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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 %
KAS
51
Kestra Advisory Services
Texas
$12.7M +$12.7M +125,460 New
A
52
AdvicePeriod
California
$12.6M -$1.43M -14,121 -10%
KL
53
KWMG LLC
Kansas
$12M +$587K +5,790 +5%
RJA
54
Raymond James & Associates
Florida
$11.9M -$1.36M -13,428 -10%
SCA
55
Spearhead Capital Advisors
Florida
$11.8M +$137K +1,354 +1%
SFG
56
Sage Financial Group
Pennsylvania
$11.5M +$695K +6,853 +6%
PWM
57
Praetorian Wealth Management
California
$11.5M +$728K +7,179 +7%
CG
58
Colony Group
Massachusetts
$11.4M -$120K -1,187 -1%
WF
59
WoodTrust Financial
Wisconsin
$11.3M +$354K +3,489 +3%
SWM
60
SVA Wealth Management
Wisconsin
$10.8M -$904K -8,917 -8%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$10.2M +$835K +8,237 +9%
SWM
62
Shakespeare Wealth Management
Wisconsin
$10.2M +$650K +6,411 +7%
SL
63
Systelligence LLC
Minnesota
$10.1M +$1.78M +17,592 +21%
William Blair & Company
64
William Blair & Company
Illinois
$9.33M -$3.47M -34,206 -27%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$8.92M -$1.14M -11,280 -11%
DC
66
Derby & Company
Massachusetts
$8.57M +$19.8K +195 +0.2%
TWP
67
Total Wealth Planning
Ohio
$8.49M +$81.2K +801 +1%
MGIA
68
Moneta Group Investment Advisors
Missouri
$8.21M -$367K -3,617 -4%
SFG
69
SNS Financial Group
Minnesota
$8.14M +$61.8K +610 +0.8%
LIM
70
Leavell Investment Management
Alabama
$7.8M -$137K -1,351 -2%
AMG
71
Asset Management Group
Connecticut
$7.72M -$84.5K -834 -1%
CWM
72
Cranbrook Wealth Management
Michigan
$7.33M -$215K -2,116 -3%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$7.22M +$7.22M +5,386 New
AA
74
Alesco Advisors
New York
$7.14M -$25.6K -253 -0.4%
HCMT
75
Highland Capital Management (Tennessee)
Tennessee
$7.06M -$85.9K -847 -1%
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