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Vanguard Mid-Cap Value ETF

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: 2637 (+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: 558651 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Bragg Financial Advisors
North Carolina
$15.7M +$198K +1,764 +1%
SCA
52
Spearhead Capital Advisors
Florida
$15.6M +$1.67M +14,896 +13%
EK
53
Evensky & Katz
Florida
$15.1M -$43.9K -392 -0.3%
KL
54
KWMG LLC
Kansas
$14.8M +$710K +6,337 +5%
CA
55
Capital Advantage
California
$14.8M -$125K -1,118 -0.9%
A
56
AdvicePeriod
California
$14.7M -$47.8K -427 -0.3%
PWM
57
Praetorian Wealth Management
California
$14M +$433K +3,867 +3%
WF
58
WoodTrust Financial
Wisconsin
$13.8M +$430K +3,840 +3%
CG
59
Colony Group
Massachusetts
$13.8M +$339K +3,025 +3%
SFG
60
Sage Financial Group
Pennsylvania
$13.6M +$35.1K +313 +0.3%
BWL
61
Bogart Wealth LLC
Virginia
$13.2M +$12.5M +111,208 New
SWM
62
Shakespeare Wealth Management
Wisconsin
$12.8M +$800K +7,144 +7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$12.4M +$479K +4,272 +4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$12.4M +$1.8M +16,097 +18%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$11.6M +$322K +2,876 +53%
SWM
66
SVA Wealth Management
Wisconsin
$11.1M -$1.47M -13,103 -12%
MGIA
67
Moneta Group Investment Advisors
Missouri
$10.5M +$828K +7,393 +9%
RWG
68
Ratio Wealth Group
Colorado
$10.5M +$9.87M +88,127 New
TWP
69
Total Wealth Planning
Ohio
$10.2M +$185K +1,648 +2%
DC
70
Derby & Company
Massachusetts
$10.1M +$10.4K +93 +0.1%
William Blair & Company
71
William Blair & Company
Illinois
$9.76M -$1.12M -9,979 -11%
SFG
72
SNS Financial Group
Minnesota
$9.62M +$63.4K +566 +0.7%
FWP
73
Falcon Wealth Planning
California
$9.57M +$9.01M +80,448 New
AMG
74
Asset Management Group
Connecticut
$9.09M +$30.9K +276 +0.4%
NYLIM
75
New York Life Investment Management
New York
$8.85M -$6.35M -56,647 -43%

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.