachusetts
$1K +$1.34K +12 New
NDSI
649
Newman Dignan & Sheerar Inc
Rhode Island
$295 +$2.13K +19 +0.8%
CCFM
650
Clear Creek Financial Management
Washington
– -$25.2M -248,224 Closed
24 25
26
27 28

VOE Hedge Fund Activity: Q4 2020 in Review

652 of the 5,652 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: 128 funds opened new VOE positions and 25 closed out — a net gain of 103 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.

  • 652 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.
  • 128 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2020 and 25 closed out, a net change of +103 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.